Group 65
Go to Simplifi
All Collections
Managing Your Transactions
Managing Your Transactions
How to manage your transactions in the Simplifi Web App
13 articles in this collection
Written by
Nicole,
Paco,
and
Natalie
How to Manage Transactions
Learn how to Add, Edit, Delete, and Split Transactions in Simplifi
Written by
Nicole
Updated over a week ago
How to Create an Income (Positive) Transaction
Learn about recording Income Transactions
Written by
Nicole
Updated over a week ago
How to Import Transactions
Learn how to import transactions using a CSV file
Written by
Nicole
Updated over a week ago
Manual transactions 101
Review the limitations of manual transactions.
Written by
Paco
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 about changing Categories assigned by 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 Tags in Simplifi
Learn how to manage your Tags in Simplifi
Written by
Nicole
Updated over a week ago
Using the Recurring Transaction Feature
Learn how to create, manage, and use the Recurring Transaction feature
Written by
Nicole
Updated over a week ago
How do I link a transaction to my recurring reminder?
Learn how to manually link a transaction to a recurring reminder
Written by
Nicole
Updated over a week ago
How to Exclude Transactions from Reports and Spending Plan
Learn how to exclude transactions from Reports and 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