How do I balance my accounts on here, so that past transactions are removed?

Baxter

Any help on balancing accounts is greatly appreciated!

DannyB

Are you asking about reconciling bank accounts? Not sure what you mean by "so that past transactions are removed."  Simplifi doesn't support reconciliation of bank accounts.

Coach Natalie

Hello @Baxter,

Thanks for posting your inquiry to the Community!

If you are indeed looking for reconciliation abilities, as @DannyB mentioned, this is not currently offered in Simplifi. We do, however, have an existing Idea post requesting this ability that you may consider adding your vote and feedback to. 

https://community.simplifimoney.com/discussion/156/reconciliation#latest

If you're looking for something different, perhaps providing more details as to what specifically you're looking to accomplish will allow the Community to get a better idea of how best to advise you.

-Coach Natalie 

Flopbot

@Baxter

See this post for information on how I do a ‘mock reconciliation’ that seems to work well for me.  While it’s not a true reconciliation, it’s brings me peace of mind.

https://community.simplifimoney.com/discussion/3778/how-do-i-reconcile-my-bank-credit-card-statement-on-simplifi