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Using Simplifi
Using Simplifi

How to use the Simplifi Web App

Nicole avatarBlake avatarNatalie avatar
By Nicole and 2 others3 authors19 articles
Getting to Know Your Dashboard
Managing Notifications in Simplifi
Earning Achievements in Simplifi
How to Share Your Simplifi Data

Upcoming


Using Simplifi’s Upcoming Feature

Spending Plan


Using the Simplifi Spending Plan
How Credit Card Payments and Transfers Are Handled in the Spending Plan
How Do I Set a Custom Income Amount in the Spending Plan?

Watchlists


Using Watchlists

Reports


Using Reports in Simplifi
Using the Refund Tracker

Investments


Tracking Investments in Simplifi
Investing: Balance Over Time
Investing: Performance Over Time
Managing Investment Transactions
How Investment Transactions are Handled in Reports and the Spending Plan
Tracking Cryptocurrency in Simplifi

Savings Goals


Using Simplifi’s Savings Goals

Bill Connect


Using Bill Connect to Track Your Bills
Simplifi Help Center