Managing Your Transactions

Discussion List

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  Future-dating cleared transactions in Simplifi (additional annual spending plan)

  Closed aolafsson 181 views 9 comments 0 points Most recent by Flopbot January 2024
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  Import Tip: Put Your Category in the Tag Column (it doesn't always load category from the CSV)

  Closed aolafsson 325 views 12 comments 6 points Most recent by UrsulaA January 2024
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  Miscategorized investment trade

  Closed mthoman1 65 views 3 comments 0 points Most recent by UrsulaA January 2024
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  Simplifi lets you import duplicates but not reimport after deleting?

  Closed Etch44 148 views 5 comments 1 point Most recent by Lee B January 2024
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  Renaming rules are not applying to my transaction

  Answered ✓ Closed jrw277 56 views 2 comments 0 points Most recent by jrw277 January 2024
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  Update: It was just a slow refresh issue. SSN transaction is showing

  Answered ✓ Closed N4KHQ 46 views 2 comments 0 points Most recent by N4KHQ January 2024
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  Allow Split Transactions to contain negative amounts in rows

  Closed CapnWillP 293 views 15 comments 1 point Most recent by SRC54 January 2024
• 
  How to categorize (edited)

  Answered ✓ Closed robynbiener315 67 views 2 comments 0 points Most recent by DannyB January 2024
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  Check numbers

  Closed KAO 200 views 8 comments 0 points Most recent by UrsulaA January 2024
• 
  CSV import leaves out transactions prior to 2020

  Closed dont 62 views 2 comments 0 points Most recent by dont January 2024
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  Credit Card

  Answered ✓ Closed rjcherian 115 views 1 comment 0 points Most recent by DannyB January 2024
• 
  Export select transactions

  Answered ✓ Closed gbeaudry2024 44 views 4 comments 1 point Most recent by UrsulaA January 2024
• 
  Separate funds in one checking account

  Answered ✓ Closed JackG 25 views 1 comment 0 points Most recent by DannyB January 2024
• 
  Export categories & associations from Simplifi to Quicken?

  Answered ✓ Closed James-edmunds 270 views 2 comments 0 points Most recent by Coach Natalie January 2024
• 
  Change category of multiple transactions for a vendor

  Answered ✓ jojomosgo 64 views 1 comment 0 points Most recent by jojomosgo January 2024
• 
  Mint Import Not working

  Closed Lee B 1.8K views 32 comments 1 point Most recent by UrsulaA January 2024
• 
  Is there a way to disable the exclude from spending plan/report feature?

  Answered ✓ Closed aotto 93 views 2 comments 0 points Most recent by aotto January 2024
• 
  How do I fix my problem caused by happy clicking

  Answered ✓ Closed N4KHQ 42 views 3 comments 0 points Most recent by N4KHQ January 2024
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  Categorize manually

  Answered ✓ Closed MJ Ballard 77 views 3 comments 0 points Most recent by Coach Kristina January 2024
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  Cash flow seems too high

  Answered ✓ Closed N4KHQ 49 views 3 comments 0 points Most recent by Coach Natalie January 2024
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  How do I disable the "New Rule Creation" Popup

  Answered ✓ Closed Steve89 251 views 3 comments 0 points Most recent by Coach Natalie January 2024
• 
  Will manual transactions match to bank transactions or duplicate? (edited)

  Answered ✓ Closed LindaKelly 63 views 1 comment 0 points Most recent by UrsulaA January 2024
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  Reoccurring transactions/categories and Checks

  Answered ✓ Closed N4KHQ 43 views 2 comments 0 points Most recent by SRC54 January 2024
• 
  Payees - wildcards, grouping seem impossible (direly needed)

  Closed AchaarLonache 111 views 7 comments 0 points Most recent by AchaarLonache January 2024
• 
  Renaming Rules Apply...But Don't Un-Apply

  Closed AchaarLonache 122 views 9 comments 0 points Most recent by AchaarLonache January 2024
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  Vehicle expense tracking

  Answered ✓ Closed quicken-lover 106 views 2 comments 0 points Most recent by quicken-lover January 2024
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  A Question About Account Types

  Answered ✓ Closed ajbopp 87 views 6 comments 0 points Most recent by UrsulaA January 2024
• 
  Editing Multiple Transactions

  Answered ✓ Closed Pam 173 views 6 comments 1 point Most recent by UrsulaA January 2024
• 
  how can I edit an income amount and save it?

  Answered ✓ Closed Rtpa@4106 70 views 2 comments 0 points Most recent by Coach Natalie January 2024
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  Feature Request: apply Category Rules to manually edited transactions

  Closed Mook Mook 33 views 1 comment 1 point Most recent by Coach Natalie January 2024