Transactions

Discussion List

• 
  3

  Up Down
  Group transfers and related transactions under one line (edited)

  Active Marcin 68 views 3 comments 3 points Most recent by Jurgo January 18Feature Requests
• 
  UBS Transactions not downloading (Credit Card and Brokerage Account)

  Closed bealrobe 53 views 2 comments 0 points Most recent by bealrobe January 18Adding and Updating Accounts
• 
  21

  Up Down
  Mobile Phone Widget for 'Recent Transactions' (edited)

  In Review RCA 155 views 6 comments 21 points Most recent by VV25 January 17Feature Requests
• 
  How to get Transaction Notes to show up under Reports -> Transaction Activity

  Answered ✓ Closed cycler15 104 views 2 comments 1 point Most recent by cycler15 January 17Using Reports
• 
  How to categorize (edited)

  Answered ✓ Closed robynbiener315 66 views 2 comments 0 points Most recent by DannyB January 17Managing Your Transactions
• 
  Discover card has correct balance displayed, but no transactions

  Closed Mnewark 198 views 1 comment 0 points Most recent by Coach Natalie January 17Adding and Updating Accounts
• 
  Dashboard showing brokerage transactions as Bills & Payments

  Closed budgetj75 43 views 4 comments 0 points Most recent by budgetj75 January 17Report a Bug
• 
  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
• 
  Discover credit card transactions missing

  Closed Daisy 1.2K views 16 comments 0 points Most recent by Woger January 16Adding and Updating Accounts
• 
  Paypal Mastercard Transactions Missing from 01/2023-08/2023

  Answered ✓ Closed ChompalotArt 43 views 1 comment 0 points Most recent by Coach Natalie January 16Adding and Updating Accounts
• 
  Transaction Update is SLOW

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

  Closed KAO 183 views 8 comments 0 points Most recent by UrsulaA January 16Managing Your Transactions
• 
  CSV import leaves out transactions prior to 2020

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

  Closed Randy1234 81 views 0 comments 1 point Started by Randy1234 January 15 Adding and Updating Accounts
• 
  Credit Card

  Answered ✓ Closed rjcherian 112 views 1 comment 0 points Most recent by DannyB January 14Managing Your Transactions
• 
  Delays on transaction downloads

  Closed michfromflorida 96 views 1 comment 0 points Most recent by RobWilk January 13Adding and Updating Accounts
• 
  Why does a closed bank account show a non-zero balance?

  Answered ✓ Closed perkin-warbeck 158 views 10 comments 0 points Most recent by perkin-warbeck January 13Troubleshooting
• 
  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
• 
  Export select transactions

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

  Answered ✓ jojomosgo 57 views 1 comment 0 points Most recent by jojomosgo January 12Managing Your Transactions
• 
  Simple Answer for Hancock Whitney accounts

  Closed John Dough 51 views 1 comment 0 points Most recent by Coach Natalie January 12Adding and Updating Accounts
• 
  17

  Up Down
  Automatically treat transfers to and from PayPal as "Transfers" in Simplifi

  Active System 717 views 4 comments 17 points Most recent by AllTheBananas January 11Feature Requests
• 
  Looking at all transactions in a single report

  Closed Dick 94 views 1 comment 1 point Most recent by Coach Natalie January 11Using Reports
• 
  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
• 
  Importing mint transactions after adding accounts

  Answered ✓ Closed yokuyuki 340 views 4 comments 0 points Most recent by Coach Natalie January 11Getting Started
• 
  Is there a way to disable the exclude from spending plan/report feature?

  Answered ✓ Closed aotto 87 views 2 comments 0 points Most recent by aotto January 11Managing Your Transactions
• 
  All transactions in one place?

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

  Answered ✓ Closed N4KHQ 42 views 3 comments 0 points Most recent by N4KHQ January 10Managing Your Transactions
• 
  Refund & Transaction Unlinking

  Closed yjustin7 94 views 5 comments 0 points Most recent by Coach Natalie January 10Report a Bug
• 
  Mint Import - Simplifi renames Description

  Closed Gerald 65 views 4 comments 0 points Most recent by Coach Natalie January 10Getting Started