Discussion List

• 
  Why are pending transactions that I create with a date in the future automatically added to Bills

  Answered ✓ Closed Philk 1.2K views 12 comments 0 points Most recent by Philk December 2023
• 
  Pending transactions not being downloaded (edited)

  Closed Paul H. 135 views 5 comments 0 points Most recent by UrsulaA December 2023
• 
  Link multiple transactions to existing recurring

  Answered ✓ Closed Shiraz 454 views 2 comments 0 points Most recent by Shiraz December 2023
• 
  Budgeting

  Answered ✓ Closed tragicview 165 views 6 comments 0 points Most recent by tragicview December 2023
• 
  PayPal payments with credit card - how to categorize?

  Answered ✓ Closed theromm 369 views 6 comments 0 points Most recent by theromm December 2023
• 
  Can a manual transaction match up to an imported transaction?

  Answered ✓ Closed theromm 65 views 6 comments 0 points Most recent by theromm December 2023
• 
  Saving categories for all occurrences

  Answered ✓ Closed Charles V 11 views 1 comment 0 points Most recent by Coach Natalie December 2023
• 
  Moving from Mint to Simplifi and Transfers

  Closed N4KHQ 364 views 4 comments 1 point Most recent by N4KHQ December 2023
• 
  Apple Card csv - does import only work one month at a time?

  Answered ✓ Closed theromm 44 views 1 comment 0 points Most recent by Coach Natalie December 2023
• 
  Manual Transactions Question

  Answered ✓ Closed TimTL 87 views 3 comments 0 points Most recent by Coach Natalie December 2023
• 
  Notification of new transactions to review?

  Answered ✓ Closed theromm 99 views 3 comments 1 point Most recent by theromm December 2023
• 
  Adding a payment to a manual Apple Card account (edited)

  Closed Nikolai Denmark 104 views 2 comments 0 points Most recent by Nikolai Denmark December 2023
• 
  Split transactions need a space for Notes in each line, next to Tags.

  Closed Dian 45 views 1 comment 2 points Most recent by RobWilk December 2023
• 
  Having transfer issue

  Answered ✓ Closed BradC 61 views 2 comments 0 points Most recent by BradC December 2023
• 
  Rules for Naming/Categories Should have an "Amount" Option

  Closed WillTrott 54 views 1 comment 1 point Most recent by Flopbot November 2023
• 
  I just purchased Simplifi and try to payee catagory, where do I enter income?

  Answered ✓ Closed Mulu 68 views 2 comments 0 points Most recent by DannyB November 2023
• 
  How to Export transactions - within a Date Range

  Answered ✓ Closed ps56k 303 views 3 comments 0 points Most recent by dsfreddy November 2023
• 
  Cannot use HOME or END key (from keyboard) on Amount and Account fields (edited)

  Closed y11 52 views 1 comment 0 points Most recent by Coach Natalie November 2023
• 
  From Mint, can’t seem to import investment transactions

  Closed smugdoug 152 views 1 comment 0 points Most recent by RobWilk November 2023
• 
  Mint refugees: "Loan Payment" for transfers (solved)

  Closed the_scottster 54 views 0 comments 3 points Started by the_scottster November 2023
• 
  Settings->Payees and Rules->+Rule->New Payee Name Rule:: Apple.com bill

  Answered ✓ Closed Sandee 46 views 4 comments 0 points Most recent by Flopbot November 2023
• 
  Linked CC transaction payee names

  Answered ✓ Closed botjnilt 62 views 1 comment 0 points Most recent by Coach Natalie November 2023
• 
  After you split a transaction, how do you save it?

  Answered ✓ Closed System 81 views 4 comments 0 points Most recent by MrDWPMAN November 2023
• 
  Split Transactions

  Closed leavingmarks 1.1K views 7 comments 0 points Most recent by leavingmarks November 2023
• 
  Exclude category from spending plan

  Closed talon 256 views 4 comments 1 point Most recent by DannyB November 2023
• 
  Custom categories not imported from Mint CSV

  Answered ✓ Closed Marcin 231 views 5 comments 2 points Most recent by Coach Kristina November 2023
• 
  Transfers between accounts added

  Answered ✓ Closed krubinow 157 views 3 comments 0 points Most recent by krubinow November 2023
• 
  Missing transaction - Changed Date to Future

  Answered ✓ Closed L.K. 183 views 2 comments 0 points Most recent by Flopbot November 2023
• 
  Transactions->Split Transactions->Exclude & Notes

  Closed Sandee 137 views 1 comment 2 points Most recent by RobWilk November 2023
• 
  Import/Export CSV format - confusing

  Closed ps56k 692 views 10 comments 1 point Most recent by dave_sxxxxx November 2023