Using Simplifi

Getting to Know Your Dashboard

Learn about the Simplifi Dashboard and how to use it

Written by Nicole
Updated over a week ago

Using the Simplifi Spending Plan

How to plan for and track your monthly spending in Simplifi

Written by Natalie
Updated over a week ago

Does the Spending Plan offer a rollover option?

Written by Nicole
Updated over a week ago

How are credit card payments handled in the Spending Plan?

Written by Nicole
Updated over a week ago

Can You Create a Planned Expense for a Recurring Item in the Spending Plan?

Written by Natalie
Updated this week

Using Simplifi’s Upcoming Feature

Learn how to use the Upcoming section in Simplifi!

Written by Natalie
Updated over a week ago

Using Watchlists

Learn how to create and use Watchlists in Simplifi

Written by Natalie
Updated over a week ago

Using Reports

Learn what Simplifi's Reports can do for you!

Written by Paco
Updated over a week ago

How to Ignore Accounts From Reports

Learn how to ignore Accounts from your Reports in Simplifi

Written by Natalie
Updated over a week ago

Can I print a report?

Written by Nicole
Updated over a week ago

Using the Refund Tracker

Learn how Simplifi can help you keep track of expected refunds.

Written by Nicole
Updated over a week ago

Using Simplifi’s Savings Goals

Learn how to create and contribute to your Savings Goals

Written by Nicole
Updated over a week ago

Using Bill Connect

Learn how to use Bill Connect in Simplifi

Written by Natalie
Updated over a week ago

Managing Notifications in Simplifi

Learn how to manage your Simplifi notifications

Written by Blake
Updated over a week ago