Managing Your Transactions
How to manage your transactions on the Simplifi Web App
By Natalie and 2 others3 authors24 articles
Managing Transactions in Quicken Simplifi
How to Create an Income Transaction
How to Manually Import Transactions
How to Track Pre-Deposit Paycheck Deductions
How Do I Track Cash in Quicken Simplifi?
Manual Transactions 101
Transaction Search Tips
Does Quicken Simplifi Download Pending Transactions?
Managing Categories and Subcategories
How to Recategorize a Transaction
Using Tags to Organize Transactions in Quicken Simplifi
How to Use Transaction Rules
Managing Recurring Transactions
What's the Difference Between 'Bills' and 'Subscriptions'?
Linking Transactions to Reminders
How to Skip an Instance of a Recurring Reminder
What Do the Colored Icons for Reminders Mean?
Flagging Transactions in Quicken Simplifi
How to Exclude Transactions from Reports and the Spending Plan
How Do Transfers Work?
How to Export Transactions
Using the 'Reviewed' Column
Tracking Shared Expenses
How to Import Transactions from Mint