Overview

Whether you've come across an unfamiliar transaction, or simply want to double-check a receipt, Simplifi offers the ability to "Flag" any transaction so you know to check on it at a later time. Our "Flag" indicators even come in 5 different colors, and you can use other flags in different ways; it's totally up to you.

Flagging Transactions

You can flag transactions through the Simplifi mobile app or Simplifi on the web.

Using the mobile app:

  1. Slide any transaction in the transaction list to the right to bring up the flag options

  2. OR, tap a transaction to see it individually, scroll down and tap Flag.

Using a web browser:

  1. Click the gear at the top right of the transaction list.

  2. Choose Show/Hide Columns.

  3. Make sure the Flag option is checked; the flag column will appear on the left-hand side of the list.

  4. On any transaction in the list, click inside the flag column to add a flag.

Removing Flags

Removing Flags is as simple as adding them. To remove, follow the same steps as above, but choose the empty Flag instead.

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