Transactions

Discussion List

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  RESOLVED 11/3/26: Barclays - Duplicate Transactions

  Closed Coach Natalie 362 views 2 comments 1 point Most recent by Coach Natalie 7:57PMCurrent Online Banking Issues
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  Moving a transaction to a future date disappears and does not generate a reminder

  nestorbast 812 views 20 comments 1 point Most recent by EL1234 3:06PMBills and Income
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  Ability to have pending transactions count toward Projected Cash Flow while using 'Bank Balance'

  Active bob303727 306 views 8 comments 4 points Most recent by Joe M 12:52PMFeature Requests
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  UPDATED 11/2/26: Police and Fire FCU returning multiple errors and missing transactions

  Announcement Coach Aldair 262 views 5 comments 0 points Most recent by Coach Natalie November 2Current Online Banking Issues
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  Transactions from prior months Spending Plans missing from Simplifi Web App.

  phendyl 181 views 17 comments 0 points Most recent by SRC54 November 2Using the Spending Plan
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  Option to require Payee match before assigning a transaction to a recurring series

  rMarkD 104 views 8 comments 0 points Most recent by rMarkD November 2Bills and Income
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  Account Balance Not Updating After Downloading Transactions (edited)

  Josienurse 55 views 3 comments 0 points Most recent by Coach Aldair November 2Adding and Updating Accounts
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 699 views 33 comments 0 points Most recent by Coach Natalie November 2Troubleshooting
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  Blank rows between Pending and Cleared Transactions on Mobile (edited)

  cas 61 views 7 comments 0 points Most recent by SRC54 November 2Report a Bug
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  Adding a Credit Card Account and Viewing Transactions (Edited)

  Josienurse 46 views 1 comment 0 points Most recent by Coach Aldair November 2Adding and Updating Accounts
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  Ability to import QFX files (edited)

  Active Phssthpok 2.2K views 18 comments 48 points Most recent by SRC54 November 1Feature Requests
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  Transaction Review: Share your feedback here!

  Announcement Coach Natalie 1.2K views 61 comments 0 points Most recent by nrp06 October 31Feedback
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  ONGOING 10/27/26: Bank of America - Missing Transactions

  Coach Natalie 199 views 2 comments 0 points Most recent by Coach Natalie October 27Current Online Banking Issues
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  Allow Bulk Editing of Category & Tags for Split Transactions (edited)

  Active DannyM 196 views 4 comments 7 points Most recent by AKswirz October 26Feature Requests
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  The list of "Most Used Categories" should be the categories you manually select the most (edited)

  Active murribu 201 views 8 comments 10 points Most recent by SRC54 October 26Feature Requests
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  Using AI to categorize Amazon purchases (edited)

  GE001 128 views 2 comments 1 point Most recent by GE001 October 26Managing Your Transactions
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  Has auto categorization gotten worse?

  Answered aruss3ll 39 views 1 comment 0 points Most recent by SRC54 October 25Managing Your Transactions
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  We need the amazon Retail Purchase Categorization feature for Simplifi (edited)

  sklei 91 views 3 comments 1 point Most recent by GE001 October 24Feedback
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  New Feature Alert: Transaction Review

  Announcement Closed Coach Natalie 820 views 3 comments 0 points Most recent by Coach Natalie October 23Updates From the Product Team
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  Limit Transactions Shown on the Transactions Page - "Since YYYY" (edited)

  K37JJ43BR 199 views 11 comments 0 points Most recent by DryHeat October 23Feedback
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  Expense Receipts for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 277 views 7 comments 1 point Most recent by Coach Natalie October 23Quicken Business & Personal Feedback
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  All Historic Transactions Older than 1 year are missing.

  MishaM 133 views 8 comments 0 points Most recent by K37JJ43BR October 22Troubleshooting
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  'Unlink' not available on transaction created from a recurring reminder

  savvvvy 230 views 22 comments 0 points Most recent by EL1234 October 22Bills and Income
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  Display future-dated transactions/reminders in account registers [edited] (1 Merged Vote)

  Active Tickko 2.4K views 58 comments 66 points Most recent by DryHeat October 21Feature Requests
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  Simplifi Product Feedback, AI Capabilities, and a Potential Educational Application

  Joe Seta 106 views 5 comments 0 points Most recent by Coach Natalie October 20Feedback
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  Source Column for Transactions: Share your feedback here!

  Announcement Coach Natalie 205 views 7 comments 0 points Most recent by SRC54 October 20Early Access User Feedback
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  Option to automatically mark transactions as "reviewed" after saving edits (edited)

  Active leisterbrau 190 views 10 comments 7 points Most recent by MishaM October 19Feature Requests
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  Should I be excluding either or both sides of transactions from Checking to HSA accounts? (edited)

  Answered Mortimer Duke 80 views 3 comments 0 points Most recent by Coach Natalie October 19Using Transfers
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  Merged: New Transaction Review

  Closed Blubberbond 8 views 0 comments 0 points Started by Blubberbond October 18 Using the Community