Managing Your Transactions

How to manage your transactions on the Simplifi Web App

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21 articles in this collection
Written by Nicole, Paco, and Natalie

Managing Transactions in Simplifi

Learn how to Add, Edit, Delete, Split, and Attach Receipts to Transactions in Simplifi
Nicole avatar
Written by Nicole
Updated this week

How to Create an Income (Positive) Transaction

Learn how to create a positive transaction in Simplifi
Nicole avatar
Written by Nicole
Updated over a week ago

How to Manually Import Transactions

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

How to Track Pre-Deposit Paycheck Deductions

Learn how to track your pre-deposit paycheck deductions in Simplifi
Natalie avatar
Written by Natalie
Updated over a week ago

How Do I Track Cash in Simplifi?

Learn how to track your cash in Simplifi
Natalie avatar
Written by Natalie
Updated over a week ago

Manual Transactions 101

Review the limitations of manual transactions.
Paco avatar
Written by Paco
Updated over a week ago

Does Simplifi download pending transactions?

Learn how Simplifi handles pending bank transactions
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 Recategorize a Transaction

Learn how to change Categories assigned by Simplifi
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 to Use Transaction Rules

Learn how to create and use Transaction Rules in Simplifi
Natalie avatar
Written by Natalie
Updated over a week ago

Using the Recurring Transaction Feature

Learn how to create, manage, and use Recurring Transactions in Simplifi
Nicole avatar
Written by Nicole
Updated over a week ago

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

Learn some options for using 'Bills' versus 'Subscriptions' in Simplifi
Natalie avatar
Written by Natalie
Updated over a week ago

Linking Transactions to Reminders

Learn how to link and unlink transactions to Reminders in Simplifi
Nicole avatar
Written by Nicole
Updated over a week ago

How to Skip an Instance of a Recurring Reminder

Learn how to skip one of your Reminders in Simplifi
Natalie avatar
Written by Natalie
Updated over a week ago

What Do the Colored Icons for Reminders Mean?

Learn about the Icon Colors for your Reminders
Natalie avatar
Written by Natalie
Updated over a week ago

Flagging Transactions in Simplifi

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

How to Ignore Transactions from Reports and the Spending Plan

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

How Do Transfers Work?

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

How to Export Transactions

Learn how to download your transactions to a CSV file
Natalie avatar
Written by Natalie
Updated over a week ago

Using the 'Reviewed' Column

Learn a couple of uses for the 'Reviewed' Column in Simplifi
Natalie avatar
Written by Natalie
Updated over a week ago