Creating & Editing Expenses

Creating & Editing Expenses



Create my first Expense

Creating Expenses

  1. Click on the Expenses tab at the top of the page.
  2. Click Add an Expense. description
  3. Name your Expense, tell us how much you need to save, and when you need the funds by.
  4. Choose an existing Funding Schedule or create a new one. description
  5. Click Create Expense. description

That's it! Once created click Money out to set up automatic spending to automate your budget. Choose specific merchants or transaction categories so that transactions will spend from your Expenses automatically.

Editing Expenses

From the same Expenses tab, you can edit your existing Expenses.

  1. Click on the Expense.
  2. Click the blue arrow next to the detail you want to change (to edit the name click on the amount of the Expense).
  3. Make your changes, and click Update Expense. description

Deleting Expenses

  1. Click on the Expense you want to delete.
  2. Click More edits.
  3. Click Delete Expense.
  4. Confirm the deletion by tapping Delete again.

Creating Expenses

  1. Sign into the Simple app and swipe right to pull up the navigation menu.
  2. From there, tap Expenses.
  3. Tap the blue + in the upper right-hand corner.
  4. Name your Expense, tell us how much you need to save, and when you need the funds by.
  5. Choose an existing Funding Schedule or create a new one.
  6. Tap the blue Create button to save your Expense.

That's it! Once created you can tap Money out: to set up automatic spending to automate your budget. Choose specific merchants or transaction categories so that transactions will spend from the funds in your Expense automatically.

Editing Expenses

  1. Tap the Expense you want to edit.
  2. Tap on any field to edit it.

Deleting Expenses

  1. Tap on the Expense you want to delete.
  2. Scroll to the bottom of the Expense detail page.
  3. Tap Delete.
  4. Confirm the deletion by tapping Delete again.

Creating Expenses

  1. Sign into the Simple app and swipe right to pull up the navigation menu.
  2. Tap Expense.
  3. Tap the blue + in the lower right.
  4. Name your Expense, tell us how much you need to save, and when you need the funds by.
  5. Choose an existing Funding Schedule or add a new one.
  6. Tap the arrow icon (next to the amount you're saving) to create the Expense.

That's it! Once created you can tap Money out: to set up automatic spending to automate your budget. Choose specific merchants or transaction categories so that transactions will spend from the funds in your Expense automatically.

Editing Expenses

  1. Tap the Expense you want to edit.
  2. Tap on any field to edit it.

Deleting Expenses

  1. Tap on the Expense you want to delete.
  2. Tap the three vertical dots in the upper right.
  3. Tap Delete.
  4. Confirm the deletion by tapping Remove Expense.
Did you find this article helpful? Yes / No
Aw man. Thanks for letting us know!

Important! This account is for your personal use only

An increasing number of customers are being targeted by fraud scams. Before you apply, review these guidelines to help prevent you from being involved in fraudulent activity.

Do not open an account on behalf of someone else
If anyone asks you to open a Simple Account to receive funds, it is an attempt at fraud. Common fraud attempts include requesting that you open an account to receive a gift or bonus offer, obtain a job or job training, or help someone else receive funds (such as unemployment benefits).

Do not share your login or account information with anyone
Neither Simple nor any other legitimate institution will ever ask for your account information. If any third party requests your Simple Account login information, it is an attempt at fraud. Sharing your account information with another person or allowing someone else to use your account to receive funds is a violation of the Simple Deposit Account Agreement terms and conditions and can expose you to fraud.

Actions we may take if fraud is suspected

We take fraud and security very seriously at Simple, and take rapid action in the instance of suspected fraud attempts.

We may freeze and close accounts
We may freeze and close accounts if fraudulent activity is suspected, including the following circumstances:

We will report fraud attempts
We are responsible for reporting fraud attempts to authorities, including attempted unemployment fraud. There are state and federal penalties for unemployment insurance fraud (including potential fines and incarceration). If you suspect you are a victim of unemployment fraud, contact the appropriate state fraud hotline listed here.

I acknowledge that I have read this notice Continue Application