Managing Transactions

How to review, categorize, and update your transactions.

Coach Alex avatar Nicole avatar Paco avatar
16 articles in this collection
Written by Coach Alex, Nicole, and Paco

How do I link a transaction to my recurring reminder?

Learn how to manually link a transaction to a recurring reminder
Nicole avatar
Written by Nicole
Updated over a week ago

How to Import Transactions

Learn how to import transactions using a CSV file
Nicole avatar
Written by Nicole
Updated over a week ago

Using Tags in Simplifi

Learn how to manage your Tags in Simplifi
Nicole avatar
Written by Nicole
Updated over a week ago

How does Simplifi calculate my balance?

Learn how Simplifi calculates the balance on connected accounts
Nicole avatar
Written by Nicole
Updated over a week ago

Managing Categories and Subcategories

Learn how to use Categories and Subcategories in Simplifi
Nicole avatar
Written by Nicole
Updated over a week ago

How to Export Transactions

Downloading your account transactions into a CSV file for use outside of Simplifi
Coach Alex avatar
Written by Coach Alex
Updated over a week ago

How to Add an Asset Account

Learn about adding your Assets in Simplifi
Coach Alex avatar
Written by Coach Alex
Updated over a week ago

What currencies does Simplifi support?

Paco avatar
Written by Paco
Updated over a week ago

Can I reconcile my accounts in Simplifi?

Paco avatar
Written by Paco
Updated over a week ago

How to Exclude Transactions from Reports and Spending Plan

Learn how to exclude transactions from Reports and Spending Plan
Nicole avatar
Written by Nicole
Updated over a week ago

How to Add or Remove Columns

Learn how to display or remove columns on the transactions page
Nicole avatar
Written by Nicole
Updated over a week ago

How to Resolve Missing Transactions

Common causes of missing transactions and how to correct them
Coach Alex avatar
Written by Coach Alex
Updated over a week ago

How to Create an Income (Positive) Transaction

Learn about recording Income Transactions
Coach Alex avatar
Written by Coach Alex
Updated over a week ago

How do Transfers Work?

Learn how to create and manage Transfers in Simplifi
Coach Alex avatar
Written by Coach Alex
Updated over a week ago

How to Recategorize a Transaction

Learn about changing Categories assigned by Simplifi
Coach Alex avatar
Written by Coach Alex
Updated over a week ago

How to Manage Transactions

Learn how to Add, Edit, Delete, and Split Transactions in Simplifi
Nicole avatar
Written by Nicole
Updated over a week ago