Transactions

Discussion List

• 
  Historical Transactions not updating my net worth

  Closed samlimster 43 views 1 comment 0 points Most recent by RobWilk January 17Managing Your Transactions
• 
  Transactions are being randomly changed

  Closed Cosmo24 54 views 4 comments 0 points Most recent by Cosmo24 January 17Troubleshooting
• 
  Tip: How to get transactions faster for Fidelity Visa Credit Card provided by Elan Financial

  Closed danielkeisling 151 views 4 comments 1 point Most recent by SRC54 January 17Managing Your Transactions
• 
  Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

  Closed nrp06 283 views 16 comments 0 points Most recent by Coach Natalie January 16Troubleshooting
• 
  Where are the Spending and Income tabs? (edited)

  Answered ✓ Closed roadrunner 31 views 1 comment 0 points Most recent by Coach Natalie January 14Managing Your Transactions
• 
  Changes to transaction export? (edited)

  Closed John CB 191 views 4 comments 1 point Most recent by John CB January 14Managing Your Transactions
• 
  16

  Up Down
  Stop automatic category assignment/leave category blank for downloaded transactions (edited)

  Active CodePoet 1K views 21 comments 16 points Most recent by Satch January 14Feature Requests
• 
  10

  Up Down
  Ability to import transactions via CSV more than once (edited)

  Active Vince 192 views 3 comments 10 points Most recent by sbennet1 January 13Feature Requests
• 
  Transfer to a retirement account to a FSA/HSA, allow to mark as pre-tax for reports?

  Answered ✓ Closed TiggerTrainer 51 views 1 comment 1 point Most recent by SRC54 January 13Categories and Tags
• 
  Mr. Cooper mortgage account - set to manual and now payments show as income (edited)

  Closed Nancy Roberts 232 views 13 comments 0 points Most recent by Nancy Roberts January 12Troubleshooting
• 
  hitting Enter after inputting "Notes" in transaction columns view is cumbersome

  Closed scotte 101 views 8 comments 3 points Most recent by EL1234 January 12Managing Your Transactions
• 
  Merged: Target Circle card - transactions not downloading (edited)

  Closed elvisize 1 view 0 comments 0 points Most recent by elvisize January 12Adding and Updating Accounts
• 
  Mistakenly updated transaction to a future date - now I cannot find it

  Answered ✓ Closed Mango2024 111 views 3 comments 0 points Most recent by EL1234 January 11Managing Your Transactions
• 
  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
• 
  36

  Up Down
  Add Labels to Flags

  Active Flopbot 491 views 20 comments 36 points Most recent by Dick_Davis January 9Feature Requests
• 
  33

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

  Active MovingFromMint 181 views 6 comments 33 points Most recent by sbennet1 January 7Feature Requests
• 
  Nordstrom Card Services not connecting and Manual download is reversing transation amounts

  Closed humby3 223 views 1 comment 0 points Most recent by Coach Jon January 6Adding and Updating Accounts
• 
  Changes to transaction register? (edited)

  Answered ✓ Closed Dick_Davis 182 views 8 comments 0 points Most recent by Dick_Davis January 6Managing Your Transactions
• 
  Transactions not showing in Spending Plan (edited)

  Closed Chrisg60 52 views 1 comment 0 points Most recent by SRC54 January 6Using the Spending Plan
• 
  Allow Transactions to Link Directly to Savings Goals

  Closed RDMitra 204 views 4 comments 1 point Most recent by Coach Natalie January 5Using Savings Goals
• 
  How can I view business deposits into my checking account in reports

  Answered ✓ Closed skano 31 views 3 comments 0 points Most recent by Coach Natalie January 5Business Reports
• 
  16

  Up Down
  Color coding tags/categories/accounts (edited)

  Active shinyllama 142 views 4 comments 16 points Most recent by TwelveSilverPennies January 3Feature Requests
• 
  3

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

  Active EL1234 11 views 1 comment 3 points Most recent by Flaviking January 3Feature Requests
• 
  Regions Bank - Pending transactions download twice (edited)

  Closed Fradojr 373 views 14 comments 0 points Most recent by Coach Jon January 2Troubleshooting
• 
  Chase pending transactions - delay in being counted toward balance (edited)

  Closed EL1234 477 views 30 comments 0 points Most recent by EL1234 January 2Adding and Updating Accounts
• 
  Tags vs Notes

  Answered ✓ Closed MTav8biz 91 views 3 comments 0 points Most recent by DryHeat January 2Managing Your Transactions
• 
  Just subscribed. Why do I get an error trying to enter Transactions?

  Closed DarinMan 23 views 2 comments 0 points Most recent by RobWilk December 2025Troubleshooting
• 
  When DFAS deposit comes in early how do you add in Simplifi and not change my January spending plan

  Answered ✓ Closed teresalcarroll 141 views 6 comments 0 points Most recent by EL1234 December 2025Managing Your Transactions
• 
  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
• 
  recurring payment icon is missing on web (edited)

  Closed Jerrod 111 views 5 comments 0 points Most recent by Jerrod December 2025Troubleshooting