Using the Simplifi Mobile App

How to use the Simplifi Mobile App

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23 articles in this collection
Written by Nicole, Paco, Natalie and 1 other
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

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

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

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