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Use Goals to save for big purchases or common bills

Goals save up small amounts each day to help you reach important financial commitments on time.

More about budgeting with Goals

Protection from financial surprises

63% of Americans don’t have $500 in savings to deal with unexpected expenses. Simple recommends you set at least $500 aside to cover any sudden cash needs.

Cash Buffer

$500

Protect yourself
2

Transfer money to Simple




To fund those Goals you’re going to need some money! It’s easy and free to use Simple to transfer money from your old accounts. Get started by linking your old bank account.

More ways to get money into Simple
3

Set up direct deposit




Give Simple’s Direct Deposit form to your employer to make sure your paycheck arrives automatically, every payday. It’s one of the best ways to ensure your Goals stay on track and bills are paid on time!

4

Transfer your bills




Paying bills is a breeze with Simple. If you have bills that pull money from your old bank account, make sure to either update your card number or add your new Simple account and routing number. Here are some of the most common Bills customers pay via Simple.

More about paying bills
5

Get the most from Simple




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