Managing Your Transactions

Discussion List

• 
  "Payees and Rules" need advanced feature to create rules using specific words

  a7790 9 views 0 comments 0 points Started by a7790 June 4
• 
  Brokerage Accounts transactions should not automatically be ignored by Reports or Spending Plan

  SRC54 57 views 8 comments 0 points Most recent by SRC54 June 2
• 
  Linking to a reoccurring bill on the split screen exists form with out saving other edits

  FinTechMan 12 views 1 comment 0 points Most recent by Coach Natalie May 30
• 
  How to Track Transfers to Broker (edited)

  Answered ✓ WillyDK 27 views 2 comments 0 points Most recent by WillyDK May 19
• 
  Recategorize quickly without opening a transaction

  Derek&Kelly 21 views 1 comment 0 points Most recent by Coach Natalie May 16
• 
  How do you manually add transactions

  Answered ✓ Blue Velvet 27 views 1 comment 0 points Most recent by DannyB May 7
• 
  Issues with transactions dates for Wells Fargo transactions (edited)

  Closed Steve86 353 views 55 comments 0 points Most recent by Coach Natalie April 27
• 
  Typing Category For Easier Sorting

  Answered ✓ Closed farm_astronaut 41 views 4 comments 0 points Most recent by farm_astronaut April 13
• 
  Removing Recurring Series Resets Transaction Payee Name, Category, etc.

  Closed Flopbot 20 views 2 comments 0 points Most recent by Flopbot April 7
• 
  Adding transactions to manual (previously connected) account

  Answered ✓ Closed bsherinian 23 views 1 comment 0 points Most recent by Coach Natalie April 7
• 
  How do I find a missing transaction?

  Answered ✓ Closed theoracle39 49 views 6 comments 0 points Most recent by theoracle39 March 24
• 
  seeing if a transaction is cleared

  Answered ✓ Closed PhilS 27 views 2 comments 0 points Most recent by DannyB March 18
• 
  'Hold' Transactions with Bank of America (edited)

  Closed rcortez 65 views 9 comments 0 points Most recent by Coach Natalie March 14
• 
  Split Transfers are missing in the "to" account (edited)

  Closed asubbaiyanprof 41 views 12 comments 0 points Most recent by Coach Natalie March 14
• 
  Check Tracking

  Closed wholbrook 54 views 2 comments 0 points Most recent by Coach Natalie March 2
• 
  Reviewing Multiple Transactions at Once

  Closed aalstot 15 views 1 comment 1 point Most recent by Coach Natalie February 28
• 
  Ignore part of a transaction?

  Answered ✓ Closed myllanac 35 views 2 comments 0 points Most recent by Flopbot February 26
• 
  #TipTuesday: Flagging transactions for later review

  Closed Coach Natalie 251 views 3 comments 0 points Most recent by MrGood February 26
• 
  Option to Merge Manually-Entered Transaction and Bank-Downloaded Transaction Not Available?

  Amanda Young 189 views 12 comments 0 points Most recent by PJLmoney February 24
• 
  How do I ignore investment account transactions from spending reports

  Answered ✓ Closed jcwmoore 58 views 1 comment 0 points Most recent by HuntlyHome February 9
• 
  Transfers with different dates are not linking

  Answered ✓ Closed atp 33 views 2 comments 0 points Most recent by Flopbot January 31
• 
  Splitting Bills and Expenses; Paid Back in Venmo

  Answered ✓ Closed corgisimo 40 views 2 comments 0 points Most recent by corgisimo January 29
• 
  Pending Transactions don't match up in Bank download

  Closed SRC54 212 views 40 comments 0 points Most recent by SRC54 January 26
• 
  I would like to record a check No in my transactions, How do I do it?

  Answered ✓ Closed XJarhead 47 views 3 comments 0 points Most recent by Flopbot January 21
• 
  Issues with linking manual transactions to a recurring reminder

  Closed System 46 views 4 comments 0 points Most recent by Flopbot January 7
• 
  Merged: Issues with linking manual transactions to a recurring reminder

  System 1 view 0 comments 0 points Started by System January 6
• 
  Issues with Simplifi not matching transactions (edited)

  Closed Chrobrego 43 views 2 comments 0 points Most recent by Coach Natalie January 2
• 
  Workaround for categorizing Amazon vs Whole Foods transactions?

  Answered ✓ Closed jdj 119 views 7 comments 0 points Most recent by DannyB December 2022
• 
  Pre entry for category

  Answered ✓ Closed axer2005 22 views 1 comment 0 points Most recent by RobWilk December 2022
• 
  Can you scan & capture receipts for auto-entry?

  Answered ✓ Closed MinB 148 views 5 comments 0 points Most recent by MinB December 2022