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Simplii Financial

Does Simplii Financial work with Hunch?

Yes — Simplii Financial connects to Hunch through Plaid. Here's exactly what syncs, how to export your history, and how your assistant fits in.

Checked against Plaid's live catalog on July 30, 2026.

PLAID CONNECTION

Does Simplii Financial work with Plaid?

Yes. Simplii Financial's Plaid connection was verified on July 30, 2026. It syncs the account types checked below:

Simplii Financial uses Plaid's in-form flow — you sign in inside Plaid's widget, which never shares your credentials with Hunch.

Simplii Financial — Plaid connection verified July 30, 2026
Account type	Syncs to Hunch
Transactions	Yes
Account balances	Yes
Credit card & loan balances	No
Investment transactions	No
Full holdings & securities	No

CSV EXPORT

How do I export transactions from Simplii Financial?

Sign in to Simplii Financial's online banking and look for a Statements, Export, or Download section — most banks let you download a CSV or PDF of recent transactions. Import that file into Hunch and it's categorized the same way as a live Plaid connection — your assistant can read it exactly the same way too.

How CSV import works →

ABOUT Simplii Financial

A bit about Simplii Financial

Simplii Financial launched in November 2017 as CIBC's direct-banking brand, taking over roughly two million customer accounts when CIBC and Loblaw ended their President's Choice Financial partnership. It's branchless and fee-free, and connects to Hunch separately from CIBC itself.

AI ACCESS

Ask your assistant about your Simplii Financial accounts

Once Simplii Financial is in Hunch, connecting an AI assistant is one extra step — add Hunch as a connector to any MCP-compatible assistant, and it can read balances, transactions, and spending trends. Still read-only, still revocable.

Two have a full, tested walkthrough today:

Claude walkthrough →

ChatGPT walkthrough →

LIMITS

What your assistant can't do with your Simplii Financial accounts

The connector is read-only by design — this doesn't change bank to bank.

IT CAN

Read balances, transactions, and spending trends
Answer questions about your budget, goals, and net worth
See every account you've linked to Hunch, not just Simplii Financial
Be revoked in about a minute, any time

IT CAN'T

Move money, pay bills, or start any transfer
Change your Simplii Financial settings or account details
See your Simplii Financial username, password, or PIN
Act on your accounts without you asking it something first

HISTORY WINDOW

How far back it can see

How much Simplii Financial history your assistant can read depends on your Hunch plan, not on Simplii Financial itself.

See plans →

HOUSEHOLDS

Sharing a household?

If you and a partner both link accounts to Hunch, you choose whether your assistant sees combined household data or just your own Simplii Financial accounts.

How households work →

COMPARING APPS

Comparing budgeting apps for Simplii Financial users

If you're weighing Hunch against another budgeting app for tracking Simplii Financial, start here.

Hunch vs YNAB →See all comparisons

SWITCHING — Moving from another app? Import your export and Hunch picks up where it left off.

Mint →Monarch Money →YNAB →

All supported banks →Security →

Simplii Financial is a trademark of its respective owner. Hunch is not affiliated with, endorsed by, or sponsored by Simplii Financial — this page exists to document how Hunch's Plaid-based connection to Simplii Financial works.

FAQ

Simplii Financial + Hunch, answered

Does my AI assistant ever see my Simplii Financial password?

No. Simplii Financial sign-in happens through Plaid — either a redirect to Simplii Financial's own site or a form inside Plaid's widget — and Hunch only ever receives a read-only data token. Your assistant never sees a password, and neither does Hunch.

Can my AI assistant move money out of my Simplii Financial account?

No. The Hunch connector is read-only. It can't initiate a transfer, pay a bill, or change anything in your Simplii Financial account — the most it can do is describe what it sees.

How far back can it see my Simplii Financial transactions?

That's set by your Hunch plan's history window, not by Simplii Financial. Check the plans page for the exact number of months on each tier.

Does this work for Simplii Financial credit cards too?

Not from this specific Simplii Financial connection — see the sync table above for exactly what's included today.

Does it see my Simplii Financial investments?

Not from this specific Simplii Financial connection — see the sync table above for exactly what's included today.

What if Simplii Financial doesn't show up when I try to connect?

Search by the exact name shown on this page — some banks list several entries in Plaid for different products. If it still doesn't appear, import a CSV statement instead and let us know which bank you'd like added.

Does Simplii Financial work with Plaid?

Yes — Hunch verified Simplii Financial's Plaid connection on July 30, 2026. It currently syncs Transactions, Account balances.

How do I export transactions from Simplii Financial?

Can chat see my bank account?

Yes — once you connect a bank account to Hunch, any AI assistant you've added as a connector can read its balances and transactions. It can't see anything you haven't connected, and it can't move money.

Can I ask chat about my spending?

Yes — that's the main use case. Ask things like "what did I spend on groceries last month" or "am I over budget" and it reads live from Hunch.

Does this work with chat gpt?

Yes. ChatGPT is one of two assistants with a full walkthrough on this site — Claude is the other — but Hunch's connector is built on MCP, the open standard, so it works with any compatible assistant.