Managing Your Transactions

Discussion List

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  Bulk Add Transactions

  Closed ruhaan93 92 views 2 comments 0 points Most recent by DannyB December 2023
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  How do folks handle shared spending/reimbursements? (edited)

  Answered ✓ Closed ajbopp 181 views 2 comments 0 points Most recent by RobWilk December 2023
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  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
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  Pending transactions not being downloaded (edited)

  Closed Paul H. 131 views 5 comments 0 points Most recent by UrsulaA December 2023
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  Link multiple transactions to existing recurring

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

  Answered ✓ Closed tragicview 161 views 6 comments 0 points Most recent by tragicview December 2023
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  PayPal payments with credit card - how to categorize?

  Answered ✓ Closed theromm 362 views 6 comments 0 points Most recent by theromm December 2023
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  Can a manual transaction match up to an imported transaction?

  Answered ✓ Closed theromm 61 views 6 comments 0 points Most recent by theromm December 2023
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  Saving categories for all occurrences

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

  Closed N4KHQ 361 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 41 views 1 comment 0 points Most recent by Coach Natalie December 2023
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  Manual Transactions Question

  Answered ✓ Closed TimTL 81 views 3 comments 0 points Most recent by Coach Natalie December 2023
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  Notification of new transactions to review?

  Answered ✓ Closed theromm 91 views 3 comments 1 point Most recent by theromm December 2023
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  Adding a payment to a manual Apple Card account (edited)

  Closed Nikolai Denmark 101 views 2 comments 0 points Most recent by Nikolai Denmark December 2023
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  Split transactions need a space for Notes in each line, next to Tags.

  Closed Dian 41 views 1 comment 2 points Most recent by RobWilk December 2023
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  Having transfer issue

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

  Closed WillTrott 51 views 1 comment 1 point Most recent by Flopbot November 2023
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  I just purchased Simplifi and try to payee catagory, where do I enter income?

  Answered ✓ Closed Mulu 61 views 2 comments 0 points Most recent by DannyB November 2023
• 
  How to Export transactions - within a Date Range

  Answered ✓ Closed ps56k 301 views 3 comments 0 points Most recent by dsfreddy November 2023
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  Cannot use HOME or END key (from keyboard) on Amount and Account fields (edited)

  Closed y11 51 views 1 comment 0 points Most recent by Coach Natalie November 2023
• 
  From Mint, can’t seem to import investment transactions

  Closed smugdoug 151 views 1 comment 0 points Most recent by RobWilk November 2023
• 
  Mint refugees: "Loan Payment" for transfers (solved)

  Closed the_scottster 51 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 41 views 4 comments 0 points Most recent by Flopbot November 2023
• 
  Linked CC transaction payee names

  Answered ✓ Closed botjnilt 61 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
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  Split Transactions

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

  Closed talon 251 views 4 comments 1 point Most recent by DannyB November 2023
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  Custom categories not imported from Mint CSV

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

  Answered ✓ Closed krubinow 151 views 3 comments 0 points Most recent by krubinow November 2023
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  Missing transaction - Changed Date to Future

  Answered ✓ Closed L.K. 181 views 2 comments 0 points Most recent by Flopbot November 2023