Transactions

Discussion List

• 
  Something is up with Wells Fargo pending transactions

  Closed ajbopp 1.7K views 62 comments 1 point Most recent by ajbopp April 29Report a Bug
• 
  How to reverse out fraudulent credit card charges from credit card account?

  Closed dna1011 25 views 2 comments 0 points Most recent by ajbopp April 27Troubleshooting
• 
  AMEX checking account transactions downloading as "Online Transfer / Payment: Debit" (edited)

  Closed dereckmezquita 41 views 1 comment 0 points Most recent by Coach Natalie April 25Adding and Updating Accounts
• 
  No balances, holdings, or transactions downloading for Thrivent Financial accounts (edited)

  Closed gskluzacek 56 views 4 comments 0 points Most recent by Coach Jon April 25Adding and Updating Accounts
• 
  searching transactions

  Answered ✓ Closed gskluzacek 32 views 2 comments 0 points Most recent by gskluzacek April 25Troubleshooting
• 
  Adding custom rules for categorizing transactions

  Closed Sourabh 17 views 1 comment 0 points Most recent by Coach Jon April 24Feedback
• 
  8

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

  Active CodePoet 599 views 19 comments 8 points Most recent by Cosmo24 April 23Feature Requests
• 
  All accounts not downloading

  Closed Mick 107 views 6 comments 0 points Most recent by Coach Jon April 22Adding and Updating Accounts
• 
  Search transaction notes

  Closed Thisisnatalie 36 views 1 comment 1 point Most recent by Coach Natalie April 18Troubleshooting
• 
  Ally Mastercard not syncing transactions - balance only

  Closed Devlpr 102 views 4 comments 0 points Most recent by Coach Jon April 18Adding and Updating Accounts
• 
  Duplicate transactions with Alliant Visa (edited)

  Closed TheHikingViking 108 views 11 comments 0 points Most recent by Coach Natalie April 18Adding and Updating Accounts
• 
  Planned Spending not counting transactions (edited)

  Answered ✓ Closed kash80 51 views 2 comments 0 points Most recent by kash80 April 18Using the Spending Plan
• 
  Mobile app needs "See Other Side" like web app

  Closed RobWilk 86 views 6 comments 3 points Most recent by RobWilk April 17Report a Bug
• 
  Not seeing any income show up in my transactions or any other tabs

  Closed romerome2k18 42 views 1 comment 0 points Most recent by Coach Jon April 15Troubleshooting
• 
  Why doesn't "Reviewed" checkbox automatically show up in transaction list?

  Closed DavidB 58 views 7 comments 2 points Most recent by DavidB April 15Managing Your Transactions
• 
  Missing Transactions from Edward Jones (edited)

  Closed Clark 540 views 57 comments 0 points Most recent by Coach Natalie April 15Adding and Updating Accounts
• 
  0

  Up Down
  Convert downloaded transactions to manual transactions when making an account manual (edited)

  Active muel87 56 views 2 comments 0 points Most recent by muel87 April 15Feature Requests
• 
  pending transactions

  Closed Djmccurry 53 views 1 comment 0 points Most recent by DannyB April 14Bills and Income
• 
  "Sorry, changes could not be saved." message after putting in expense details

  Closed System 14 views 2 comments 0 points Most recent by Coach Kristina April 13Troubleshooting
• 
  Capital One Credit Card Payments not posting to Transactions

  Closed WilliamMaykel 54 views 1 comment 0 points Most recent by Coach Kristina April 13Adding and Updating Accounts
• 
  5

  Up Down
  Allow direct/deep linking to specific areas of Simplifi - e.g. pre-selected filters (edited)

  Active budgetj75 134 views 7 comments 5 points Most recent by rbw April 13Feature Requests
• 
  Transactions automatically being linked with big difference in numbers.

  Closed SGranada 45 views 4 comments 0 points Most recent by SGranada April 13Troubleshooting
• 
  Utilities money from roommate not subtracting from whole category

  Answered ✓ Closed peaceloveelina 53 views 2 comments 0 points Most recent by DannyB April 12Bills and Income
• 
  Merged: Paypal Mastercard transactions?

  shandranancy 21 views 0 comments 0 points Started by shandranancy April 12 Troubleshooting
• 
  I have transactions set up to split where we get cash back (like grocery store split groceries/cash)

  Closed VermillionSands 54 views 6 comments 0 points Most recent by VermillionSands April 11Getting Started
• 
  Why is my deposit not showing?

  Closed sunflowermom 33 views 2 comments 0 points Most recent by sunflowermom April 11Troubleshooting
• 
  How to include transaction date in downloads?

  Closed year10k 81 views 7 comments 0 points Most recent by DannyB April 11Using Reports
• 
  2

  Up Down
  Deduct credit card transactions from my checking account's "available balance" (edited)

  Active onlyme 91 views 8 comments 2 points Most recent by onlyme April 10Feature Requests
• 
  American Express Missing Transaction

  Closed Max1223 47 views 1 comment 0 points Most recent by Coach Jon April 8Troubleshooting