Overview

Simplifi’s Transactions page allows you to see your recent 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 or removing the columns you use most.

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

  • Attachment
  • Entry Method
  • Notes
  • Tags
  • Flag
  • Reviewed
  • Ignored

Instructions

To get started, hover over the menu on the left-hand, click Transactions and select the accounts you want to adjust.

  1. Click on the Gear icon at the upper right to show the display options.
  2. Select the Show/Hide Columns submenu at the bottom of the dropdown list.
  3. Click on each of the columns you wish to display. A checkmark will appear once they’re selected. (To remove a column, just uncheck it.)

Headings for the new columns you selected will now appear at the top of the Transactions screen!

Did this answer your question?