Transactions

Discussion List

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  How do I get Simplifi to stop categorizing until I get set up?

  Answered ✓ Closed Puppy Granny 62 views 3 comments 0 points Most recent by Flopbot January 16Getting Started
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  Discover credit card transactions missing

  Closed Daisy 1.1K views 16 comments 0 points Most recent by Woger January 16Adding and Updating Accounts
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  Paypal Mastercard Transactions Missing from 01/2023-08/2023

  Answered ✓ Closed ChompalotArt 42 views 1 comment 0 points Most recent by Coach Natalie January 16Adding and Updating Accounts
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  Transaction Update is SLOW

  Closed bealrobe 67 views 4 comments 1 point Most recent by bealrobe January 16Report a Bug
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  Check numbers

  Closed KAO 178 views 8 comments 0 points Most recent by UrsulaA January 16Managing Your Transactions
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  CSV import leaves out transactions prior to 2020

  Closed dont 62 views 2 comments 0 points Most recent by dont January 15Managing Your Transactions
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  Simplifi CSV Formatter for Canadians 🇨🇦 (format bank CSV for Simplifi importing)

  Closed Randy1234 78 views 0 comments 1 point Started by Randy1234 January 15 Adding and Updating Accounts
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  Credit Card

  Answered ✓ Closed rjcherian 108 views 1 comment 0 points Most recent by DannyB January 14Managing Your Transactions
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  Delays on transaction downloads

  Closed michfromflorida 95 views 1 comment 0 points Most recent by RobWilk January 13Adding and Updating Accounts
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  Why does a closed bank account show a non-zero balance?

  Answered ✓ Closed perkin-warbeck 155 views 10 comments 0 points Most recent by perkin-warbeck January 13Troubleshooting
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  Is there such a thing as a non recurring bill?

  Answered ✓ Closed kevinbcarney 78 views 4 comments 0 points Most recent by kevinbcarney January 12Bills and Income
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  Export select transactions

  Answered ✓ Closed gbeaudry2024 42 views 4 comments 1 point Most recent by UrsulaA January 12Managing Your Transactions
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  Change category of multiple transactions for a vendor

  Answered ✓ jojomosgo 56 views 1 comment 0 points Most recent by jojomosgo January 12Managing Your Transactions
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  Simple Answer for Hancock Whitney accounts

  Closed John Dough 49 views 1 comment 0 points Most recent by Coach Natalie January 12Adding and Updating Accounts
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  Automatically treat transfers to and from PayPal as "Transfers" in Simplifi

  Active System 705 views 4 comments 17 points Most recent by AllTheBananas January 11Feature Requests
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  Looking at all transactions in a single report

  Closed Dick 86 views 1 comment 1 point Most recent by Coach Natalie January 11Using Reports
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  Merged: Urgent Feature Request: Enhancing Split Transaction (Separate rows with separate Payee, Not…

  Rstar 11 views 0 comments 1 point Started by Rstar January 11 Feature Requests
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  Importing mint transactions after adding accounts

  Answered ✓ Closed yokuyuki 319 views 4 comments 0 points Most recent by Coach Natalie January 11Getting Started
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  Is there a way to disable the exclude from spending plan/report feature?

  Answered ✓ Closed aotto 80 views 2 comments 0 points Most recent by aotto January 11Managing Your Transactions
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  All transactions in one place?

  Answered ✓ Closed Dick 44 views 1 comment 0 points Most recent by UrsulaA January 11Feedback
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  How do I fix my problem caused by happy clicking

  Answered ✓ Closed N4KHQ 41 views 3 comments 0 points Most recent by N4KHQ January 10Managing Your Transactions
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  Refund & Transaction Unlinking

  Closed yjustin7 92 views 5 comments 0 points Most recent by Coach Natalie January 10Report a Bug
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  Mint Import - Simplifi renames Description

  Closed Gerald 64 views 4 comments 0 points Most recent by Coach Natalie January 10Getting Started
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  System to easily locate duplicate transactions (edited)

  Active raffi 104 views 1 comment 8 points Most recent by ExMint user January 10Feature Requests
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  Manual Accounts with Recurring Monthly Bills (How to add to pending)

  Answered ✓ Closed Wade Kilpatrick 169 views 3 comments 0 points Most recent by Coach Natalie January 10Bills and Income
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  Error Trying To Unlink A Transaction

  Closed ajbopp 42 views 1 comment 0 points Most recent by Coach Natalie January 10Report a Bug
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  Alliant Visa Duplicate Transactions (edited)

  Closed wylie1 55 views 1 comment 0 points Most recent by Coach Kristina January 9Adding and Updating Accounts
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  Ability to easily drill down or run a report for category spending directly from transactions

  Active MBT 34 views 0 comments 2 points Started by MBT January 9 Feature Requests
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  Categorize manually

  Answered ✓ Closed MJ Ballard 75 views 3 comments 0 points Most recent by Coach Kristina January 9Managing Your Transactions