Transactions

Discussion List

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  Transaction List Update: Share your feedback here!

  Announcement Coach Natalie 2K views 188 comments 0 points Most recent by Simpli_User_101 10:24PMFeedback
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  No balance or transaction updates since friday (edited)

  Dr Gene 13 views 1 comment 0 points Most recent by Coach Jon 5:18PMAdding and Updating Accounts
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  Hovering over ---Split--- in Transaction List now Shows You the Split Amounts

  SRC54 25 views 4 comments 1 point Most recent by Flopbot 4:33PMFeedback
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  In Reports, show a count of transactions matching the filters

  GC_MC 19 views 2 comments 2 points Most recent by Coach Natalie 4:32PMFeature Requests
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  Marking a recurring reminder as paid should put the transaction in "cleared" status (edited)

  MishaM 38 views 4 comments 2 points Most recent by TwelveSilverPennies 1:36PMFeature Requests
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  Import transactions from CSV no longer triggering Rules

  Bernardo 233 views 25 comments 0 points Most recent by DryHeat 1:22AMReport a Bug
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  Getting transaction amounts to show in reports run by category?

  Answered ✓ foster13 14 views 1 comment 0 points Most recent by foster13 March 28Using Reports
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  How to use shared account (Husband & Wife), yet exclude certain information like gifts?

  Answered KDC1996 47 views 4 comments 0 points Most recent by KDC1996 March 28Using Space Sharing
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  Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

  In Review achester99 3.1K views 69 comments 261 points Most recent by angeleyz21 March 27Feature Requests
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  Split transactions ignored when filtering on Category unless "Show split details" selected

  DryHeat 57 views 13 comments 0 points Most recent by EL1234 March 27Feedback
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  5
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  In Progress Max1223 349 views 29 comments 5 points Most recent by brisure March 27Feature Requests
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  Rename the "Payee" field to "Payee/Payor" (edited)

  Active perkin-warbeck 61 views 9 comments 6 points Most recent by RobWilk March 26Feature Requests
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  "undefined" shows up under Notes column after splitting a transaction with no notes!

  KB2014 58 views 9 comments 1 point Most recent by KB2014 March 25Troubleshooting
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  Stop changing column displays and column names in reports (edited)

  quick username 33 views 3 comments 0 points Most recent by Coach Marcus March 24Feedback
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  8

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  Show the Transactional Data Limit gear icon without having to hover (edited)

  Active DryHeat 22 views 1 comment 8 points Most recent by sbennet1 March 24Feature Requests
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  Show pending totals for manual accounts (edited)

  Active Stroobs 37 views 4 comments 4 points Most recent by RobWilk March 23Feature Requests
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  Alphabetical Category/Tag Sorting Should Ignore Emoji‑Prefixed Values (edited)

  Active Stroobs 11 views 0 comments 2 points Started by Stroobs March 22 Feature Requests
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  How to see the cumulative balance after each entry line in transactions

  Answered ✓ Andre Cheply 32 views 2 comments 0 points Most recent by Andre Cheply March 22Managing Your Transactions
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  Transfer category accounts list in transactions got drastically narrower after 6.11.0 update

  KB2014 142 views 34 comments 0 points Most recent by DryHeat March 22Troubleshooting
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  Cannot enter recurring or manual transaction that will be due over a year (365 days) from today

  Andre Cheply 43 views 11 comments 0 points Most recent by SRC54 March 20Bills and Income
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  Simplifi CSV Import — Category with "/" Not Recognized

  JMQkn 16 views 2 comments 0 points Most recent by Coach Jon March 20Troubleshooting
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  289
  Split transactions should be treated as separate transactions (2 Merged Votes)

  Completed bcrossman 5.1K views 167 comments 289 points Most recent by bcrossman March 20Feature Requests
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  QBP: Zelle payments should not automatically be transfers (edited)

  Active Eric D 45 views 5 comments 8 points Most recent by EL1234 March 18Quicken Business & Personal Feature Requests
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  Optum FSA Account Transaction Activity does not align with Simplifi/FDP-102/FDP-2001/to.100 (edited)

  jhst 125 views 26 comments 0 points Most recent by Coach Jon March 18Adding and Updating Accounts
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  Bank of America hasn't updated since Feb 13th / Care Code: 2204

  System 34 views 6 comments 0 points Most recent by Coach Jon March 17Adding and Updating Accounts
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  Transaction Detail view on Android phone doesn't quite fit on screen

  DryHeat 48 views 11 comments 0 points Most recent by Coach Jon March 17Report a Bug
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  Transactions Stopped Downloading - Wells Fargo and Discover (edited)

  Thomas56 138 views 21 comments 0 points Most recent by Coach Natalie March 16Adding and Updating Accounts
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  Merged: Add “Duplicate” to the transaction ••• (three‑dot) menu

  Closed Dre 20 views 0 comments 4 points Most recent by Dre March 15Feature Requests
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  Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)

  Active harinath 643 views 32 comments 58 points Most recent by Dre March 15Feature Requests