Transactions

Discussion List

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  How Do I Apply a Bill to the Following Month?

  Answered ✓ Closed tariq13 31 views 1 comment 0 points Most recent by ajbopp February 2024Bills and Income
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  Transactions that are Reoccurring Bills show up as cleared and pending

  Closed abcdef 71 views 4 comments 0 points Most recent by ajbopp February 2024Report a Bug
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  Pending transactions not automatically linked to recurring reminders

  Closed System 34 views 3 comments 0 points Most recent by EL1234 February 2024Troubleshooting
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  Matching Manual Apple Card transactions with CSV Import

  Answered ✓ Closed brucelee1968 41 views 2 comments 0 points Most recent by brucelee1968 February 2024Managing Your Transactions
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  Duplicate Income When Splitting Income into Income and Expenses (Reimbursements)

  Answered ✓ Closed PM009 61 views 1 comment 0 points Most recent by ajbopp February 2024Using the Spending Plan
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  Merged: Need to be able to filter transactions by date

  Tessellate 11 views 0 comments 2 points Started by Tessellate January 2024 Feature Requests
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  Credit Union transactions show "ACH Withdrawal" or "POS Card Purchase"

  Closed System 217 views 14 comments 0 points Most recent by rosneme January 2024Adding and Updating Accounts
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  Quicker way to checkoff that a transaction has been reviewed

  Closed CookieMonster 22 views 1 comment 1 point Most recent by UrsulaA January 2024Managing Your Transactions
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  How do I keep track separately of transactions that are on a credit card?

  Answered ✓ Closed Spartansue 32 views 1 comment 0 points Most recent by UrsulaA January 2024Adding and Updating Accounts
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  How to link a manual transaction to a Spending Plan Subscription

  Answered ✓ Closed Max1223 42 views 1 comment 0 points Most recent by Max1223 January 2024Using the Spending Plan
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  Sunmark Credit Union Transactions - All Show "ACH Withdrawal" (edited)

  Closed crony 241 views 21 comments 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
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  Payee is now "Electronic Transaction" for debit card transactions (edited)

  Closed prestonjr23 150 views 9 comments 0 points Most recent by prestonjr23 January 2024Adding and Updating Accounts
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  Mobile app not responding to commands (edited)

  Closed Erik B 222 views 19 comments 0 points Most recent by Coach Natalie January 2024Report a Bug
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  Ability to delete a transaction with one click (edited)

  Active raffi 21 views 0 comments 2 points Started by raffi January 2024 Feature Requests
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  Manually adding account

  Answered ✓ Closed pater9159 67 views 2 comments 0 points Most recent by UrsulaA January 2024Adding and Updating Accounts
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  How far back to correct transactions? (edited)

  Answered ✓ Closed jc908 90 views 1 comment 0 points Most recent by UrsulaA January 2024Getting Started
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  My imported "Mint" transactions balance is not matching my Simplifi balance. Help please.

  Answered ✓ Closed Sheri 142 views 5 comments 0 points Most recent by UrsulaA January 2024Getting Started
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  Transaction not Showing up in Spending Plan

  Answered ✓ Closed drktnps 105 views 3 comments 0 points Most recent by drktnps January 2024Using the Spending Plan
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  Viewing split transactions

  Answered ✓ Closed Sheri 111 views 5 comments 1 point Most recent by Coach Natalie January 2024Managing Your Transactions
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  Mismatching my deposits!

  Closed Diver4242 24 views 1 comment 0 points Most recent by Coach Natalie January 2024Report a Bug
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  Can you tag a category instead of having to tag every transaction?

  Answered ✓ Closed darmstrong 85 views 1 comment 0 points Most recent by UrsulaA January 2024Managing Your Transactions
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  transfer transactions are unable to categorize

  Closed RBSimplify 104 views 3 comments 1 point Most recent by Coach Natalie January 2024Using Transfers
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  Lost Transactions During Mint Transaction Import Process in Simplifi (edited)

  Closed Rstar 132 views 7 comments 1 point Most recent by UrsulaA January 2024Report a Bug
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  Ally Bank Mastercard - not syncing transactions to account

  Closed Michael Q 184 views 5 comments 0 points Most recent by Coach Kristina January 2024Adding and Updating Accounts
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  Projected Cash Flow: Flag the transactions that cause it to go below zero (edited)

  Active yfor11 31 views 0 comments 7 points Started by yfor11 January 2024 Feature Requests