Better Automatic Transaction Merging [Edited]

Jim Nissen

I was a long-time Quicken app user, and grew tired of the issues with it, so we switched to Simplifi. Overall, it mostly works well. However, it's ability to identify manually entered transactions is a pain. It seems if the date of the manually entered transaction isn't just right, it struggles to merge transactions based on amounts and payees, leaving transactions in "pending" stage, indefinitely, and duplicating the transactions, forcing users to figure out which one to delete.