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Reordering dashboard

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Adding a new rule

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6 Rules can also be created when you edit an existing transaction.
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Inbox

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Manage my business

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Creating a goal

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Community

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#TipTuesday networth history import | 7 views 5 points Started by Hari Palat 8:05 am
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My decision factor to pick simplify came down to Networth history import.
Now that | did, my decision is made. I'll proceed with Simplifi from next year.
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Best Of
Popular Tags @ Bug: Connected Fidelity brokerage account does not include margin @ Coach Natalie 57
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Online Banking 1753 Feature Request 1027 show that the total value in the account is $ 70,000, but it shows $100,000. a DannyB 19
Transactions 881 Spending Plan 657 Investments Online Banking | 21views 4 comments O point Started by divegoga
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Notifications 50 Tags 46 Transfers 40 @ A an.HSA Investment af:count type (edited) . -
1 would like to see HSA as choice under Investments. They aren't really any of the choices and | jstipe66 12
could view HSA account together.
Active Investments Feature Request ' 302 views 8 comments 47 points
Started by MDG39518 Most recent by agirault 11:19 am Feature Requests
@ Categorize account automatically
Absolutely everything on my husband's corporate card ought to be put in my “Expensed”
category. Occasionally there are things on other cards, too, but every charge on that card
should go in that categ...
Answered Categories Transaction Rules = 22 views 1comments 0 point Started by jpittenger
Most recent by UrsulaA 10:49 am Managing Your Transactions


Importing data

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screenKeywords:
Net Worth $0.00
Q ACCOuntS © Add H Balance with pending
<
B Net Worth $0.00
N Bills & Payments ~

$2 < Banking $0.00
* Cash & Checking $0.00 () today 0 onrenr 0 onreno ) onreb 26 |

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REITs $0.00
®

Investments
a4 + Investment account Transaction Activity Q_ Ssearch transactions Y [+ 3 c
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» February 2024
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§2 - Banking -$1.342.83 Account Date StatusV  Payee Category Tags Amount o
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WISE $1,342.83 » February 2024
~ Assets $0.00 WISE " Feb5,2024 Potato Corner --- Split -... Groceri... 0] 470
|__'q' ~ Real Estate $0.00
® REITs $0.00 REITs Feb 5, 2024 Opening Bala... Balance A... +1,000.00 % o
eb 5, pening Bala... alance A... +100. Z
" Investments WISE Feb 5, 2024 Opening Bal Balance A 0000 9% &
+ Investment account
A Liabilities v January 2024
+ Liability account
WISE Jan 20, 2024 Fancy Dinner... Uncatego... Birthday 64.20
WISE Jan 20, 2024 Splenda Bud... Uncatego... Birthday +500.00
WISE Jan 17,2024 Groceries Uncatego... Groceri... 15.30
C
WISE Jan 15, 2024 Uber Uncatego... Vacatio... 2112
@ WISE Jan 13, 2024 Perfume Uncatego... Vacation 1.735.21
Q » March 2023
|Import Data X
Import Transactions Import Historical Balance
You can manually import transactions from other financial apps or from
accounts that you can't automatically sync to Simplifi.
Import from Mint N
Step-by-step instructions
Import from Personal Capital S
Step-by-step instructions
Import from Apple Card N
Step-by-step instructions
F Import from a Comma Separated Value (CSV) file N
R Import from any source or create your own file with our template
|Import Data
Importing your transactions
Please keep this window open while we import your data.
This may take a few minutes.
|< Import from a CSV file X
Account * Transactions can only be imported
WISE M to one account at a time.
Step 2 Create a spreadsheet using these exact column headers.
(Or you can )
Date Payee Amount Tags
3/13/2020 Starbucks -7 Vacation
3/15/2020 Uber -2112 Hawaii, Vacation
3/17/2020 Acme 1735.21
Step 3 Enter or paste your transactions into the spreadsheet. Make sure your spreadsheet
uses the exact same column headers that we've provided and your dates and
amounts are formatted like the above examples.
Once imported to Simplifi, you can manually assign categories. (Only needed for
payees that you don't already have category rules set up for.)
Step 4 Save your spreadsheet as a .csv file.
Step 5 Select the transaction file you just created to import.
Drag and drop your CSV file here or
|Net Worth -$1,342.83
Q ACCOlJntS © Add H Balance with pending
<
B Net Worth -$1,342.83
N Bills & Payments ~
$2 < Banking -$1,342.83
* Cash & Checking -$1.342.83 0 tocay 0 onrenr 0 onreno ) onreb 26 €
WISE -$1,342.83
. Income Income Income Income 4 >
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- Assets $0.00 $ $ $ $ 3
|5_?' B wise B wise B wise B wise E
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® REITs $0.00
Investments
a4 + Investment account Transaction Activity Q_ Ssearch transactions Y [+ 3 c
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» February 2024
WISE [ Febb5,2024 Potato Corner --- Split -.. Groceri... 0] 4.70
REITs Feb 5, 2024 Opening Bala... Balance A... +1,000.00 % 9
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@ WISE Feb 5, 2024 Opening Bala... Balance A... +100.00 % 9
@ « January 2024
Q WISE Jan 20, 2024 Fancy Dinner... Uncatego.. Birthday 64.20
8 WISE Jan 20, 2024 Splenda Bud... Uncatego.. Birthday +500.00
|Import Data X
Success!
Transactions are imported into WISE
|Net Worth -$1,342.83
Q ACCOlJntS © Add H Balance with pending
<
B Net Worth -$1,342.83
N Bills & Payments ~
$2 < Banking -$1,342.83
* Cash & Checking -$1.342.83 () today 0 onrenr 0 onreno ) onreb 26 €
WISE -$1,342.83
. Income Income Income Income 4 >
- Assets $0.00 +$1,000.00 +$1,000.00 +$1,000.00 +$1,000.00 S
|5_?' B wise B wise B wise B wise E
Q ~ Real Estate $0.00
® REITs $0.00
Investments
a4 + Investment account Transaction Activity Q_ Ssearch transactions Y [+ 3 c
A Liabilities Account Date StatusV  Payee Category Tags Amount *
+ Liability account
» February 2024
WISE [ Febb5,2024 Potato Corner --- Split -.. Groceri... 0] 4.70
REITs Feb 5, 2024 Opening Bala... Balance A... +1,000.00 % 9
C
WISE Feb 5, 2024 Opening Bala... Balance A... +100.00 % 9
Ry
@ » January 2024
Q » March 2023
fa)
|< Import from a CSV file X
Account * Transactions can only be imported
WISE M to one account at a time.
Step 2 Create a spreadsheet using these exact column headers.
(Or you can )
Date Payee Amount Tags
3/13/2020 Starbucks -7 Vacation
3/15/2020 Uber -2112 Hawaii, Vacation
3/17/2020 Acme 1735.21
Step 3 Enter or paste your transactions into the spreadsheet. Make sure your spreadsheet
uses the exact same column headers that we've provided and your dates and
amounts are formatted like the above examples.
Once imported to Simplifi, you can manually assign categories. (Only needed for
payees that you don't already have category rules set up for.)
Step 4 Save your spreadsheet as a .csv file.
Step 5 Select the transaction file you just created to import.
import template.csv &
|< Import from a CSV file X
How to import from any Comma Separated Value (CSV) file.
Step 1 Choose which account to import to
Account * Transactions can only be imported
WISE M to one account at a time.
Step 2 Create a spreadsheet using these exact column headers.
(Or you can )
Date Payee Amount Tags
3/13/2020 Starbucks -7 Vacation
3/15/2020 Uber -2112 Hawaii, Vacation
3/17/2020 Acme 1735.21
Step 3 Enter or paste your transactions into the spreadsheet. Make sure your spreadsheet
uses the exact same column headers that we've provided and your dates and
amounts are formatted like the above examples.
Once imported to Simplifi, you can manually assign categories. (Only needed for
payees that you don't already have category rules set up for.)
Step 4 Save your spreadsheet as a .csv file.
Step 5 Select the transaction file you just created to import.


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< Add manual account X
You need to enter your transactions manually for this account.
Account Name
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WiseBanyan-Beta(Now Axos Bank)
wisebanyan.com
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AN American Fidelity Inv & Discover
7 Citibank PFidelity U DISCOVER
EX Express Retirement Credit Card
. Charles A @ Navy Federal
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|< Add manual account X
You need to enter your transactions manually for this account.
Account Name
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CONTINUE
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We didn't find any income transactions
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Track multiple account types including bank accounts,
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|= Let's get to know you a little
% * First Name
Jon
Last Name
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Zip Code
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|< You're all set!
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Choose Continue to start checking out your finances in Simplifi.
Choose Import Account Balances to import optional historical data.
IMPORT HISTORICAL BALANCES
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m WISE Manual
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7 Citibank PFidelity U DISCOVER
EX Express Retirement Credit Card
. Charles A @ Navy Federal
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Ending a series

pageType: Application

screenKeywords:
End series X
Ending your Employment series will only mark it as ended. It will not
delete your series or any history related to it.
|X
Employment
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Average
$0 $0 $0 $0 $0
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pageType: Application Application Application Application Application Application Application Application

screenKeywords:
Creating rename rule
|Settings
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D VIEW TRANSACTIONS
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CREATE
|Settings
= & Genera Payees & rules Q
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D VIEW TRANSACTIONS
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Create a rule to rename future matching transactions.
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D VIEW TRANSACTIONS
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|Settings
= & Genera Payees & rules Q
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Deleting a series

screenKeywords:
Delete recurring series X
Deleting the recurring series for Employment will delete all future
reminders for this series.
|X
Employment
Canceled Delete series
Average
$1,000
$0 $0 $0 $0 $0 $1,000
SEP ocT NOV DEC JAN FEB
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WISE
|X
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$0 $0 $0 $0 $0 $1,000
SEP ocT NOV DEC JAN FEB
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WISE
|Spending Plan February 2024 >
=
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Adding a bill

screenKeywords:
Add bill X
Choose a transaction to make recurring
5 Feb 2024 Opening Balance Balance Adjustment +$1,000.00
5 Feb 2024 Opening Balance Balance Adjustment +$100.00
5 Feb 2024 Potato Corner --- Split --- $4.70
20 Jan 2024 Fancy Dinner Place Uncategorized $64.20
17 Jan 2024 Groceries Uncategorized $15.30
15 Jan 2024 Uber Uncategorized $2112
Couldn't Find? ADD MANUALLY
|Spending Plan February 2024 >
153]
$2 $4,445.00 N .
Income after bills & saving » Income $4150000 :
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a Income after bills & savings $4,500.00
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5 Feb 2024 Opening Balance Balance Adjustment +$1,000.00
5 Feb 2024 Opening Balance Balance Adjustment +$100.00
5 Feb 2024 Potato Corner --- Split --- $4.70
20 Jan 2024 Fancy Dinner Place Uncategorized $64.20
17 Jan 2024 Groceries Uncategorized $15.30
15 Jan 2024 Uber Uncategorized $2112
Couldn't Find? ADD MANUALLY
|New Recurring X
Groceries
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