Transactions

Discussion List

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  Optum FSA Account Transaction Activity does not align with Simplifi/FDP-102/FDP-2001/to.100 (edited)

  jhst 107 views 20 comments 0 points Most recent by Coach Jon 4:12PMAdding and Updating Accounts
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  Connected account balances not updating with pending transactions (edited)

  someotherderek 659 views 89 comments 3 points Most recent by Vlad2277 2:55PMAdding and Updating Accounts
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  Pending expenses downloaded as income (edited)

  squirrelbeforesunset 13 views 1 comment 0 points Most recent by SRC54 9:52AMTroubleshooting
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  2
  Web App: Display the full category path when searching the categories list on transactions

  Completed asheroto 47 views 3 comments 2 points Most recent by bobthemoneyguy 2:10AMFeature Requests
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  Merged: No longer seeing "pending" transactions at the top of the register

  Closed nicko 52 views 0 comments 0 points Most recent by LW2000 March 8Managing Your Transactions
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  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 73 views 4 comments 6 points Most recent by Jds March 8Feature Requests
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  Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)

  Active Chris 706 views 35 comments 54 points Most recent by EL1234 March 8Feature Requests
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  Split transactions still don't have a notes section or ability to exclude (edited)

  Silverthorne 17 views 1 comment 1 point Most recent by Coach Kristina March 7Managing Your Transactions
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 403 views 25 comments 44 points Most recent by Levanima March 7Feature Requests
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  Import transactions from CSV no longer triggering Rules

  Bernardo 194 views 21 comments 0 points Most recent by Coach Jon March 6Report a Bug
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  Unable to split paycheck, adding split amounts only increases amount to split

  Answered ✓ D_Oldham 58 views 12 comments 0 points Most recent by DryHeat March 6Managing Your Transactions
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  Explanation why transactions need to be based on Transaction Purchase dates instead of Posted dates

  improvementneed 20 views 1 comment 0 points Most recent by Coach Jon March 5Feedback
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  Transaction List Update: Share your feedback here!

  Announcement Coach Natalie 1.8K views 186 comments 0 points Most recent by SRC54 March 5Feedback
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  Image for "Show Split Items Mode (parent note and split note)" in Web Release 6.9.0 (edited)

  Dick_Davis 28 views 4 comments 0 points Most recent by DryHeat March 5Managing Your Transactions
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  NEW 3/5/26: Pending transactions are delayed in impacting the balance for connected accounts

  Announcement Coach Natalie 148 views 0 comments 0 points Started by Coach Natalie March 5 Known Product Issues
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  No transactions shown when filtering to personal on mobile (edited)

  Lhh 131 views 12 comments 0 points Most recent by Coach Jon March 5General Troubleshooting
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  Mobile App: Ability to scroll, zoom, and view multiple pages in PDF attachments (edited)

  newuser482 13 views 1 comment 1 point Most recent by Coach Natalie March 5Feature Requests
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  Prevent automatic edits to Transactions that have been marked as Reviewed

  Active EL1234 26 views 3 comments 4 points Most recent by EL1234 March 5Feature Requests
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  Entering Transactions from Dashboard on Mobile App (edited)

  Answered jbaker5400 12 views 1 comment 0 points Most recent by Coach Natalie March 4Getting Started
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  Pending and cleared transaction showing as duplicates in Spending Plan

  RobI 71 views 9 comments 1 point Most recent by SRC54 March 4Using the Spending Plan
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  Transactions Stopped Downloading - Wells Fargo and Discover (edited)

  Thomas56 109 views 19 comments 0 points Most recent by crt2338 March 3Adding and Updating Accounts
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  What does "auto match" use to match transactions?

  System 36 views 5 comments 0 points Most recent by Coach Natalie March 3Bills and Income
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  PayPal account does not show most recent posted transactions

  Jrunner01 24 views 1 comment 0 points Most recent by Coach Natalie March 2Adding and Updating Accounts
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  Pending transactions that are linked to recurring don't show as "paid" in Bills & Income (edited)

  BenB 87 views 11 comments 2 points Most recent by Coach Natalie March 2Feedback
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  Merged: Bank Of America No Longer Showing Pending Transactions

  Closed MishaM 3 views 0 comments 0 points Started by MishaM March 2 Report a Bug
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  199
  Need a 'Select All' and 'Date Range' Filter (edited)

  Completed Drummon1 3.1K views 82 comments 199 points Most recent by Coach Kristina March 1Feature Requests
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  Ability to bulk edit transaction dates (edited)

  Active ryan.ak22 17 views 0 comments 4 points Started by ryan.ak22 February 28 Feature Requests
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  Notifications – Transactions Needing Attention - Nothing happens when clicked (edited)

  Dick_Davis 12 views 1 comment 0 points Most recent by DryHeat February 28Managing Your Transactions
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  Social Security numbers visible in Simplifi SS direct deposit transactions

  MSM 83 views 11 comments 0 points Most recent by DryHeat February 28Adding and Updating Accounts
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  5
  Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

  Completed RockLee 20 views 1 comment 5 points Most recent by Coach Natalie February 27Feature Requests