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, or when you need to unlink a transaction from a Recurring Reminder.

Since Simplifi is continually learning, linking transactions to Reminders will increase the odds that it matches correctly next time!

Note: For 'Past Due' Reminders, there can only be one instance in Simplifi at a time, so once the next instance occurs, the prior instance will be removed.

Link a Transaction to a Reminder

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Accounts.

  3. Select the account where the transaction occurred.

  4. In the Upcoming section at the top, locate the Reminder you'd like to link and click on it.

  5. Select Link to Transaction.

  6. Locate the matching transaction and click on it.

  7. Click Apply.

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

You can also link a transaction to a Reminder from the transaction directly:

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Accounts.

  3. Select the account where the transaction occurred.

  4. Locate the transaction you'd like to link and click on it.

  5. Use the Is a Bill, Recurring Income, or Recurring Transfer toggle, whichever applies.

  6. Select Assign to existing bill, Assign to existing income, or Assign to existing transfer, whichever applies.

  7. Locate the associated Recurring Series and select it.

Note: If you'd like to link a manual transaction to a Recurring Reminder, it must be done from the transaction directly.

Unlink a Transaction From a Reminder

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Accounts.

  3. Select the account where the transaction occurred.

  4. Locate the transaction you'd like to unlink and click on it.

  5. Use the Recurring Bill, Recurring Income, or Recurring Transfer toggle, whichever applies.

  6. Select Unassign this one only.

Once unlinked from the transaction, the Recurring Reminder will be added back to the Upcoming view.

Note: To learn more about using our Recurring Transaction feature, check out our article here! And if you have any trouble linking or unlinking transactions to Reminders in Simplifi, please don't hesitate to contact our wonderful Support Team.

To learn more about linking and unlinking transactions to Reminders on the Simplifi Web App, please click here!

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