Transactions

Discussion List

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  Chase checking account pending balances are multiplied by -1

  tylermdunn 27 views 6 comments 0 points Most recent by Coach Jon 7:43PMAdding and Updating Accounts
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  Marking a Transaction with a Future Date Made it Disappear

  perezmp98 7 views 1 comment 0 points Most recent by RobWilk 3:47PMReport a Bug
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  Link to existing recurring: Refine the Recurring Series list to relevant options only (edited)

  Active EL1234 7 views 0 comments 2 points Started by EL1234 3:10PM Feature Requests
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  Extraneous "check numbers" in Citi checking transactions

  ejs 23 views 4 comments 0 points Most recent by ejs 12:41AMAdding and Updating Accounts
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  Manual transaction date

  ejs 18 views 2 comments 0 points Most recent by ejs 12:40AMTroubleshooting
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  Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

  Active tcr000 58 views 6 comments 4 points Most recent by Mysho2 January 23Feature Requests
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  2 different credit cards pulling in same numbers (quicken simplifi) - Discover

  b16707 33 views 6 comments 0 points Most recent by Coach Jon January 23Report a Bug
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  Transaction disappears after linking to reminder

  System 61 views 11 comments 0 points Most recent by Coach Natalie January 23Report a Bug
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  Wells Fargo recognizes direct deposits 2 banking days earlier than the posting of them

  mllcpa 78 views 9 comments 1 point Most recent by Coach Jon January 22Adding and Updating Accounts
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  Ability to link or tie Savings Goals contributions/withdraws to transactions (edited)

  Active andrew1030 362 views 9 comments 47 points Most recent by RTYT January 21Feature Requests
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  Allow same transaction spanning multiple accounts to be linked

  Davidd 13 views 1 comment 1 point Most recent by Coach Natalie January 21Feedback
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  [ONGOING] 01/06/24: HealthEquity is Downloading Duplicate Transactions

  Coach Jon 107 views 1 comment 1 point Most recent by Coach Natalie January 21Current Online Banking Issues
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  Linking Transactions to Bill Reminders

  TheReal702 28 views 3 comments 1 point Most recent by TheReal702 January 21Troubleshooting
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  How to get Simplifi to download transactions from when my account was not linked (edited)

  dfmarcus03 25 views 4 comments 0 points Most recent by dfmarcus03 January 20Adding and Updating Accounts
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  221
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 3.1K views 103 comments 221 points Most recent by lucky1515 January 20Feature Requests
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  Chase credit card transaction dates

  mllcpa 50 views 6 comments 0 points Most recent by mllcpa January 19Adding and Updating Accounts
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  QS creating Duplicate Transactions from Health Equity HSA

  Max1223 25 views 2 comments 0 points Most recent by Max1223 January 19Adding and Updating Accounts
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  1
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 56 views 5 comments 1 point Most recent by RobWilk January 17Feature Requests
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  Slashes in imported transactions

  AllCdnBoy 10 views 1 comment 0 points Most recent by Coach Jon January 17Troubleshooting
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  When bulk editing transactions, don't automatically mark them as 'Reviewed' (edited)

  Active lovetobudget 147 views 6 comments 17 points Most recent by EL1234 January 17Feature Requests
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  Editing multiple Tags not working

  Max1223 35 views 7 comments 0 points Most recent by Max1223 January 16Report a Bug
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  Ability to remove tags during bulk edit

  Active Norm6257 484 views 19 comments 37 points Most recent by Max1223 January 16Feature Requests
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  Simplifi Not Updating Transactions for ufcu.org

  BlueGrits 86 views 13 comments 1 point Most recent by Coach Jon January 16Adding and Updating Accounts
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  Cannot create reminder if “do not show again” selected on reminder notice on mobile (edited)

  Engaiging 23 views 5 comments 0 points Most recent by Coach Natalie January 16Report a Bug
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  Transfers detected as withdrawals and income

  MattS 25 views 3 comments 0 points Most recent by RobWilk January 15Using Transfers
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  How do I see a list of Projects that aren't marked with Billable?

  Answered ✓ Flopbot 34 views 5 comments 0 points Most recent by Coach Kristina January 11General Troubleshooting
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  Add Labels to Flags

  Active Flopbot 213 views 16 comments 26 points Most recent by juli7 January 11Feature Requests
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  Wells Fargo transactions missing

  fcb 37 views 8 comments 0 points Most recent by fcb January 10Managing Your Transactions
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  Show "Transfers" or Linked Transactions right next to each other in the Transactions List

  Active System 92 views 12 comments 11 points Most recent by EL1234 January 10Feature Requests
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  Merged: Group Transfers on Transactions List

  Closed Robert H 3 views 0 comments 1 point Started by Robert H January 9 Feature Requests