Simplifi

Learn how to Add, Edit, Delete, Split, and Attach Receipts to Transactions in Simplifi

Managing Transactions in Simplifi

Learn how to create a positive transaction in Simplifi

How to Create an Income (Positive) Transaction

Learn how to import transactions using a CSV file

How to Manually Import Transactions

Learn how to track your pre-deposit paycheck deductions in Simplifi

How to Track Pre-Deposit Paycheck Deductions

How Do I Track Cash in Simplifi?

Review the limitations of manual transactions.

Manual Transactions 101

Learn some tips for searching transactions in Simplifi

Transaction Search Tips

Learn how Simplifi handles pending bank transactions

Does Simplifi Download Pending Transactions?

Learn how to use Categories and Subcategories in Simplifi

Managing Categories and Subcategories

Learn how to change Categories assigned by Simplifi

How to Recategorize a Transaction

Learn how to manage your Tags in Simplifi

Using Tags in Simplifi

Learn how to create and use Transaction Rules in Simplifi

How to Use Transaction Rules

Learn how to create, manage, and use Recurring Transactions in Simplifi

Using the Recurring Transaction Feature

Learn some options for using 'Bills' versus 'Subscriptions' in Simplifi

What's the Difference Between 'Bills' and 'Subscriptions'?

Learn how to link and unlink transactions to Reminders in Simplifi

Linking Transactions to Reminders

Learn how to skip one of your Reminders in Simplifi

How to Skip an Instance of a Recurring Reminder

Learn about the Icon Colors for your Reminders

What Do the Colored Icons for Reminders Mean?

Learn how to flag transactions in Simplifi

Flagging Transactions in Simplifi

Learn how to ignore transactions from Reports and the Spending Plan

How to Ignore Transactions from Reports and the Spending Plan

Learn how to create and manage Transfers in Simplifi

How Do Transfers Work?

Learn how to download your transactions to a CSV file

How to Export Transactions

Learn a couple of uses for the 'Reviewed' Column in Simplifi

Using the 'Reviewed' Column

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How to manage your transactions on the Simplifi Web App

Managing Your Transactions

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