Managing Your Accounts

How to manage your accounts in the Simplifi Web App

Nicole avatar Paco avatar Natalie avatar
14 articles in this collection
Written by Nicole, Paco, and Natalie

How do I add my accounts?

How to add your bank accounts into Simpilfi
Paco avatar
Written by Paco
Updated over a week ago

How to Edit Your Bank Account Names and Account-Types

Learn how to edit your Account Display Names, Account-Types, and Institution Display Names in Simplifi
Natalie avatar
Written by Natalie
Updated over a week ago

How to Delete Bank Accounts in Simplifi

Learn about deleting your bank accounts
Nicole avatar
Written by Nicole
Updated over a week ago

How to Link Accounts

Learn how to link accounts in Simplifi, as well as how to add additional accounts with an existing bank
Natalie avatar
Written by Natalie
Updated this week

Can I reconcile my accounts in Simplifi?

Paco avatar
Written by Paco
Updated over a week ago

How to Add or Remove Columns

Learn how to display or remove columns on the transactions page
Nicole avatar
Written by Nicole
Updated over a week ago

Does Simplifi have a running balance column?

Nicole avatar
Written by Nicole
Updated over a week ago

How does Simplifi calculate my balance?

Learn how Simplifi calculates the balance on connected accounts
Nicole avatar
Written by Nicole
Updated over a week ago

Tracking Investments in Simplifi

Learn how to track your investments in Simplifi
Paco avatar
Written by Paco
Updated over a week ago

How do I create a manual investment account and holding information?

Learn how to manually track investment accounts.
Paco avatar
Written by Paco
Updated over a week ago

How to Access Holdings

Get to know the Holdings area for investment tracking
Nicole avatar
Written by Nicole
Updated over a week ago

How to Add an Asset Account

Learn about adding your Assets in Simplifi
Nicole avatar
Written by Nicole
Updated over a week ago

Loan Management in Simplifi

Learn how to track your Loans in Simplifi
Natalie avatar
Written by Natalie
Updated over a week ago

How do Projected Balances Work and How do You Access them?

Learn how to create and access your 30-day financial forecast
Nicole avatar
Written by Nicole
Updated over a week ago