Transactions

Discussion List

• 
  Transfers with different dates are not linking

  Answered atp 20 views 2 comments 0 points Most recent by Flopbot 4:19AMManaging your Transactions
• 
  Recurring transactions going wonky

  Boydston 98 views 17 comments 0 points Most recent by Chrobrego 3:55AMReport a Bug
• 
  5

  Up Down
  Stop automatic category assignment/leave category blank for downloaded transactions (edited)

  Active CodePoet 104 views 8 comments 5 points Most recent by Coach Natalie January 30Feature Requests
• 
  78

  Up Down
  Link from Transaction to 'take from' Savings goal (1 Merged Vote)

  In Review achester99 401 views 12 comments 78 points Most recent by Coach Natalie January 30Feature Requests
• 
  Bank of the west - no transactions

  ELS 12 views 1 comment 0 points Most recent by Coach Natalie January 30Adding and Updating Accounts
• 
  Splitting Bills and Expenses; Paid Back in Venmo

  Answered ✓ corgisimo 24 views 2 comments 0 points Most recent by corgisimo January 29Managing your Transactions
• 
  Transaction categories, names, notes and review flags being reset

  thsourg 11 views 3 comments 0 points Most recent by thsourg January 27Report a Bug
• 
  Merged: Turn on/off autoclassification on new transactions

  ryan-2022-2022 8 views 0 comments 1 point Started by ryan-2022-2022 January 27 Feature Requests
• 
  Ghost transactions in Transactions List

  jorder 14 views 1 comment 0 points Most recent by Coach Natalie January 27Report a Bug
• 
  [ONGOING] 11/28/22: Issues with the Transaction Detail modal on the Web App

  Announcement Closed Coach Natalie 200 views 3 comments 0 points Most recent by Coach Natalie January 27Known Product Issues
• 
  Pending Transactions don't match up in Bank download

  SRC54 204 views 40 comments 0 points Most recent by SRC54 January 26Managing your Transactions
• 
  Transactions names arrive in Simplifi with a space in the middle - Why?

  Mauritz307 41 views 12 comments 0 points Most recent by Coach Natalie January 26Troubleshooting
• 
  1

  Up Down
  Add Keyboard Shortcuts (edited)

  Active justme 33 views 3 comments 1 point Most recent by thsourg January 25Feature Requests
• 
  1

  Up Down
  Ability to track tips (edited)

  Active thsourg 8 views 0 comments 1 point Started by thsourg January 25 Feature Requests
• 
  Understanding where transaction dates are learned from

  Steve86 266 views 47 comments 0 points Most recent by Coach Natalie January 24Managing your Transactions
• 
  Removed Flags Reappearing

  myfriend 20 views 1 comment 0 points Most recent by Coach Natalie January 23Report a Bug
• 
  Adjustable resizable columns in web application

  Chrobrego 19 views 3 comments 0 points Most recent by Coach Natalie January 23Feedback
• 
  3.69 broke the 'Create Transaction' modal for splits (edited)

  MrGood 114 views 14 comments 0 points Most recent by Coach Natalie January 23Report a Bug
• 
  8

  Up Down
  Button to filter reviewed/unreviewed and uncategorized transactions easily (edited)

  Active perrynmyers 58 views 2 comments 8 points Most recent by pst January 23Feature Requests
• 
  How do I clear a refund on a CC?

  Answered ✓ Merlot10 37 views 5 comments 0 points Most recent by Merlot10 January 22Getting Started
• 
  I would like to record a check No in my transactions, How do I do it?

  Answered ✓ XJarhead 39 views 3 comments 0 points Most recent by Flopbot January 21Managing your Transactions
• 
  Lag while updating fields

  Simon Jemani 35 views 3 comments 0 points Most recent by Coach Natalie January 20Report a Bug
• 
  1

  Up Down
  Mobile App: Stay at or near historical transaction after updating it (edited)

  Active Tbone 55 views 3 comments 1 point Most recent by Coach Natalie January 20Feature Requests
• 
  Linked transactions are reverting to unlinked and the downloaded register entry is missing

  Mike T 93 views 18 comments 0 points Most recent by Mike T January 20Report a Bug
• 
  32

  Up Down
  Ability to Filter by Flag (edited)

  Active MrGood 223 views 15 comments 32 points Most recent by Bort400 January 19Feature Requests
• 
  Filters + split still broken

  timmyc123 65 views 10 comments 0 points Most recent by timmyc123 January 17Report a Bug
• 
  Mobile App Transaction Strange Sort Behavior

  Secure_User 51 views 12 comments 0 points Most recent by Coach Natalie January 17Troubleshooting
• 
  7

  Up Down
  When bulk editing transactions, don't automatically mark them as 'Reviewed' (edited)

  Active lovetobudget 47 views 4 comments 7 points Most recent by MrGood January 13Feature Requests
• 
  Frustrated user - Simplifi not acknowledging issues with their product

  mikes 24 views 1 comment 0 points Most recent by Coach Natalie January 10Report a Bug
• 
  2

  Up Down
  Deselect transactions after bulk marking them as "reviewed" (edited)

  Active lovetobudget 24 views 1 comment 2 points Most recent by Coach Natalie January 10Feature Requests