Managing Your Transactions

How to manage your transactions on the Simplifi Web App

Nicole avatar Paco avatar Natalie avatar +1
23 articles in this collection
Written by Nicole, Paco, Natalie and 1 other

How To Categorize a Transfer From a Checking to an Investment Account

Learn how to categorize a 'Transfer' from a checking account to an investment account 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

Managing Transactions in Simplifi

Learn how to Add, Edit, Delete, and Split Transactions in Simplifi
Nicole avatar
Written by Nicole
Updated over a week ago

How to Create an Income (Positive) Transaction

Learn about recording Income Transactions
Nicole avatar
Written by Nicole
Updated over a week ago

How to Import Transactions

Learn how to import transactions using a CSV file
Nicole avatar
Written by Nicole
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

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 Tags in Simplifi

Learn how to manage your Tags in Simplifi
Nicole avatar
Written by Nicole
Updated over a week ago

Using the Recurring Transaction Feature

Learn how to create, manage, and use the Recurring Transaction feature
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

How Do I Link a Transaction to a Recurring Reminder?

Learn how to manually link a transaction to a Recurring Reminder
Nicole avatar
Written by Nicole
Updated over a week ago

How do I unlink a transaction from a recurring reminder?

Learn how to manually unlink a transaction from a recurring reminder
Blake avatar
Written by Blake
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

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 to attach a receipt to a transaction

Learn how to attach a receipt to a transaction
Blake avatar
Written by Blake
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