Managing Your Transactions

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

What Do the Colored Icons for Reminders Mean?

Learn about the Icon Colors for your Reminders

Written by Natalie
Updated over a week ago

Managing Transactions in Simplifi

Learn how to Add, Edit, Delete, and Split Transactions in Simplifi

Written by Nicole
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 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 yesterday

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 Use Transaction Rules

Learn how to create and use Transaction Rules 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

Using the Recurring Transaction Feature

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

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 this week

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

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 to attach a receipt to a transaction

Learn how to attach a receipt to a transaction

Written by Blake
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