Simplifi was intended to be directly connected with your bank to help track your balances and transactions in real-time. While we offer the ability to create and manage manual accounts, you’ll miss out on some of the additional features that Simplifi offers. To learn how to manage your manual transactions, click here.
When adding a manual transaction to a connected account, the transaction's status will show as "Pending." For the pending status to be removed from that transaction, you'd have to manually change the status from "Pending" to "Cleared" and the "Pending" status will be removed from the transaction.
When adding or editing a manual transaction into a manually created account, like a cash account, you won't have the option to add or edit the status of the transaction. Once the transaction is added into the account, it will be automatically set as "Cleared."
While you’ll be able to create recurring transactions within your accounts, both connected and manually created, you won’t be able to assign manually created transactions to any recurring transactions.
To learn more about recurring transactions, click here.
When your banks are connected with Simplifi, we will keep up with your balance in real-time and have your pending transactions downloaded. With a manual account, you would have to maintain the account's balance by adding transactions.