Managing Transactions

How to review, categorize, and update your transactions.

Coach Alex avatar Coach Tappan avatar Nicole avatar +1
12 articles in this collection
Written by Coach Alex, Coach Tappan, Nicole and 1 other

How to Add an Asset Account

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

What currencies does Simplifi support?

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Written by Paco
Updated over a week ago

Can I reconcile my accounts in Simplifi?

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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
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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
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Written by Coach Tappan
Updated over a week ago

How to Resolve Missing Transactions

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

How to Create an Income (Positive) Transaction

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

How do Transfers Work?

Understand how to move money between accounts in Simplifi
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Written by Coach Alex
Updated this week

How do Categories, Subcategories, and Tags Work?

Classifying and grouping related transactions
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Written by Coach Alex
Updated over a week ago

How to Recategorize a Transaction in Simplifi

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

How to Add, Edit, and Delete Transactions

Learn about transactions in Simplifi
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Written by Coach Alex
Updated over a week ago

How to Add an Account

Understand how to add accounts in Simplifi
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Written by Coach Alex
Updated this week