Transactions

Discussion List

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  Merged: Filter by day of month in the transaction register and the amount high and low.

  Closed sbennet1 1 view 0 comments 1 point Most recent by sbennet1 January 9Feature Requests
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  Add Labels to Flags

  Active Flopbot 442 views 20 comments 35 points Most recent by Dick_Davis January 9Feature Requests
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  33

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  Ability to search for original payees/"Appears on your statement as..." info (edited)

  Active MovingFromMint 162 views 6 comments 33 points Most recent by sbennet1 January 7Feature Requests
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  Nordstrom Card Services not connecting and Manual download is reversing transation amounts

  Closed humby3 164 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 ✓ Closed Dick_Davis 124 views 8 comments 0 points Most recent by Dick_Davis January 6Managing Your Transactions
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  Transactions not showing in Spending Plan (edited)

  Closed Chrisg60 50 views 1 comment 0 points Most recent by SRC54 January 6Using the Spending Plan
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  Allow Transactions to Link Directly to Savings Goals

  Closed RDMitra 161 views 4 comments 1 point Most recent by Coach Natalie January 5Using Savings Goals
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  How can I view business deposits into my checking account in reports

  Answered ✓ Closed skano 23 views 3 comments 0 points Most recent by Coach Natalie January 5Business Reports
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  Color coding tags/categories/accounts (edited)

  Active shinyllama 121 views 4 comments 16 points Most recent by TwelveSilverPennies January 3Feature Requests
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  3

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  Bill Connect for Credit Cards: Exclude pending transactions from the next (not current) reminder

  Active EL1234 13 views 1 comment 3 points Most recent by Flaviking January 3Feature Requests
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  Regions Bank - Pending transactions download twice (edited)

  Closed Fradojr 305 views 14 comments 0 points Most recent by Coach Jon January 2Troubleshooting
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  Chase pending transactions - delay in being counted toward balance (edited)

  Closed EL1234 358 views 30 comments 0 points Most recent by EL1234 January 2Adding and Updating Accounts
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  Tags vs Notes

  Answered ✓ Closed MTav8biz 72 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?

  Closed DarinMan 28 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 ✓ Closed teresalcarroll 123 views 6 comments 0 points Most recent by EL1234 December 2025Managing Your Transactions
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  Merged: Target Circle Card - Missing Transactions Since 12/6

  Closed dunnnw 21 views 0 comments 0 points Most recent by dunnnw December 2025Adding and Updating Accounts
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  recurring payment icon is missing on web (edited)

  Closed Jerrod 97 views 5 comments 0 points Most recent by Jerrod December 2025Troubleshooting
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  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 11 views 0 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
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  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by Dick_Davis December 2025Managing Your Transactions
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  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by Dick_Davis December 2025Managing Your Transactions
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  Home Value Change is not a Transaction

  Closed e39e60 28 views 1 comment 0 points Most recent by DryHeat December 2025Feedback
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  Advance Rules broke most existing rules for Income.

  Closed N4KHQ 73 views 4 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
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  No Transactions Retrieved From Citizens Bank Since 12/9 (edited)

  Closed MikeZ 343 views 16 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Can recurring reminders be automatically entered as pending transactions the day of? (edited)

  Answered ✓ Closed eeb4th 148 views 7 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
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  Transaction Activity Panel does not show transaction dates

  Closed nrp06 58 views 4 comments 0 points Most recent by SRC54 December 2025Report a Bug
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  Merged: Category has shifted to Payee in Transaction Activity for one account

  Closed dont 11 views 0 comments 0 points Most recent by dont December 2025Managing Your Transactions
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  Ability to link or tie Savings Goals contributions/withdraws to transactions (edited)

  Active andrew1030 774 views 12 comments 64 points Most recent by RDMitra December 2025Feature Requests
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  Transaction export

  Closed IHasAQuestion 35 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
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  Elevations Credit Union - Linking caused transactions to be downloaded into 2 accounts

  Closed System 17 views 2 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts