Transactions

Discussion List

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  Check numbers

  Closed KAO 323 views 8 comments 0 points Most recent by UrsulaA January 2024Managing Your Transactions
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  CSV import leaves out transactions prior to 2020

  Closed dont 65 views 2 comments 0 points Most recent by dont January 2024Managing Your Transactions
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  Simplifi CSV Formatter for Canadians 🇨🇦 (format bank CSV for Simplifi importing)

  Closed Randy1234 82 views 0 comments 1 point Started by Randy1234 January 2024 Adding and Updating Accounts
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  Credit Card

  Answered ✓ Closed rjcherian 166 views 1 comment 0 points Most recent by DannyB January 2024Managing Your Transactions
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  Delays on transaction downloads

  Closed michfromflorida 109 views 1 comment 0 points Most recent by RobWilk January 2024Adding and Updating Accounts
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  Why does a closed bank account show a non-zero balance?

  Answered ✓ Closed perkin-warbeck 203 views 10 comments 0 points Most recent by perkin-warbeck January 2024Troubleshooting
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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 55 views 1 comment 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
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  Automatically treat transfers to and from PayPal as "Transfers" in Simplifi

  Active System 782 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 391 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 118 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 65 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 173 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