Managing Your Accounts

How to manage your accounts on the Simplifi Web App

20 articles

Written by Natalie, Nicole, Blake and 1 other

Adding Accounts in Simplifi

Learn how to add your bank accounts in Simplifi

Written by Natalie. Updated over a week ago

New and Improved Way to Connect to Your Financial Institution (API)

Learn about the API connection method and the supported financial institutions

Written by Natalie. Updated over a week ago

How to Edit Your Bank Account Names and Types

Learn how to edit your Bank Account Names, Account Types, and Financial Institution Names in Simplifi

Written by Natalie. Updated over a week ago

What Account Types Are Supported in Simplifi?

Learn the account types that are currently supported in Simplifi

Written by Natalie. Updated over a week ago

How to Delete Bank Accounts in Simplifi

Learn about deleting your bank accounts in Simplifi

Written by Nicole. Updated over a week ago

Marking Accounts As Closed

Learn how to mark your accounts as "closed" in Simplifi

Written by Natalie. Updated over a week ago

How to Make an Account 'Manual'

Learn how to make a 'Connected' Account a 'Manual' Account in Simplifi

Written by Natalie. Updated over a week ago

How to Link Accounts

Learn how to link accounts in Simplifi

Written by Natalie. Updated over a week ago

How often does Simplifi update my accounts?

Let's discuss how often Simplifi updates accounts

Written by Blake. Updated over a week ago

How to Update Bank Login Information

Learn how to update the login information for connected accounts in Simplifi

Written by Natalie. Updated over a week ago

How to Reset Your Account Connections

Learn how to reset your account connections in Simplifi

Written by Natalie. Updated over a week ago

Can I Reconcile My Accounts in Simplifi?

Learn why reconciliation is not available in Simplifi

Written by Paco. Updated over a week ago

How to Add and Remove Columns

Learn how to add and remove Columns in Simplifi

Written by Natalie. Updated over a week ago

How Does Simplifi Calculate My Balance?

Learn how Simplifi calculates the balance for connected accounts

Written by Natalie. Updated over a week ago

Does Simplifi have a running balance column?

Learn why Simplifi doesn't offer a running balance column

Written by Nicole. Updated over a week ago

How To Add Holdings or Cash to a Manual Investment Account

Learn how to manually track Investments in Simplifi

Written by Natalie. Updated over a week ago

How to Access Holdings

Learn how to access and view your Investment Holdings in Simplifi

Written by Nicole. Updated over a week ago

How to Add an Asset Account

Learn about adding your Assets in Simplifi

Written by Nicole. Updated over a week ago

Loan Management in Simplifi

Learn how to track your Loans in Simplifi

Written by Natalie. Updated over a week ago

Using Projected Cash Flow

Learn how to access your projected balances and use the Projected Cash Flow feature in Simplifi

Written by Natalie. Updated over a week ago