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How to Make an Account 'Manual'
How to Make an Account 'Manual'

Learn how to make a 'Connected' Account a 'Manual' Account in Simplifi, and vice versa

Natalie avatar
Written by Natalie
Updated over a week ago

Overview

If you'd like to disconnect one of your accounts from the bank and track it manually in Simplifi instead, we've got the solution for you! You can now make any of your accounts 'manual' in Simplifi with just the click of a button. You can also easily connect or re-connect manual accounts to the bank!

Make a 'Connected' Account a 'Manual' Account

  1. Hover over the panel on the left-hand side and select Settings.

  2. Select Accounts.

  3. Locate the Account you'd like to make 'manual' and click the three dots at the end of it.

  4. Select Make manual.

  5. Click Make Manual to confirm.

Once done, the account will be moved down to the Manual Accounts section.

Make a 'Manual' Account a 'Connected' Account

  1. Go through the Add Account flow and connect to the bank by following the steps here.

  2. When the list of accounts is presented from the bank, carefully link the accounts found to your existing Simplifi accounts by following the steps here.

If you need any assistance with making an account manual in Simplifi, or connecting a manual account to the bank, our Support Team is happy to help!

To learn about making an account 'manual' on the Simplifi Mobile App, please click here!

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