Transactions

Discussion List

• 
  Vehicle expense tracking

  Answered ✓ Closed quicken-lover 165 views 2 comments 0 points Most recent by quicken-lover January 2024Managing Your Transactions
• 
  Merged: Ability to link transactions to Savings Goals withdrawals

  Bluebells 1 view 0 comments 1 point Started by Bluebells January 2024 Feature Requests
• 
  Unable to Import Mint Transactions

  Closed cubfan4real 202 views 2 comments 0 points Most recent by UrsulaA January 2024Troubleshooting
• 
  Editing Multiple Transactions

  Answered ✓ Closed Pam 212 views 6 comments 1 point Most recent by UrsulaA January 2024Managing Your Transactions
• 
  How to automatically sum the selected transactions? [Feature removed?]

  Answered ✓ Closed marcush43 152 views 10 comments 0 points Most recent by EL1234 January 2024Report a Bug
• 
  How to apply category to a vendor for all past transactions (Simplifi)

  Answered ✓ Closed Magnus 225 views 1 comment 0 points Most recent by UrsulaA January 2024Categories and Tags
• 
  how can I edit an income amount and save it?

  Answered ✓ Closed Rtpa@4106 99 views 2 comments 0 points Most recent by Coach Natalie January 2024Managing Your Transactions
• 
  Seattle Credit Union Credit Cards Showing As Assets and Missing Transactions (edited)

  Closed Mona 53 views 1 comment 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
• 
  Feature Request: apply Category Rules to manually edited transactions

  Closed Mook Mook 32 views 1 comment 1 point Most recent by Coach Natalie January 2024Managing Your Transactions
• 
  Retroactive Savings Balance

  Closed TianK 121 views 8 comments 0 points Most recent by Coach Natalie January 2024Using Reports
• 
  Deleting a transaction (How To)

  Closed the_scottster 178 views 1 comment 0 points Most recent by UrsulaA January 2024Managing Your Transactions
• 
  Re-importing transactions (edited)

  Answered ✓ Closed pranjlipandya 53 views 1 comment 0 points Most recent by UrsulaA January 2024Troubleshooting
• 
  Simplifi "balance with pending" not changing (continuing from known issue)

  Closed AmyT 77 views 10 comments 0 points Most recent by Coach Natalie January 2024Report a Bug
• 
  Missing transaction

  Answered ✓ Closed Eleni 112 views 2 comments 0 points Most recent by Coach Natalie January 2024Troubleshooting
• 
  Citizens Bank transactions not updating (edited)

  Closed sunyab1984 199 views 6 comments 0 points Most recent by Coach Natalie January 2024Managing Your Transactions
• 
  Erroneous Transaction Data Generated when Linking

  Closed GS1 95 views 8 comments 1 point Most recent by Coach Natalie January 2024Report a Bug
• 
  How to categorize self-escrow?

  Answered ✓ Closed EricG301 136 views 1 comment 0 points Most recent by Coach Natalie January 2024Bills and Income
• 
  Ability to Link to a transaction when using Withdrawal from savings goal?

  Answered ✓ Closed michfromflorida 242 views 1 comment 0 points Most recent by UrsulaA January 2024Using Savings Goals
• 
  Category Changes

  Closed hsummers 95 views 4 comments 0 points Most recent by Coach Natalie January 2024Report a Bug
• 
  1

  Up Down
  Ability to Filter Transactions by 'Subscriptions' only (edited)

  Active Tamila 54 views 3 comments 1 point Most recent by UrsulaA January 2024Feature Requests
• 
  Merged: DCCU payee column missing merchant info

  CJDombeck 31 views 0 comments 0 points Started by CJDombeck January 2024 Troubleshooting
• 
  note a transaction

  Answered ✓ Closed Mike44 86 views 1 comment 0 points Most recent by UrsulaA January 2024Getting Started
• 
  Balance issues with Wells Fargo pending transactions

  Closed System 318 views 8 comments 0 points Most recent by UrsulaA January 2024Adding and Updating Accounts
• 
  Merged: Sunmark CU - All transactions show as "ACH Withdrawal" or "Bill Payment Transaction"

  System 21 views 0 comments 0 points Started by System January 2024 Adding and Updating Accounts
• 
  How to record a positive cash transaction against a credit card transaction

  Answered ✓ Closed cycler15 64 views 2 comments 0 points Most recent by cycler15 January 2024Managing Your Transactions
• 
  Entering negative number

  Answered ✓ Closed JXXS 386 views 4 comments 0 points Most recent by JXXS January 2024Managing Your Transactions
• 
  Will manual transactions "clear" by uploading .csv file?

  Answered ✓ Closed MegGuyver 101 views 7 comments 0 points Most recent by N4KHQ January 2024Managing Your Transactions