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 yesterday

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 this week

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