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  1. Simple Fund 360 Knowledge Centre
  2. Transactions

Transactions

Common Topics

  • Add Bank Account - Smart Matching
  • AI Assistant
  • Arithmetic Calculator
  • Attach Documents to Transactions
  • First Home Super Saver Scheme
  • How To Delete a Transaction
See all 19 articles

Transaction Matching

  • Create a Matching Rule from the Transaction List
  • How to Unmatch Transactions
  • Matching Locked Transactions
  • Matching Rules Screen
  • Purchases and bank transactions are not automatically matching
  • SmartDocs Documents

Contributions

  • Contribution Dashboard
  • Contributions (24200) Guide
  • Contributions splitting for a Spouse
  • Downsizer Contributions
  • How to enter a COVID-19 Re-contribution
  • How to Enter Contributions
See all 9 articles

Dividends

  • DRPs - How to Manually Record a Journal forĀ a Dividend/Distribution Reinvestment
  • How to Enter Dividends
  • SmartDocs - Distributions/Dividends

Depreciation

  • Accumulated Depreciation
  • Depreciation Schedule
  • Depreciation: Asset Write Off
  • How to Enter Depreciation - Manual
  • Incorrect Written Down Value

Distributions

  • Charter Hall (CHC) - Annual Tax (AMMA) Statement
  • Examples - How to enter an Annual Tax Statement
  • How to Enter a Distribution & Tax Statement

CSV

  • Bank CSV Import
  • CSV Template
  • Reverse a CSV Upload

Tax

  • ATO Tax Refund
  • Division 293 Contribution Tax
  • Excess Contributions Tax
  • How do I Enter ATO Interest or GIC
  • PAYG Tax Instalments
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