Discussion List

• 
  What is the best way to track cash back?

  Answered ✓ Closed swiederin 795 views 4 comments 0 points Most recent by RobWilk October 2023
• 
  Excluded Transfers and Spending Plan (edited)

  Answered ✓ Closed r0ck3t 316 views 3 comments 0 points Most recent by RobWilk October 2023
• 
  Categorization of Credit Card Spend and CC Payment

  Answered ✓ Closed morgers 1.1K views 4 comments 0 points Most recent by Flopbot October 2023
• 
  Sale of Vehicle?

  Answered ✓ Closed Diver4242 105 views 2 comments 0 points Most recent by Diver4242 October 2023
• 
  Will pending transactions disappear if not posted?

  Answered ✓ Closed thaJack 61 views 1 comment 0 points Most recent by RobWilk October 2023
• 
  Automatically link credit card payments

  Closed thaJack 147 views 3 comments 0 points Most recent by SRC54 September 2023
• 
  How does transaction matching actually work?

  Answered ✓ Closed Matt Y 91 views 3 comments 0 points Most recent by Coach Natalie September 2023
• 
  How do I define the payee in the case of an income transaction?

  Answered ✓ Closed perkin-warbeck 123 views 3 comments 0 points Most recent by Coach Natalie September 2023
• 
  How can I exclude an entire category from reports?

  Answered ✓ Closed ender 888 views 2 comments 2 points Most recent by Coach Natalie August 2023
• 
  Don't make "New Category Rule" the default when entering in a transaction

  Answered ✓ Closed blanktom 112 views 1 comment 1 point Most recent by RobWilk August 2023
• 
  Track who owes me money; money loaned out

  Answered ✓ Closed dereckmezquita 481 views 2 comments 0 points Most recent by Flopbot August 2023
• 
  How to categorize rent payments from my credit card? (edited)

  Answered ✓ Closed 47Minutes 447 views 13 comments 0 points Most recent by RobWilk August 2023
• 
  How to Include all 'zelle' transfers as part of my expense reports and spending?

  Answered ✓ Closed knockknock 695 views 4 comments 0 points Most recent by Biff August 2023
• 
  Long list of pending transactions which never clear

  Closed Buchhalter 111 views 3 comments 0 points Most recent by Buchhalter August 2023
• 
  Recurring transactions not posting

  Answered ✓ Closed pawebb 395 views 5 comments 0 points Most recent by Coach Natalie August 2023
• 
  R.E. Tell us how you plan to track your vacation in Simplifi

  Closed DannyB 359 views 3 comments 1 point Most recent by DannyB July 2023
• 
  Cannot edit transaction grayed out and "excluded from reports" to "included"

  Closed JacekP 112 views 1 comment 0 points Most recent by Coach Natalie July 2023
• 
  What is the "usage" column on CSV export?

  Answered ✓ Closed bcrossman 11 views 1 comment 0 points Most recent by Coach Natalie July 2023
• 
  Using the Refund Tracker to track Refunds

  Closed Coach Blake 91 views 3 comments 1 point Most recent by Flopbot December 2021
• 
  Tell us how you plan to track your vacation in Simplifi!

  Closed Coach Natalie 404 views 7 comments 1 point Most recent by Coach Natalie July 2021