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Managing Your Transactions
Managing Your Transactions
How to manage your transactions on the Simplifi Web App
+1
23 articles in this collection
Written by
Nicole,
Paco,
Natalie
and 1 other
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 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 to Create an Income (Positive) Transaction
Learn about recording Income Transactions
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 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
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 over a week ago
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
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
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
How Do I Link a Transaction to a Recurring Reminder?
Learn how to manually link a transaction to a Recurring Reminder
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
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
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