Transactions

Discussion List

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  Balance correct but missing transactions

  micwise 28 views 3 comments 0 points Most recent by Coach Natalie July 26Adding and Updating Accounts
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  Make changes to Columns apply to the device only and not across all devices/browsers (edited)

  Active Flopbot 9 views 0 comments 2 points Started by Flopbot July 24 Feature Requests
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  download to csv

  Answered Wondering 17 views 4 comments 0 points Most recent by Coach Natalie July 23Managing your Transactions
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  Old Pending Transactions

  Answered Azhreii 18 views 5 comments 0 points Most recent by Coach Natalie July 23Managing your Transactions
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  End of year archive/processing (edited)

  Active rickthau 12 views 0 comments 1 point Started by rickthau July 19 Feature Requests
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  Search function in linked transactions needs improving

  Active Michael S. 4 views 1 comment 1 point Most recent by Coach Natalie July 19Feature Requests
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  Split Transactions - When adding categories, Simplifi undoes them.

  Flopbot 17 views 3 comments 0 points Most recent by Flopbot July 18Report a Bug
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  Ability to Merge or Group Transactions when Vendors do Multiple Charges (edited)

  Active Flopbot 11 views 0 comments 1 point Started by Flopbot July 18 Feature Requests
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  Merged: Linking Venmo transactions when being paid back

  Gustavo 6 views 0 comments 1 point Started by Gustavo July 14 Feature Requests
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  Can't link MetLife insurance payment to the monthly bill

  Jedp 13 views 1 comment 0 points Most recent by Coach Natalie July 12Troubleshooting
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  Splits are "uncategorized"

  Jeppedy 10 views 1 comment 0 points Most recent by Coach Natalie July 12Report a Bug
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  Ability to Filter by Flag (edited)

  Active MrGood 17 views 1 comment 1 point Most recent by Coach Natalie July 12Feature Requests
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  Separating Accounts and Customize Categories

  Accepted Answer Seth 10 views 1 comment 0 points Most recent by Coach Natalie July 9Managing your Transactions
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  Cannot Track Checking Account Balance

  jondehen 12 views 1 comment 0 points Most recent by Coach Natalie July 9Using Reports
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  Top Level Categories

  Accepted Answer Flopbot 16 views 2 comments 0 points Most recent by Flopbot July 9Managing your Transactions
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  Why do transactions show up in the balance or "recently posted" before they show in the details

  Accepted Answer Mike T 15 views 14 comments 0 points Most recent by Mike T July 8Report a Bug
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  Ability to Manually Link Two Transactions in the Mobile App (edited)

  Active jtjones0304 9 views 0 comments 2 points Started by jtjones0304 July 8 Feature Requests
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  Not sure what to do with a transfer transaction. Just started using Simplifi (edited)

  Accepted Answer Papa 28 views 1 comment 0 points Most recent by Coach Natalie July 5Managing your Transactions
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  Presetting Transactions to display Newest to Oldest

  Accepted Answer selecteurocars 16 views 1 comment 0 points Most recent by Coach Natalie July 5Managing your Transactions
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  I'm looking for ideas on how to better organize Categories (edited)

  Accepted Answer Flopbot 23 views 3 comments 0 points Most recent by Coach Natalie July 5Managing your Transactions
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  Add ability to "post" upcoming transactions and to post automatically (edited)

  Active dougieINFJ 13 views 0 comments 2 points Started by dougieINFJ July 5 Feature Requests
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  Manual Transactions: Category should default to most recently used for the Payee (edited)

  Active dougieINFJ 10 views 0 comments 3 points Started by dougieINFJ July 5 Feature Requests
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  Keep UPCOMING Transactions on CASH FLOW Line Graph Until Cleared

  Active StuBudget 11 views 0 comments 1 point Started by StuBudget July 4 Feature Requests
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  Suggestions for Split Transactions - Data Entry Screen (edited)

  Active Flopbot 18 views 1 comment 4 points Most recent by Flopbot July 4Feature Requests
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  Merged: Add Notes/Memo Field for Each Line on Split Transactions (edited)

  Flopbot 5 views 0 comments 1 point Started by Flopbot July 2 Feature Requests
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  Looking for workaround to recurring Savings Goal transactions.

  Accepted Answer Flopbot 29 views 3 comments 1 point Most recent by Flopbot July 2Savings Goals
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  Is there a built-in calculator when entering split transactions?

  Accepted Answer Flopbot 26 views 5 comments 0 points Most recent by Coach Natalie June 30Managing your Transactions
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  Built-in Calculator when Splitting Transactions

  Active Flopbot 3 views 0 comments 1 point Started by Flopbot June 30 Feature Requests
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  Category rules on web don't apply to past transactions

  bc34 4 views 2 comments 0 points Most recent by bc34 June 30Report a Bug
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  Double counted pending transactions

  bc34 6 views 1 comment 0 points Most recent by Coach Natalie June 29Adding and Updating Accounts