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Using the Simplifi Mobile App
Using the Simplifi Mobile App
How to use the Simplifi Mobile App
+1
37 articles in this collection
Written by
Nicole,
Paco,
Natalie
and 1 other
Getting Started on the Mobile App
Learn how to Get Started with Simplifi on the Mobile App
Written by
Natalie
Updated over a week ago
Getting to know your Dashboard on the Mobile App
Learn about the Dashboard on the Simplifi Mobile App!
Written by
Natalie
Updated over a week ago
Using the Spending Plan on the Mobile App
Learn how to plan for and track your monthly spending on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
How Do I Set a Custom Income Amount in the Spending Plan on the Mobile App?
Learn how to set a custom Income amount in the Spending Plan on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
How Are Credit Card Payments Handled in the Spending Plan on the Mobile App?
Learn how Credit Card Payments are handled in the Spending Plan on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Using Watchlists on the Mobile App
Learn how to use Watchlists on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Using Upcoming on the Mobile App
Learn how to use the Upcoming feature on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Using the Refund Tracker on the Mobile App
Learn how to use the Refund Tracker on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Using Reports on the Mobile App
Learn how to use Reports on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Tracking Investments on the Mobile App
Learn how to track your Investments on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Using Investing: Balance Over Time on the Mobile App
Learn more about using the Investing Balance Over Time feature on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Using Savings Goals on the Mobile App
Learn how to create and use Savings Goals on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Using Bill Connect on the Mobile App
Learn how to use Bill Connect on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Managing Notifications on the Mobile App
Learn how to manage your Notifications on the Simplifi Mobile App
Written by
Blake
Updated over a week ago
Earning Achievements on the Mobile App
Learn about using Achievements on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Managing Accounts and Transactions on the Simplifi Mobile App
Adding Accounts on the Mobile App
Learn about adding your accounts using the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
How to Edit Your Bank Account Names and Types on the Mobile App
Learn how to edit your Bank Account Names, Account Types, and Financial Institution Names on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
How to Delete Bank Accounts on the Mobile App
Learn how to delete bank accounts using the Simplifi Mobile App
Written by
Nicole
Updated over a week ago
Marking Accounts As Closed on the Mobile App
Learn how to mark your accounts as "closed" on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
How to Make an Account 'Manual' on the Mobile App
Learn how to make a 'Connected' Account a 'Manual' Account on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
How do I refresh my accounts on the mobile app?
Learn how to refresh your accounts on the mobile app
Written by
Blake
Updated over a week ago
How to Link Accounts on the Mobile App
Learn how to link accounts on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
How to Add an Asset Account on the Mobile App
Learn about adding your Assets on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
How to Reset Your Account Connections on the Mobile App
Learn how to reset your account connections on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Managing Transactions on the Mobile App
Learn how to Add, Edit, Delete, Split, and Attach Receipts to Transactions on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
How to Create an Income (Positive) Transaction on the Mobile App
Learn how to create a positive transaction on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Using All Transactions on the Mobile App
Learn the various uses for the All Transactions section on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Managing Categories and Subcategories on the Mobile App
Learn how to use Categories and Subcategories on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Recategorizing Your Transactions on the Mobile App
Learn the different ways to recategorize your transactions on the Simplifi Mobile App
Written by
Paco
Updated over a week ago
Using Tags on the Mobile App
Learn about managing Tags on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Using Transaction Rules on the Mobile App
Learn how to create and use Transaction Rules on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Using the Recurring Transaction Feature on the Mobile App
Learn how to create, manage, and use Recurring Transactions on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Linking Transactions to Reminders on the Mobile App
Learn how to link and unlink transactions to Reminders on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
How to Skip an Instance of a Recurring Reminder on the Mobile App
Learn how to skip one of your Reminders on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
How to Ignore Transactions from Reports and the Spending Plan on the Mobile App
Learn how to ignore transactions from Reports and the Spending Plan on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
How Do Transfers Work on the Mobile App?
Learn how to create and manage Transfers on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago
Viewing Your Projected Cash Flow on the Mobile App
Learn how to view your Projected Cash Flow on the Simplifi Mobile App
Written by
Natalie
Updated over a week ago