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Managing Your Transactions
Managing Your Transactions
How to manage your transactions on the Simplifi Web App
22 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
Written by
Nicole
Updated over a week ago
How to Create an Income (Positive) Transaction
Learn how to create a positive transaction in Simplifi
Written by
Nicole
Updated over a week ago
How to Manually Import Transactions
Learn how to import transactions using a CSV file
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
Written by
Natalie
Updated over a week ago
How Do I Track Cash in Simplifi?
Learn how to track your cash in Simplifi
Written by
Natalie
Updated over a week ago
Manual Transactions 101
Review the limitations of manual transactions.
Written by
Paco
Updated over a week ago
Transaction Search Tips
Learn some tips for searching transactions in Simplifi
Written by
Nicole
Updated over a week ago
Does Simplifi download pending transactions?
Learn how Simplifi handles pending bank transactions
Written by
Nicole
Updated over a week ago
Managing Categories and Subcategories
Learn how to use Categories and Subcategories in Simplifi
Written by
Nicole
Updated over a week ago
How to Recategorize a Transaction
Learn how to change Categories assigned by Simplifi
Written by
Nicole
Updated this week
Using Tags in Simplifi
Learn how to manage your Tags in Simplifi
Written by
Nicole
Updated over a week ago
How to Use Transaction Rules
Learn how to create and use Transaction Rules in Simplifi
Written by
Natalie
Updated over a week ago
Using the Recurring Transaction Feature
Learn how to create, manage, and use Recurring Transactions in Simplifi
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
Written by
Natalie
Updated over a week ago
Linking Transactions to Reminders
Learn how to link and unlink transactions to Reminders in Simplifi
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
Written by
Natalie
Updated over a week ago
What Do the Colored Icons for Reminders Mean?
Learn about the Icon Colors for your Reminders
Written by
Natalie
Updated over a week ago
Flagging Transactions in Simplifi
Learn how to flag transactions in Simplifi
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
Written by
Nicole
Updated over a week ago
How Do Transfers Work?
Learn how to create and manage Transfers in Simplifi
Written by
Nicole
Updated over a week ago
How to Export Transactions
Learn how to download your transactions to a CSV file
Written by
Natalie
Updated over a week ago
Using the 'Reviewed' Column
Learn a couple of uses for the 'Reviewed' Column in Simplifi
Written by
Natalie
Updated over a week ago