Transactions

Discussion List

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  Enhanced Transaction Detail View: Share your feedback here!

  Announcement Coach Janean 683 views 26 comments -1 point Most recent by Quicken Kirby September 17Early Access User Feedback
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  Accounting for Splitwise transactions on Simplifi

  rgonzalez 35 views 4 comments 0 points Most recent by DryHeat September 17Bills and Income
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  Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

  Active DannyB 123 views 4 comments 10 points Most recent by SmittyVA September 16Feature Requests
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  5
  Transaction Activity column selections in Reports, Watchlists, and the Spending Plan should stick

  In Progress Max1223 837 views 36 comments 5 points Most recent by DryHeat September 16Feature Requests
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  Help with splitting a maturing CD transaction (edited)

  neon45 251 views 14 comments 0 points Most recent by Coach Aldair September 15Managing Your Transactions
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  Merging CC Transactions

  Answered ✓ MWA 61 views 4 comments 0 points Most recent by MWA September 15Managing Your Transactions
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  Capital One accounts - transactions stopped downloading (edited)

  4dusty 27 views 1 comment 0 points Most recent by Coach Natalie September 15Adding and Updating Accounts
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  Loan Car payment, tracking principal and interest (loan debt cost), How do you guys do it?

  Answered Dariusz 28 views 2 comments 0 points Most recent by EL1234 September 14Adding and Updating Accounts
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  Manually added credit card payments in bank account disappearing

  nlinesk8s 23 views 1 comment 0 points Most recent by DryHeat September 13Troubleshooting
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  Transaction Linking True Delete/Clear Needed

  F4P6HR6DM 78 views 3 comments 1 point Most recent by F4P6HR6DM September 12Troubleshooting
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  Allow users to mark a month as Reviewed / Closed

  Active steveandvasi 32 views 1 comment 3 points Most recent by Flopbot September 12Feature Requests
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  Simplifi Bank Synchronization Ignores My Existing Transactions & Adds to wrong accounts

  PatQuilting59 79 views 4 comments 0 points Most recent by PatQuilting59 September 12Adding and Updating Accounts
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  Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

  In Review achester99 3.6K views 70 comments 272 points Most recent by vxn September 11Feature Requests
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  Target Circle Card: Category continuously resets to "Shopping" & half of transactions missing

  msl2424 71 views 4 comments 0 points Most recent by Coach Natalie September 11Adding and Updating Accounts
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  Mobile App: Quick Add Transaction (edited)

  Active RunTimmy 323 views 10 comments 11 points Most recent by SRC54 September 11Feature Requests
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  Mobile app - can we get a New Transaction button on the opening screen?

  DavidB 52 views 2 comments 0 points Most recent by DavidB September 11Feedback
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  Disable built-in transaction renaming (edited)

  Dognose 172 views 17 comments 1 point Most recent by Dognose September 10Managing Your Transactions
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  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 92 views 5 comments 7 points Most recent by teresalcarroll September 9Feature Requests
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  Renamed category not auto categorizing

  disc2120 45 views 1 comment 0 points Most recent by Coach Aldair September 9Troubleshooting
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  Web App: Ability to hide the banners at the top of the Transactions page (edited)

  Active Brian F 293 views 10 comments 12 points Most recent by Coach Natalie September 8Feature Requests
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  Web App: Ability to scroll the Transactions page from the Projected Cash Flow section (edited)

  Flopbot 126 views 8 comments 0 points Most recent by SRC54 September 6Feature Requests
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  my transactions are not showing up in spending plan.

  jgmic1989 98 views 10 comments 0 points Most recent by SRC54 September 6Troubleshooting
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  Link Part of a Split Transaction to a Recurring Bill [edited] (1 Merged Vote)

  Active ccrawford 770 views 29 comments 95 points Most recent by vxn September 4Feature Requests
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  Ability to Link multiple Transactions to a single Recurring Bill at one time (edited)

  In Review EODelf 2.8K views 53 comments 141 points Most recent by artymtz September 4Feature Requests
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  Advanced Tag Filters using AND based filters or OR based filters (edited)

  Active nicola 174 views 10 comments 20 points Most recent by vxn September 4Feature Requests
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  How to best track the balance on a loan to a family member? (edited)

  Answered Terry Glaser 44 views 2 comments 0 points Most recent by EL1234 September 4Troubleshooting
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  Enhanced Transaction List Toolbar: Share your feedback here!

  Closed Coach Natalie 720 views 41 comments 0 points Most recent by Coach Natalie September 3Feedback
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  Switching from Account to All Accounts With Filters Applied (edited)

  Dick_Davis 71 views 8 comments 0 points Most recent by Coach Aldair September 3Troubleshooting
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  Ability to Standardize Columns for Transaction Views Across Platform

  Active TwelveSilverPennies 10 views 0 comments 1 point Started by TwelveSilverPennies September 3 Feature Requests
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  Add an 'Amount' filter (edited)

  Active SquirrelScratcher 24 views 0 comments 2 points Started by SquirrelScratcher September 2 Feature Requests