Managing Your Accounts
How to manage your accounts on the Simplifi Web App
By Nicole and 3 others4 authors19 articles
Adding Accounts in Simplifi
New and Improved Way to Connect to Your Financial Institution (OAuth API)
How to Edit Your Bank Account Names and Types
What Account Types Are Supported in Simplifi?
How to Delete Bank Accounts in Simplifi
How to Exclude Accounts From Reports and the Spending Plan
Marking Accounts As Closed
How to Make an Account 'Manual'
How to Link Accounts
How often does Simplifi update my accounts?
How to Update Bank Login Information
How to Reset Your Account Connections
How to Add and Remove Columns
Does Simplifi have a running balance column?
Asset Tracking in Simplifi
Loan Tracking in Simplifi
Using Projected Cash Flow
Reconciling Accounts in Simplifi
How to Hide Closed Accounts and Savings Goals from the Accounts List