Transactions

Discussion List

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  Single Fiscal Year

  Answered ✓ Closed PlanoWineguy 57 views 3 comments 0 points Most recent by Coach Natalie December 2023Troubleshooting
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  Limiting Transaction Date Range

  Answered ✓ Closed Thomas56 182 views 2 comments 0 points Most recent by Thomas56 December 2023Managing Your Transactions
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  Credit Union transactions downloading as "POS/Check Card Withdrawal"

  Closed System 35 views 2 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Manual account only showing 3 years of uploaded transactions

  Answered ✓ Closed braymp 78 views 1 comment 0 points Most recent by UrsulaA December 2023Troubleshooting
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  Splitting Transactions

  Answered ✓ Closed jordan2819 190 views 2 comments 0 points Most recent by DeloskyGA December 2023Managing Your Transactions
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  Why are Payees being truncated? Can Simplifi use the full "Appears as" as the Payee?

  Answered ✓ Closed Dognose 63 views 1 comment 0 points Most recent by UrsulaA December 2023Managing Your Transactions
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  Help transferring from savings to checking and back

  Answered ✓ Closed Debbie 122 views 1 comment 0 points Most recent by DannyB December 2023Managing Your Transactions
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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 122 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 72 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 100 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 364 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 140 views 9 comments 0 points Most recent by N4KHQ December 2023Managing Your Transactions
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  17

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  Ability to search for original Payees names (edited)

  Active MovingFromMint 69 views 3 comments 17 points Most recent by khad December 2023Feature Requests
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  Bulk Tag/Category Assignment

  Answered ✓ Closed g262simple 136 views 1 comment 2 points Most recent by UrsulaA December 2023Managing Your Transactions
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  system dropping transactions.

  Closed Seavilla 110 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 171 views 2 comments 1 point Most recent by ajbopp December 2023Managing Your Transactions
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  Mint Import - Transaction Description Issues

  Closed jordan2819 232 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 67 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 150 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 108 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 622 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 123 views 2 comments 0 points Most recent by Nu2Money December 2023Adding and Updating Accounts