Using the Simplifi Mobile App

How to use the Simplifi Mobile App

Nicole avatar Paco avatar Natalie avatar +1
35 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
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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!
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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
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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
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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
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Written by Natalie
Updated over a week ago

Using Watchlists on the Mobile App

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

Using Reports on the Mobile App

Learn how to use Reports on the Simplifi Mobile App
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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
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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
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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
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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
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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
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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
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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
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
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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

How to Link Accounts on the Mobile App

Learn how to link accounts on the Simplifi Mobile App
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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
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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
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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
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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
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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
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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
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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 Tags on the Mobile App

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