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Using the Simplifi Mobile App
Using the Simplifi Mobile App
How to use the Simplifi Mobile App
+1
26 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 use the Spending Plan on the Simplifi Mobile App
Written by
Natalie
Updated yesterday
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 this week
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 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 in the Simplifi Mobile App
Adding Accounts on the Simplifi 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 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
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
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 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 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 Simplifi Mobile App
Learn how to Add, Edit, Delete, Split, and Attach Receipts to Transactions on the 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 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 Tags on the Mobile App
Learn about managing Tags on the Simplifi Mobile App
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
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.
Written by
Paco
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