Transactions

Discussion List

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  Import transactions from CSV no longer triggering Rules

  Bernardo 87 views 9 comments 0 points Most recent by Heros K2 4:57AMTroubleshooting
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  Add Labels to Flags

  Active Flopbot 272 views 20 comments 33 points Most recent by Dick_Davis 2:51AMFeature Requests
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  Mr. Cooper mortgage account - set to manual and now payments show as income (edited)

  Nancy Roberts 22 views 4 comments 0 points Most recent by Nancy Roberts 2:15AMTroubleshooting
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  Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

  nrp06 82 views 14 comments 0 points Most recent by Coach Natalie January 8Troubleshooting
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  Ability to search for original payees/"Appears on your statement as..." info (edited)

  Active MovingFromMint 136 views 6 comments 29 points Most recent by sbennet1 January 7Feature Requests
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  "Apply rule to existing transactions" is not working

  cyberstackn 37 views 4 comments 0 points Most recent by cyberstackn January 7Troubleshooting
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  Account Register Update: Share your feedback here!

  Announcement Coach Natalie 681 views 93 comments 0 points Most recent by EL1234 January 6Early Access User Feedback
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  Nordstrom Card Services not connecting and Manual download is reversing transation amounts

  humby3 14 views 1 comment 0 points Most recent by Coach Jon January 6Adding and Updating Accounts
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  Changes to transaction register? (edited)

  Answered ✓ Dick_Davis 33 views 8 comments 0 points Most recent by Dick_Davis January 6Managing Your Transactions
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  Optum FSA Account Transaction Activity does not align with what's shown on Simplifi

  jhst 18 views 1 comment 0 points Most recent by Coach Jon January 6Adding and Updating Accounts
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  Transactions not showing in Spending Plan (edited)

  Chrisg60 12 views 1 comment 0 points Most recent by SRC54 January 6Using the Spending Plan
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  Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

  In Review achester99 2.9K views 65 comments 249 points Most recent by estebanV January 6Feature Requests
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  Add an option to expand/collapse all transaction rows (edited)

  Active Money Manager 208 views 19 comments 27 points Most recent by ek4askmb January 6Feature Requests
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 4.1K views 135 comments 223 points Most recent by EL1234 January 5Feature Requests
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  Allow Transactions to Link Directly to Savings Goals

  RDMitra 40 views 4 comments 1 point Most recent by Coach Natalie January 5Using Savings Goals
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 201 views 13 comments 31 points Most recent by Frustrated January 5Feature Requests
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  Ability to remove tags during bulk edit

  Active Norm6257 857 views 44 comments 61 points Most recent by Frustrated January 5Feature Requests
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  How can I view business deposits into my checking account in reports

  Answered ✓ skano 21 views 3 comments 0 points Most recent by Coach Natalie January 5Business Reports
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  Ability to search for split amounts in transactions (edited)

  Active EL1234 22 views 2 comments 5 points Most recent by EL1234 January 3Feature Requests
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  Add Keyboard Shortcuts (edited)

  Active bickabah 493 views 25 comments 47 points Most recent by kaltorak January 3Feature Requests
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  Color coding tags/categories/accounts (edited)

  Active shinyllama 107 views 4 comments 15 points Most recent by TwelveSilverPennies January 3Feature Requests
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  Bill Connect for Credit Cards: Exclude pending transactions from the next (not current) reminder

  Active EL1234 19 views 1 comment 3 points Most recent by Flaviking January 3Feature Requests
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  Regions Bank - Pending transactions download twice (edited)

  Fradojr 127 views 14 comments 0 points Most recent by Coach Jon January 2Troubleshooting
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  I deleted a tag, then QS created a "NA"/ "Unknown" Tag in it's place

  Max1223 102 views 10 comments 0 points Most recent by juli7 January 2Report a Bug
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  Chase pending transactions - delay in being counted toward balance (edited)

  EL1234 125 views 30 comments 0 points Most recent by EL1234 January 2Adding and Updating Accounts
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  Tags vs Notes

  Answered ✓ MTav8biz 36 views 3 comments 0 points Most recent by DryHeat January 2Managing Your Transactions
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  Just subscribed. Why do I get an error trying to enter Transactions?

  DarinMan 20 views 2 comments 0 points Most recent by RobWilk December 2025Troubleshooting
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  When DFAS deposit comes in early how do you add in Simplifi and not change my January spending plan

  Answered ✓ teresalcarroll 38 views 6 comments 0 points Most recent by EL1234 December 2025Managing Your Transactions
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  Target Circle Card won't download new transactions

  RFL281 2.4K views 152 comments 1 point Most recent by EL1234 December 2025Adding and Updating Accounts
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  Merged: Target Circle Card - Missing Transactions Since 12/6

  Closed dunnnw 24 views 0 comments 0 points Most recent by dunnnw December 2025Adding and Updating Accounts