Managing Transactions

How to review, categorize, and update your transactions.

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

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

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 do Categories, Subcategories, and Tags Work?

Classifying and grouping related transactions
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 Add, Edit, and Delete Transactions

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