Managing Your Transactions

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 Create an Income (Positive) Transaction

Learn how to create a positive transaction in Simplifi

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 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 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

Transaction Search Tips

Learn some tips for searching transactions in Simplifi

Written by Nicole
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 this week

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

Linking Transactions to Reminders

Learn how to link and unlink transactions to Reminders in Simplifi

Written by Nicole
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