Overview

Simpifi is designed to do most of the work for you, but there may be a time when you need to create or edit a transaction manually. The Simplifi Mobile App makes managing your transactions easy.

Note: If a transaction is manually entered into a connected account, Simplifi will automatically match the transaction to the downloaded transaction, as long as the information is the same.

Add a Transaction

  1. Click the Menu icon (the three lines in the upper left corner).
  2. Select Accounts.
  3. Select the Account you'd like to add a transaction to.
  4. Click the blue plus (+) button in the bottom right.
  5. You will be presented with a screen to input the amount of the transaction; the amount will be displayed as a negative number by default, however, clicking the plus (+) sign in the lower left will allow you to change it to a positive number. Select Done when finished.
  6. Enter in the Date, Payee, Category, and any other information you'd like included with the transaction, such as a Tag, Note, or Attachment. You also have the options to Ignore from Reports and to Ignore from Spending Plan.
  7. Click Save when done.

Note: You can also add a transaction from the All Transactions screen by clicking on the blue plus (+) button in the bottom right.

Edit a Transaction

  1. Click the Menu icon (the three lines in the upper left corner).
  2. Select Accounts.
  3. Select the Account that has the transaction you'd like to edit.
  4. Locate the transaction you'd like to edit and click on it.
  5. You will be presented with a screen that will allow you to select any of the available fields to make the necessary changes.
  6. Click SAVE in the upper right corner when done.

Note: You can also locate and edit a transaction from the All Transactions screen.

Delete a Transaction

Note: We recommend reviewing your transactions before deleting, as they will NOT re-download once deleted; the transaction will have to be manually entered instead.

  1. Click the Menu icon (the three lines in the upper left corner).
  2. Select Accounts.
  3. Select the Account that has the transaction you'd like to delete.
  4. Locate the transaction you'd like to delete and click on it.
  5. When the transaction opens, scroll to the bottom of the screen and select Delete Transaction.
  6. Confirm that you'd like to delete the transaction by selecting DELETE.

Note: You can also locate and delete a transaction from the All Transactions screen.

Split a Transaction

  1. Click the Menu icon (the three lines in the upper left corner).
  2. Select Accounts.
  3. Select the Account that has the transaction you'd like to split.
  4. Locate the transaction you'd like to split and click on it.
  5. Click on the Split toggle to the upper right of the Category field to turn the split action on.
  6. The transaction will expand with a default of two split-lines; click the blue (+) Add Split button, located below the second line, to add as many lines as needed.
  7. Enter the dollar amount you'd like to use for the first portion of the split and then enter the Category for this same portion.
  8. Repeat this step for every split-line you'd like to create for the transaction; Simplifi should automatically adjust the amount of the next line-item to stay in sync with the total amount of the transaction.
  9. Click SAVE in the upper right corner when done.

Note: You can also locate and split a transaction from the All Transactions screen.

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