Managing Your Transactions

Discussion List

• 
  Update: It was just a slow refresh issue. SSN transaction is showing

  Answered ✓ Closed N4KHQ 44 views 2 comments 0 points Most recent by N4KHQ January 19
• 
  Allow Split Transactions to contain negative amounts in rows

  Closed CapnWillP 292 views 15 comments 1 point Most recent by SRC54 January 19
• 
  How to categorize (edited)

  Answered ✓ Closed robynbiener315 64 views 2 comments 0 points Most recent by DannyB January 17
• 
  Check numbers

  Closed KAO 183 views 8 comments 0 points Most recent by UrsulaA January 16
• 
  CSV import leaves out transactions prior to 2020

  Closed dont 62 views 2 comments 0 points Most recent by dont January 15
• 
  Credit Card

  Answered ✓ Closed rjcherian 112 views 1 comment 0 points Most recent by DannyB January 14
• 
  Export select transactions

  Answered ✓ Closed gbeaudry2024 42 views 4 comments 1 point Most recent by UrsulaA January 12
• 
  Separate funds in one checking account

  Answered ✓ Closed JackG 25 views 1 comment 0 points Most recent by DannyB January 12
• 
  Export categories & associations from Simplifi to Quicken?

  Answered ✓ Closed James-edmunds 239 views 2 comments 0 points Most recent by Coach Natalie January 12
• 
  Change category of multiple transactions for a vendor

  Answered ✓ jojomosgo 57 views 1 comment 0 points Most recent by jojomosgo January 12
• 
  Mint Import Not working

  Closed Lee B 1.8K views 32 comments 1 point Most recent by UrsulaA January 11
• 
  Is there a way to disable the exclude from spending plan/report feature?

  Answered ✓ Closed aotto 87 views 2 comments 0 points Most recent by aotto January 11
• 
  How do I fix my problem caused by happy clicking

  Answered ✓ Closed N4KHQ 42 views 3 comments 0 points Most recent by N4KHQ January 10
• 
  Categorize manually

  Answered ✓ Closed MJ Ballard 76 views 3 comments 0 points Most recent by Coach Kristina January 9
• 
  Cash flow seems too high

  Answered ✓ Closed N4KHQ 49 views 3 comments 0 points Most recent by Coach Natalie January 9
• 
  How do I disable the "New Rule Creation" Popup

  Answered ✓ Closed Steve89 223 views 3 comments 0 points Most recent by Coach Natalie January 9
• 
  Will manual transactions match to bank transactions or duplicate? (edited)

  Answered ✓ Closed LindaKelly 59 views 1 comment 0 points Most recent by UrsulaA January 9
• 
  Reoccurring transactions/categories and Checks

  Answered ✓ Closed N4KHQ 43 views 2 comments 0 points Most recent by SRC54 January 8
• 
  Payees - wildcards, grouping seem impossible (direly needed)

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

  Closed AchaarLonache 114 views 9 comments 0 points Most recent by AchaarLonache January 7
• 
  Vehicle expense tracking

  Answered ✓ Closed quicken-lover 90 views 2 comments 0 points Most recent by quicken-lover January 6
• 
  A Question About Account Types

  Answered ✓ Closed ajbopp 84 views 6 comments 0 points Most recent by UrsulaA January 5
• 
  Editing Multiple Transactions

  Answered ✓ Closed Pam 156 views 6 comments 1 point Most recent by UrsulaA January 5
• 
  how can I edit an income amount and save it?

  Answered ✓ Closed Rtpa@4106 67 views 2 comments 0 points Most recent by Coach Natalie January 4
• 
  Feature Request: apply Category Rules to manually edited transactions

  Closed Mook Mook 33 views 1 comment 1 point Most recent by Coach Natalie January 4
• 
  Deleting a transaction (How To)

  Closed the_scottster 118 views 1 comment 0 points Most recent by UrsulaA January 4
• 
  Citizens Bank transactions not updating (edited)

  Closed sunyab1984 177 views 6 comments 0 points Most recent by Coach Natalie January 3
• 
  Ability to Apply Tag Edits to All Transactions (edited)

  Closed Nancy 48 views 2 comments 1 point Most recent by Coach Natalie January 3
• 
  How to record a positive cash transaction against a credit card transaction

  Answered ✓ Closed cycler15 64 views 2 comments 0 points Most recent by cycler15 January 1
• 
  Entering negative number

  Answered ✓ Closed JXXS 269 views 4 comments 0 points Most recent by JXXS January 1