All CollectionsUsing the Simplifi Mobile AppManaging Accounts and Transactions on the Simplifi Mobile AppManaging Accounts and Transactions on the Simplifi Mobile AppPCBy Natalie and 3 others4 authors·26 articlesAdding Accounts on the Mobile AppHow to Edit Your Bank Account Names and Types on the Mobile AppHow to Delete Accounts on the Mobile AppMarking Accounts As Closed on the Mobile AppSwitch a Connected Account to Manual Mode on the Mobile AppHow Do I Refresh My Accounts on the Mobile App?How to Link Accounts on the Mobile AppAsset Tracking on the Mobile AppWhen and How to Reset Your Account Connections on the Mobile AppManaging Transactions on the Mobile AppHow to Create an Income Transaction on the Mobile AppUsing All Transactions Section on the Mobile AppManaging Categories and Subcategories on the Mobile AppRecategorizing Your Transactions on the Mobile AppUsing Tags to Organize Transactions on the Quicken Simplifi Mobile AppUsing Transaction Rules on the Mobile AppManaging Recurring Transactions on the Mobile AppLink Transactions to Reminders in the Quicken Simplifi Mobile AppHow to Skip an Instance of a Recurring Reminder on the Mobile AppHow to Exclude and Include Transactions from Reports and the Spending Plan on the Mobile AppHow Do Transfers Work on the Mobile App?Using Projected Cash Flow on the Mobile AppHow to Exclude Accounts from Reports and the Spending Plan on the Mobile AppHow to Hide Closed Accounts and Savings Goals on the Quicken Simplifi Mobile AppHow to Add Your Apple Wallet AccountsUsing Kelley Blue Book to Track Automobile Values on the Mobile App