All CollectionsUsing the Simplifi Mobile App
Managing Accounts and Transactions on the Simplifi Mobile App
Managing Accounts and Transactions on the Simplifi Mobile App
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
How to Make an Account 'Manual' 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
Linking Transactions to Reminders on the 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 from the Accounts List on the Mobile App
How to Add Your Apple Wallet Accounts