All Collections
Using the Simplifi Mobile App
How to use the Simplifi Mobile App
Getting Started on the Mobile App
Getting to know your Dashboard on the Mobile App
Using the Spending Plan on the Mobile App
How Do I Set a Custom Income Amount in the Spending Plan on the Mobile App?
How Credit Card Payments and Transfers Are Handled in the Spending Plan on the Mobile App
Using Watchlists on the Mobile App
Using the Upcoming Section on the Mobile App
Using the Refund Tracker on the Mobile App
Using Reports on the Mobile App
Tracking Investments on the Mobile App
Managing Investment Transactions on the Mobile App
Using Investing: Balance Over Time on the Mobile App
Using Investing: Performance Over Time on the Mobile App
Using Savings Goals on the Mobile App
Using Bill Connect to Track Your Bills on the Mobile App
Managing Notifications on the Mobile App
Earning Achievements on the Mobile App
Adding Accounts on the Mobile App
How to Edit Your Bank Account Names and Types on the Mobile App
How to Delete Bank Accounts on the Mobile App
Marking Accounts As Closed on the Mobile App
How to Make an Account 'Manual' on the Mobile App
How do I refresh my accounts on the mobile app?
How to Link Accounts on the Mobile App
How to Add an Asset Account on the Mobile App
How to Reset Your Account Connections on the Mobile App
Managing Transactions on the Mobile App
How to Create an Income (Positive) Transaction on the Mobile App
Using All Transactions on the Mobile App
Managing Categories and Subcategories on the Mobile App
Recategorizing Your Transactions on the Mobile App
Using Tags on the Mobile App
Using Transaction Rules on the Mobile App
Using the Recurring Transaction Feature on the Mobile App
Linking Transactions to Reminders on the Mobile App
How to Skip an Instance of a Recurring Reminder on the Mobile App
How to Ignore Transactions from Reports and the Spending Plan on the Mobile App
How Do Transfers Work on the Mobile App?
Using Projected Cash Flow on the Mobile App
How to Ignore Accounts From Reports and the Spending Plan on the Mobile App