Overview

While we've worked hard to ensure that Simplifi links transactions properly, there may be times when you'll need to manually link a downloaded transaction to a Recurring Reminder. Since Simplifi is continually learning, linking transactions increases the odds that it will match correctly next time.

Note: Currently, Simplifi does not offer the ability to link manual transactions to Recurring Reminders.

Instructions:

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

  2. Select the Account where the transaction occurred.

  3. In the Upcoming section, locate the Reminder that you'd like to link.

  4. Click the three dots to the upper right of the Reminder.

  5. Select Link to transaction.

  6. Locate the matching transaction and click on it.

  7. Click Link.

Simplifi will remove the Recurring Reminder from the Upcoming view and match it to the downloaded transaction.

If you receive an error when trying to link a transaction, be sure that the Recurring Reminder has the same designated account listed as the account in which the transaction occurred.

  • Example: Let's say that you've created a Recurring Reminder for a utility bill that you usually pay through your checking account, but this month you paid it through your credit card; Simplifi won't allow you to match the downloaded transaction to your Recurring Reminder because it occurred in a different account than the account listed for that Reminder. In this scenario, you'd need to update the designated account on the Recurring Series to the one in which the transaction occurred.

Alternatively, you may be receiving this message if you're trying to link a manual transaction to a recurring reminder. To learn more about our Recurring Transaction feature, check out our article here!

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