Simplifi

Learn about adding your accounts using the Simplifi Mobile App

Adding Accounts on the Mobile App

Learn how to edit your Bank Account Names, Account Types, and Financial Institution Names on the Simplifi Mobile App

Learn how to delete bank accounts using the Simplifi Mobile App

Learn how to mark your accounts as "closed" on the Simplifi Mobile App

Learn how to make a 'Connected' Account a 'Manual' Account on the Simplifi Mobile App

Learn how to refresh your accounts on the mobile app

Learn how to link accounts on the Simplifi Mobile App

Learn about adding your Assets on the Simplifi Mobile App

Learn how to reset your account connections on the Simplifi Mobile App

Learn how to Add, Edit, Delete, Split, and Attach Receipts to Transactions on the Simplifi Mobile App

Learn how to create a positive transaction on the Simplifi Mobile App

Learn the various uses for the All Transactions section on the Simplifi Mobile App

Learn how to use Categories and Subcategories on the Simplifi Mobile App

Learn the different ways to recategorize your transactions on the Simplifi Mobile App

Learn about managing Tags on the Simplifi Mobile App

Learn how to create and use Transaction Rules on the Simplifi Mobile App

Learn how to create, manage, and use Recurring Transactions on the Simplifi Mobile App

Learn how to link and unlink transactions to Reminders on the Simplifi Mobile App

Learn how to skip one of your Reminders on the Simplifi Mobile App

Learn how to ignore transactions from Reports and the Spending Plan on the Simplifi Mobile App

Learn how to create and manage Transfers on the Simplifi Mobile App

Learn how to access your projected balances and use the Projected Cash Flow feature on the Simplifi Mobile App

Learn how to ignore Accounts from Reports and the Spending Plan on the Simplifi Mobile App