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Managing Your Transactions
How to manage your transactions on the Simplifi Web App



Managing Transactions in Simplifi
How to Create an Income (Positive) Transaction
How to Manually Import Transactions
How to Track Pre-Deposit Paycheck Deductions
How Do I Track Cash in Simplifi?
Manual Transactions 101
Transaction Search Tips
Does Simplifi Download Pending Transactions?
Managing Categories and Subcategories
How to Recategorize a Transaction
Using Tags in Simplifi
How to Use Transaction Rules
Using the Recurring Transaction Feature
What's the Difference Between 'Bills' and 'Subscriptions'?
Linking Transactions to Reminders
How to Skip an Instance of a Recurring Reminder
What Do the Colored Icons for Reminders Mean?
Flagging Transactions in Simplifi
How to Ignore Transactions from Reports and the Spending Plan
How Do Transfers Work?
How to Export Transactions
Using the 'Reviewed' Column