Overview

Simplifi’s Transactions page allows you to see all of your transactions in list form, so you can sort, edit, and delete items easily. But you can also customize the way the Transactions screen looks by adding the Columns that you use most, or by removing the Columns that you don't want to see. You can even sort your Transactions List by most of the available Columns!

When you first set up your account, Simplifi will show nine default columns: Account, Date, Status, Payee, Category, Tags, Amount, Attachment, and Ignored. Simplifi also offers the ability to enable these additional columns:

  • Entry Method

  • Notes

  • Flag

  • Reviewed

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

Instructions

To get started, hover over the menu on the left-hand side, select Transactions, and then select Banking.

  1. Click on the Gear icon to the upper right of the Transactions List.

  2. Select Show/Hide Columns.

  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 of the default Columns cannot be removed, such as Account, Date, Payee, Category, and Amount.

Did this answer your question?