When creating any Transaction in Simplifi, there are a couple of things to keep in mind. First, remember that Income (positive) Transactions will be displayed in green, while Expense (negative) Transactions will be displayed in black.

Note: When in Dark Mode, both income and expense transactions will be displayed in the same color, however, you can determine an income transaction by the plus (+) sign in front of the amount.

It's also important to understand that Categories are a great way to differentiate between Income and Expense Transactions. If a Transaction has been assigned an Income Category, it will automatically default to a positive amount; an Expense Category will default to a negative amount.

If you choose not to Categorize the Transaction, just be sure to enter a + symbol before the amount to record it as Income:

Note: For more details on adding transactions in Simplifi, please see our Support Article here.

If you need any assistance with entering transactions in Simplifi, our Support Team is just a click away!

To learn about creating income transactions on the Simplifi Mobile App, please click here!

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