Transactions

Discussion List

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  Does setting up a loan through the loaner get duplicated

  Answered ✓ Closed Joanne B 67 views 1 comment 0 points Most recent by UrsulaA December 2023Using the Spending Plan
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  Payee name and Payment method in same box/column Can they be separated in an added column?

  Answered ✓ Closed bjp1950 32 views 1 comment 0 points Most recent by UrsulaA December 2023Managing Your Transactions
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  Who the Heck Did I Pay?

  Closed AchaarLonache 72 views 4 comments 0 points Most recent by AchaarLonache December 2023Managing Your Transactions
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  Thank You for the Category Reassignment Prompt

  Closed UrsulaA 43 views 0 comments 4 points Started by UrsulaA December 2023 Feedback
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  Cannot see transactions on tablet

  Closed Theharrispjs 32 views 1 comment 0 points Most recent by RobWilk December 2023Feedback
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  Watchlist only shows transactions from current month

  Closed michfromflorida 138 views 8 comments 0 points Most recent by UrsulaA December 2023Using Watchlists
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  How do I lower the balance on a manual account?

  Answered ✓ Closed Miri 564 views 5 comments 0 points Most recent by RobWilk December 2023Adding and Updating Accounts
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  I am new and just set up 2 accounts. One has 6 months of history and the other only 3 months. Why?

  Answered ✓ Closed Buiter 118 views 2 comments 0 points Most recent by UrsulaA December 2023Adding and Updating Accounts
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  5
  Ability to bulk mark transactions as Reviewed/Not Reviewed (edited)

  Completed Closed asubbaiyanprof 164 views 11 comments 5 points Most recent by Coach Natalie December 2023Feature Requests
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  Transaction with modified future date cannot be found again

  Closed y11 162 views 6 comments 1 point Most recent by y11 December 2023Troubleshooting
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  Mobile App: Display the full Category Name when searching the Categories list (edited)

  Active Flopbot 73 views 0 comments 0 points Started by Flopbot December 2023 Feature Requests
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  How do you assign a refund or reimbursement transaction to a spending category?

  Answered ✓ Closed JFKnight 800 views 4 comments 0 points Most recent by DannyB December 2023Managing Your Transactions
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  Merged: View details of Split Tranactions

  Max1223 1 view 0 comments 1 point Started by Max1223 December 2023 Feature Requests
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  Merged: Including Venmo description in Transaction payee name

  freckle14 1 view 0 comments 1 point Started by freckle14 December 2023 Feature Requests
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  All my credit card transactions are coming through as generic "chip" payees

  Closed System 42 views 2 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Merged: Memorize split transactions or have a "paycheck" feature as Quicken does

  UrsulaA 21 views 0 comments 2 points Started by UrsulaA December 2023 Feature Requests
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  Track and Research my transactions

  Closed UrsulaA 130 views 3 comments 2 points Most recent by UrsulaA December 2023FAQ Section
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  Mobile App: Show Tags in Transaction List (edited)

  Active vollmas 42 views 0 comments 1 point Started by vollmas December 2023 Feature Requests
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  Merged: Allow different dates on split transactions so I can spread costs across multiple months (e…

  exmintuser1 31 views 0 comments 4 points Started by exmintuser1 December 2023 Feature Requests
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  Bulk Add Transactions

  Closed ruhaan93 92 views 2 comments 0 points Most recent by DannyB December 2023Managing Your Transactions
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  Can anyone suggest a better way of tracking apple card with Simplify? (edited)

  Answered ✓ Closed N4KHQ 2.1K views 2 comments 0 points Most recent by N4KHQ December 2023Adding and Updating Accounts
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  Temporarily Hide Transaction until X Date for Gifts

  Active evan232 54 views 0 comments 3 points Started by evan232 December 2023 Feature Requests
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  Merged: View all Transaction Splits without having to open the transaction itself (edited)

  Max1223 91 views 0 comments 6 points Started by Max1223 December 2023 Feature Requests
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  How do folks handle shared spending/reimbursements? (edited)

  Answered ✓ Closed ajbopp 157 views 2 comments 0 points Most recent by RobWilk December 2023Managing Your Transactions
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  Mobile App: Ability to separate transactions by month (edited)

  Active LakGoy 32 views 1 comment 2 points Most recent by Philk December 2023Feature Requests
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  Why are pending transactions that I create with a date in the future automatically added to Bills

  Answered ✓ Closed Philk 1K views 12 comments 0 points Most recent by Philk December 2023Managing Your Transactions
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  Pending transactions not being downloaded (edited)

  Closed Paul H. 130 views 5 comments 0 points Most recent by UrsulaA December 2023Managing Your Transactions
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  PayPal payments with credit card - how to categorize?

  Answered ✓ Closed theromm 320 views 6 comments 0 points Most recent by theromm December 2023Managing Your Transactions
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  Can a manual transaction match up to an imported transaction?

  Answered ✓ Closed theromm 59 views 6 comments 0 points Most recent by theromm December 2023Managing Your Transactions
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  First Impressions

  Closed watkino 120 views 3 comments 0 points Most recent by thaJack December 2023Feedback