Transactions

Discussion List

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  Is there such a thing as a non recurring bill?

  Answered ✓ Closed kevinbcarney 84 views 4 comments 0 points Most recent by kevinbcarney January 2024Bills and Income
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  Export select transactions

  Answered ✓ Closed gbeaudry2024 41 views 4 comments 1 point Most recent by UrsulaA January 2024Managing Your Transactions
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  Change category of multiple transactions for a vendor

  Answered ✓ jojomosgo 63 views 1 comment 0 points Most recent by jojomosgo January 2024Managing Your Transactions
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  Simple Answer for Hancock Whitney accounts

  Closed John Dough 54 views 1 comment 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
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  17

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  Automatically treat transfers to and from PayPal as "Transfers" in Simplifi

  Active System 780 views 4 comments 17 points Most recent by AllTheBananas January 2024Feature Requests
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  Looking at all transactions in a single report

  Closed Dick 106 views 1 comment 1 point Most recent by Coach Natalie January 2024Using Reports
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  Merged: Urgent Feature Request: Enhancing Split Transaction (Separate rows with separate Payee, Not…

  Rstar 11 views 0 comments 1 point Started by Rstar January 2024 Feature Requests
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  Importing mint transactions after adding accounts

  Answered ✓ Closed yokuyuki 390 views 4 comments 0 points Most recent by Coach Natalie January 2024Getting Started
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  Is there a way to disable the exclude from spending plan/report feature?

  Answered ✓ Closed aotto 117 views 2 comments 0 points Most recent by aotto January 2024Managing Your Transactions
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  How do I fix my problem caused by happy clicking

  Answered ✓ Closed N4KHQ 41 views 3 comments 0 points Most recent by N4KHQ January 2024Managing Your Transactions
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  Refund & Transaction Unlinking

  Closed yjustin7 116 views 5 comments 0 points Most recent by Coach Natalie January 2024Report a Bug
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  Mint Import - Simplifi renames Description

  Closed Gerald 64 views 4 comments 0 points Most recent by Coach Natalie January 2024Getting Started
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  Manual Accounts with Recurring Monthly Bills (How to add to pending)

  Answered ✓ Closed Wade Kilpatrick 239 views 3 comments 0 points Most recent by Coach Natalie January 2024Bills and Income
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  Error Trying To Unlink A Transaction

  Closed ajbopp 41 views 1 comment 0 points Most recent by Coach Natalie January 2024Report a Bug
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  Alliant Visa Duplicate Transactions (edited)

  Closed wylie1 51 views 1 comment 0 points Most recent by Coach Kristina January 2024Adding and Updating Accounts
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  Ability to easily drill down or run a report for category spending directly from transactions

  Active MBT 33 views 0 comments 2 points Started by MBT January 2024 Feature Requests
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  Categorize manually

  Answered ✓ Closed MJ Ballard 71 views 3 comments 0 points Most recent by Coach Kristina January 2024Managing Your Transactions
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  Merged: Edit multiple transactions in mobile app

  QknUserC 1 view 0 comments 1 point Started by QknUserC January 2024 Feature Requests
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  Error while adding a manual transaction

  Closed movieman12345 83 views 7 comments 0 points Most recent by Coach Natalie January 2024Report a Bug
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  Ability to automatically apply splits to downloaded, imported, and manual transactions (edited)

  Active simplira 165 views 6 comments 6 points Most recent by UrsulaA January 2024Feature Requests
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  Monthly Cash Envelopes

  Closed Iwant More 111 views 4 comments 0 points Most recent by Iwant More January 2024Getting Started
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  Will manual transactions match to bank transactions or duplicate? (edited)

  Answered ✓ Closed LindaKelly 63 views 1 comment 0 points Most recent by UrsulaA January 2024Managing Your Transactions
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  Transaction Dates wrong and missing transaction for Fidelity

  Closed Diana43 83 views 4 comments 0 points Most recent by Diana43 January 2024Adding and Updating Accounts
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  6
  Adjust how the 'Reviewed' checkmark looks on the current transaction (edited)

  Completed Closed MtnCreed 193 views 16 comments 6 points Most recent by MtnCreed January 2024Feature Requests
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  Reoccurring transactions/categories and Checks

  Answered ✓ Closed N4KHQ 43 views 2 comments 0 points Most recent by SRC54 January 2024Managing Your Transactions
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  Consolidate several expense transactions into a single spend plan item

  Answered ✓ Closed josel 47 views 1 comment 0 points Most recent by UrsulaA January 2024Using the Spending Plan
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  Payees - wildcards, grouping seem impossible (direly needed)

  Closed AchaarLonache 113 views 7 comments 0 points Most recent by AchaarLonache January 2024Managing Your Transactions
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  Can't import transaction, can't edit transaction…etc.

  Closed System 43 views 2 comments 0 points Most recent by Coach Kristina January 2024Troubleshooting