I just purchased Simplifi and try to payee catagory, where do I enter income?

Mulu

I just purchased Simplifi and try to payee catagory, where do I enter income?

RobWilk

On the web, to enter a new transaction, you click the "+" on the right side of area above register:

When you enter income (as opposed to withdrawal) put a "+" sign (from keyboard) in front of the dollar amount.

It works similarly on the mobile app, except the add transaction button is in the upper right..

-Rob

DannyB

Welcome to Simplifi, @Mulu

If you want to set up recurring income, there are a couple of ways to go about it.

You can create one directly from the Recurring section:

1. Hover over the panel on the left-hand side and select Settings.
2. Select Recurring.
3. Click the + Add button.
4. Select the Transaction you wish to make Recurring and click on it.
5. Click Create.

You can also create a recurring income transaction from the account register.

1. Hover over the panel on the left-hand side and select Transactions.
2. Locate the transaction you'd like to make Recurring, hover over it, and then click the three dots at the end of it.
3. Select Create new recurring.
4. Ensure the pre-filled data is correct and make any changes that are needed.
5. Click Create when done.

These instructions are copied from a great support article that will give you more information on how to manage recurring transactions in general.

https://help.simplifimoney.com/en/articles/3625912-managing-recurring-transactions