Transactions

Discussion List

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  Where did the last 3600 Transactions Go?

  Answered ✓ Closed neon45 114 views 8 comments 0 points Most recent by neon45 December 2023Adding and Updating Accounts
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  Missing 5 months of credit card transactions

  Closed kije 119 views 2 comments 0 points Most recent by DannyB December 2023Adding and Updating Accounts
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  Merged: Shift-click to select a range of transactions

  Lianabug 1 view 0 comments 2 points Started by Lianabug December 2023 Feature Requests
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  Green Reviewed Checkmark When Hovering is Confusing

  Closed s2h 70 views 1 comment 0 points Most recent by UrsulaA December 2023Feedback
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  Transaction columns don't match between Tab sections

  Answered ✓ Closed Max1223 52 views 2 comments 0 points Most recent by Coach Natalie December 2023Managing Your Transactions
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  mark bill as paid after paying in cash

  Answered ✓ Closed S1111 95 views 2 comments 1 point Most recent by DannyB December 2023Troubleshooting
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  87
  Bulk Edit Ability for "Exclude From Reports" and "Exclude from Spending Plan" (edited)

  Completed Closed TLynch 355 views 56 comments 87 points Most recent by UrsulaA December 2023Feature Requests
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  Merged: Amazon Transaction Connection

  macalmon 1 view 0 comments 1 point Started by macalmon December 2023 Feature Requests
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  How many transactions can you import from Mint (edited)

  Answered ✓ Closed N4KHQ 139 views 9 comments 0 points Most recent by N4KHQ December 2023Managing Your Transactions
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  Ability to search for original Payees names (edited)

  Active MovingFromMint 68 views 3 comments 17 points Most recent by khad December 2023Feature Requests
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  Bulk Tag/Category Assignment

  Answered ✓ Closed g262simple 126 views 1 comment 2 points Most recent by UrsulaA December 2023Managing Your Transactions
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  system dropping transactions.

  Closed Seavilla 104 views 5 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Payee Truncation and Management

  Closed N4KHQ 54 views 2 comments 1 point Most recent by N4KHQ December 2023Managing Your Transactions
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  How do I filter to ONLY the top level category in the Transactions screen?

  Answered ✓ Closed aolafsson 44 views 2 comments 0 points Most recent by aolafsson December 2023Managing Your Transactions
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  Merged: Ability to filter to ONLY the top level category in the Transactions screen

  aolafsson 11 views 0 comments 3 points Started by aolafsson December 2023 Feature Requests
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  Issue with Import of Specifically of Amazon Transactions: Auto-Categorized to 'Shopping'

  Closed aolafsson 167 views 2 comments 1 point Most recent by ajbopp December 2023Managing Your Transactions
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  Mint Import - Transaction Description Issues

  Closed jordan2819 230 views 7 comments 0 points Most recent by UrsulaA December 2023Report a Bug
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  Disable the 'Behind the Scenes' Category Assignment Logic for Transaction Imports (edited)

  Active aolafsson 66 views 0 comments 4 points Started by aolafsson December 2023 Feature Requests
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  Simplifi "thinks" I skipped a month's payment, but it was just held by payee

  Answered ✓ Closed Hooey 70 views 3 comments 0 points Most recent by ScribblyAnn December 2023Bills and Income
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  Add a minus sign to expenses in the Transaction Export file (edited)

  Closed N4KHQ 149 views 8 comments 1 point Most recent by N4KHQ December 2023Managing Your Transactions
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  Duplicate transactions with Bank of America

  Closed System 103 views 2 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Mint import - duplicate if Transaction Date was changed - any recourse?

  Answered ✓ Closed aolafsson 614 views 4 comments 0 points Most recent by UrsulaA December 2023Managing Your Transactions
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  Anyone else seeing PayPal transactions that never took place?

  Closed Nu2Money 120 views 2 comments 0 points Most recent by Nu2Money December 2023Adding and Updating Accounts
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  Incorporate mortgage payments into Simplifi (edited)

  Closed Veebee 113 views 2 comments 0 points Most recent by Veebee December 2023Managing Your Transactions
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  Import of MINT transactions - process questions

  Answered ✓ Closed BlueGrits 137 views 2 comments 0 points Most recent by BlueGrits December 2023Managing Your Transactions
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  Merged: Suggestions for Apple Card holders

  N4KHQ 1 view 0 comments 0 points Started by N4KHQ December 2023 Share your Success!
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  Ability to turn off "Transaction Updated" messages

  Active JG8559 45 views 1 comment 1 point Most recent by crankymick December 2023Feature Requests
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  Merged: Ability to filter on the absence of something such as category, flag, etc. (edited)

  ajbopp 21 views 0 comments 5 points Started by ajbopp December 2023 Feature Requests
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  Merged: Adjust how the Reviewed checkmark looks on the current transaction

  EL1234 21 views 0 comments 3 points Started by EL1234 December 2023 Feature Requests
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  Managing loans in spending plans.

  Answered ✓ Closed Joanne B 59 views 1 comment 0 points Most recent by ScribblyAnn December 2023Troubleshooting