Managing Accounts and Transactions on the Simplifi Mobile App
By Natalie and 3 others4 authors26 articles
- Adding Accounts on the Mobile App
- How to Edit Your Bank Account Names and Types on the Mobile App
- How to Delete Accounts on the Mobile App
- Marking Accounts As Closed on the Mobile App
- Switch a Connected Account to Manual Mode on the Mobile App
- How Do I Refresh My Accounts on the Mobile App?
- How to Link Accounts on the Mobile App
- Asset Tracking on the Mobile App
- When and How to Reset Your Account Connections on the Mobile App
- Managing Transactions on the Mobile App
- How to Create an Income Transaction on the Mobile App
- Using All Transactions on the Mobile App
- Managing Categories and Subcategories on the Mobile App
- Recategorizing Your Transactions on the Mobile App
- Using Tags to Organize Transactions on the Quicken Simplifi Mobile App
- Using Transaction Rules on the Mobile App
- Managing Recurring Transactions on the Mobile App
- Link Transactions to Reminders in the Quicken Simplifi Mobile App
- How to Skip an Instance of a Recurring Reminder on the Mobile App
- How to Exclude and Include Transactions from Reports and the Spending Plan on the Mobile App
- How Do Transfers Work on the Mobile App?
- Using Projected Cash Flow on the Mobile App
- How to Exclude Accounts from Reports and the Spending Plan on the Mobile App
- How to Hide Closed Accounts and Savings Goals on the Quicken Simplifi Mobile App
- How to Add Your Apple Wallet Accounts
- Using Kelley Blue Book to Track Automobile Values on the Mobile App