Transactions

Discussion List

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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 162 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 111 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 642 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 126 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 123 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 140 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 64 views 1 comment 0 points Most recent by ScribblyAnn December 2023Troubleshooting
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  Does setting up a loan through the loaner get duplicated

  Answered ✓ Closed Joanne B 70 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 33 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 73 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 150 views 8 comments 0 points Most recent by UrsulaA December 2023Using Watchlists
• 
  How do I lower the balance on a manual account?

  Answered ✓ Closed Miri 653 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 151 views 2 comments 0 points Most recent by UrsulaA December 2023Adding and Updating Accounts
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  Ability to bulk mark transactions as Reviewed/Not Reviewed (edited)

  Completed Closed asubbaiyanprof 169 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 216 views 6 comments 1 point Most recent by y11 December 2023Troubleshooting
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  How do you assign a refund or reimbursement transaction to a spending category?

  Answered ✓ Closed JFKnight 986 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 138 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 45 views 0 comments 2 points 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