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Managing Your Transactions

Managing Your Transactions

How to manage your transactions in the Simplifi Web App

Nicole avatar Paco avatar Natalie avatar
15 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
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

Manual transactions 101

Review the limitations of manual transactions.
Paco avatar
Written by Paco
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 about changing 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 this week

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 to Exclude Transactions from Reports and Spending Plan

Learn how to exclude transactions from Reports and Spending Plan
Nicole avatar
Written by Nicole
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