Using the Simplifi Mobile App

How to use the Simplifi Mobile App

Nicole avatar Paco avatar Natalie avatar +1
25 articles in this collection
Written by Nicole, Paco, Natalie and 1 other

Getting to know your Dashboard on the Mobile App

Getting to know your Dashboard on the mobile app.
Paco avatar
Written by Paco
Updated over a week ago

Using the Spending Plan on the Mobile App

Learn how to use the Spending Plan on the Simplifi Mobile App
Natalie avatar
Written by Natalie
Updated over a week ago

Using Watchlists on the Mobile App

Learn how to use Watchlists on the Simplifi Mobile App
Natalie avatar
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
Natalie avatar
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
Natalie avatar
Written by Natalie
Updated over a week ago

Using Reports on the Mobile App

Learn how to use Reports on the Simplifi Mobile App
Natalie avatar
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
Natalie avatar
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
Natalie avatar
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
Natalie avatar
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
Blake avatar
Written by Blake
Updated over a week ago

Earning Achievements on the Mobile App

Learn about using Achievements on the Simplifi Mobile App
Natalie avatar
Written by Natalie
Updated over a week ago
Managing Accounts and Transactions in the Simplifi Mobile App

Adding Accounts on the Simplifi Mobile App

Learn about adding your accounts using the Simplifi Mobile App
Natalie avatar
Written by Natalie
Updated over a week ago

How to Edit Your Bank Names and Account Types on the Mobile App

Learn how to edit your Account Display Names, Account Types, and Institution Display Names on the Simplifi Mobile App
Natalie avatar
Written by Natalie
Updated over a week ago

How to Delete an Account on the Simplifi Mobile App

Learn how to delete an account using the Mobile App
Nicole avatar
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
Natalie avatar
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
Blake avatar
Written by Blake
Updated over a week ago

Managing Transactions on the Simplifi Mobile App

Learn how to Add, Edit, Delete and Split Transactions on the Mobile App
Natalie avatar
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
Natalie avatar
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
Paco avatar
Written by Paco
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
Natalie avatar
Written by Natalie
Updated over a week ago

Using Tags on the Mobile App

Learn about managing Tags on the Simplifi Mobile App
Natalie avatar
Written by Natalie
Updated over a week ago

How to Manage Recurring Transactions on the Simplifi Mobile App

Learn how to manage Recurring Transactions on the Mobile App
Natalie avatar
Written by Natalie
Updated over a week ago

How to ignore a transaction from your Reports & Spending Plan on the mobile app.

Learn how to ignore particular transactions from your Reports and your Spending Plan.
Paco avatar
Written by Paco
Updated over a week ago

How to Ignore Accounts From Reports on the Mobile App

Learn how to ignore Accounts from your Reports on the Simplifi Mobile App
Natalie avatar
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
Natalie avatar
Written by Natalie
Updated over a week ago