How to Categorise Your Transactions in SimpliHome
Make your spending data meaningful by categorising your bank transactions. Learn how to categorise manually, use smart suggestions, set up automatic rules, and bulk-categorise historical data.
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Make your spending data meaningful by categorising your bank transactions. Learn how to categorise manually, use smart suggestions, set up automatic rules, and bulk-categorise historical data.
Get your transaction history into SimpliHome quickly by importing a CSV export from your bank. This guide covers the required format, how to export from major UK banks, and troubleshooting common issues.
Answers to common questions about SimpliHome's financial features — bank accounts, budgets, transactions, CSV imports, multi-currency, and getting a clear picture of your household finances.