Managing Your Transactions

Discussion List

• 
  Moving from Mint to Simplifi and Transfers

  N4KHQ 13 views 2 comments 1 point Most recent by Coach Natalie 6:17PM
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  Need some Mint Import Clarifications Please

  WolfieGirl 107 views 9 comments 0 points Most recent by WolfieGirl 6:01PM
• 
  Apple Card csv - does import only work one month at a time?

  Answered theromm 10 views 1 comment 0 points Most recent by Coach Natalie 4:51PM
• 
  Manual Transactions Question

  Answered TimTL 34 views 3 comments 0 points Most recent by Coach Natalie 3:33PM
• 
  Notification of new transactions to review?

  Answered ✓ theromm 25 views 3 comments 1 point Most recent by theromm December 4
• 
  Adding a payment to a manual Apple Card account (edited)

  Nikolai Denmark 23 views 2 comments 0 points Most recent by Nikolai Denmark December 4
• 
  Split transactions need a space for Notes in each line, next to Tags.

  Dian 17 views 1 comment 2 points Most recent by RobWilk December 4
• 
  Having transfer issue

  Answered BradC 25 views 2 comments 0 points Most recent by BradC December 3
• 
  Allow Split Transactions to contain negative amounts in rows

  CapnWillP 19 views 3 comments 0 points Most recent by Coach Natalie December 1
• 
  All credit card transactions with Delta Comm CU are downloading as "credit card purchase" (edited)

  Paddlefoot02 166 views 35 comments 0 points Most recent by Coach Natalie November 30
• 
  Rules for Naming/Categories Should have an "Amount" Option

  WillTrott 19 views 1 comment 0 points Most recent by Flopbot November 30
• 
  I just purchased Simplifi and try to payee catagory, where do I enter income?

  Answered Mulu 18 views 2 comments 0 points Most recent by DannyB November 29
• 
  How to Export transactions - within a Date Range

  Answered ✓ ps56k 47 views 3 comments 0 points Most recent by dsfreddy November 28
• 
  Cannot use HOME or END key (from keyboard) on Amount and Account fields (edited)

  y11 22 views 1 comment 0 points Most recent by Coach Natalie November 27
• 
  From Mint, can’t seem to import investment transactions

  smugdoug 44 views 1 comment 0 points Most recent by RobWilk November 26
• 
  Mint refugees: "Loan Payment" for transfers (solved)

  the_scottster 15 views 0 comments 3 points Started by the_scottster November 26
• 
  Settings->Payees and Rules->+Rule->New Payee Name Rule:: Apple.com bill

  Answered ✓ Sandee 33 views 4 comments 0 points Most recent by Flopbot November 25
• 
  Linked CC transaction payee names

  Answered ✓ botjnilt 23 views 1 comment 0 points Most recent by Coach Natalie November 24
• 
  After you split a transaction, how do you save it?

  Answered ✓ System 36 views 4 comments 0 points Most recent by MrDWPMAN November 24
• 
  Split Transactions

  leavingmarks 74 views 7 comments 0 points Most recent by leavingmarks November 24
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  Mint Import Not working

  Lee B 138 views 8 comments 0 points Most recent by Coach Natalie November 22
• 
  Exclude category from spending plan

  talon 42 views 4 comments 0 points Most recent by DannyB November 21
• 
  Custom categories not imported from Mint CSV

  Answered ✓ Marcin 130 views 5 comments 2 points Most recent by Coach Kristina November 21
• 
  Transfers between accounts added

  Answered ✓ krubinow 39 views 3 comments 0 points Most recent by krubinow November 20
• 
  Pending transactions not being downloaded (edited)

  Paul H. 36 views 2 comments 0 points Most recent by DannyB November 19
• 
  Missing transaction - Changed Date to Future

  Answered ✓ L.K. 18 views 2 comments 0 points Most recent by Flopbot November 19
• 
  Transactions->Split Transactions->Exclude & Notes

  Sandee 27 views 1 comment 2 points Most recent by RobWilk November 18
• 
  Import/Export CSV format - confusing

  ps56k 100 views 10 comments 1 point Most recent by dave_sxxxxx November 18
• 
  Why aren't some future (upcoming) transactions not showing in the list of upcoming transactions

  Answered ✓ Lee B 26 views 3 comments 0 points Most recent by Lee B November 18
• 
  Option to export transaction CSV without ANY filters

  washday_escapade 26 views 3 comments 0 points Most recent by washday_escapade November 18