Overview

In true Simplifi fashion, we like to make managing your transactions easy! This includes the ability to customize your account registers by adding and removing Columns. That way, you can focus on the important stuff when viewing your transactions and exclude the rest!

Simplifi has ten default Columns: Account, Date, Status, Payee, Category, Tags, Attachment, Recurring, Ignored, and Amount. Simplifi also offers the ability to enable these additional columns:

  • Flag

  • Reviewed

  • Notes

Note: We currently don't offer a Check Number Column and suggest using the Notes Column to track check numbers.

Instructions

Customizations made to an account register will apply to all accounts and account headers.

  1. Hover over the menu on the left-hand side and select Transactions.

  2. Click the gear icon to the upper right of the Transactions List.

  3. Click on each of the Columns that you wish to display and a checkmark will appear next to it. To remove a Column, just uncheck it. Note: Some Columns cannot be removed, such as Date, Payee, Category, and Amount.

Note: You can reset your Columns back to default by selecting the gear icon to the upper right of the Transactions List and then selecting Reset to defaults.

You can also easily customize the row height for your account registers! To do so, select the gear icon to the upper right of the Transactions List and then select Row height. From here, you can choose from Comfortable (default), Smaller, and Tight.

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