Transactions

Discussion List

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  Why is the transaction categorization so... bad?

  Closed Dognose 89 views 5 comments 0 points Most recent by Coach Jon September 2025Managing Your Transactions
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  Transactions pending from Chase for over a week

  Closed Oogway 63 views 8 comments 0 points Most recent by Oogway September 2025Adding and Updating Accounts
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  Can Simplifi track both sides of a transfer from a brokerage account to a bank checking account

  Closed GMS4QS 22 views 1 comment 0 points Most recent by Coach Jon September 2025Managing Your Transactions
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  Transaction naming and categorization apply only to Pending transactions, and change once Cleared

  Closed tylermdunn 15 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  -1

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  Mobile App: Move the 'Reviewed' checkmark to the left side of transactions (edited)

  trd716 23 views 3 comments -1 point Most recent by Coach Natalie September 2025Feature Requests
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  Register duplicating entries when changing Reconciliation Type

  Closed The last straw 2 views 1 comment 0 points Most recent by Coach Kristina September 2025Troubleshooting
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  Erroneous balance on manual account

  Closed oldit51 60 views 3 comments 0 points Most recent by oldit51 September 2025Adding and Updating Accounts
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  Merged: Amazon Transaction Detail

  Closed Gibsongirl547 1 view 0 comments 2 points Started by Gibsongirl547 September 2025 Feature Requests
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  Shift click to select a range of transactions does not work on Mac

  Closed N4KHQ 43 views 4 comments 0 points Most recent by N4KHQ September 2025Troubleshooting
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  10

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  End of year archive/processing (edited)

  Active rickthau 91 views 6 comments 10 points Most recent by Coach Natalie September 2025Feature Requests
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  Issue with searching transactions (edited)

  Closed Dick_Davis 51 views 7 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  Even out check arrival month in spending plan

  Closed resaxon 12 views 1 comment 2 points Most recent by Coach Natalie September 2025Feedback
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  6

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  If Payee is new, set Category to Uncategorized

  Active DavidB 21 views 1 comment 6 points Most recent by Dognose September 2025Feature Requests
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  Posted date transaction vs actual

  Closed Earvin 18 views 2 comments 0 points Most recent by Coach Natalie September 2025Feedback
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  Ability to search by check # (edited)

  EL1234 56 views 5 comments 6 points Most recent by mmmartian September 2025Feature Requests
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  Bank Of America Not Updating Certain Accounts

  Closed sammy66 28 views 2 comments 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Searching transactions on the Mobile App is not showing all transactions (edited)

  Closed The Merg 154 views 24 comments 1 point Most recent by The Merg September 2025Report a Bug
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  Flag Colors not Displaying on Mobile App (edited)

  Closed Dick_Davis 74 views 11 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  Filter to only show new transactions

  Closed MWD 22 views 5 comments 1 point Most recent by SRC54 September 2025Feedback
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  Stripe > transaction stuck on Pending

  Closed fcb 52 views 5 comments 0 points Most recent by fcb September 2025General Troubleshooting
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  Nordstrom Card transactions are reversed - debits are credits and credits are debits

  Closed humby3 63 views 1 comment 1 point Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Some Pending Transactions are being doubled in account balance (edited)

  Closed N4KHQ 85 views 10 comments 0 points Most recent by DryHeat September 2025Adding and Updating Accounts
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  Check number field being modified

  Closed rblevow 11 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  I find this very hard to work with

  Closed DudeInCO 68 views 7 comments 0 points Most recent by SRC54 September 2025Feedback
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  Statement Reconciliation Work Around

  Closed Dick_Davis 104 views 3 comments 1 point Most recent by Dick_Davis September 2025Share your Success!
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  "Pending" transfers can't be "cleared" in split transactions

  Closed WJB 30 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Do I need to update my account from my bank to clear transactions? (edited)

  Closed Herman 21 views 1 comment 0 points Most recent by Coach Jon September 2025Getting Started
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  Merged: Search/Filter not displaying all transactions on mobile (edited)

  Closed debandrich 31 views 0 comments 0 points Most recent by The Merg September 2025Report a Bug
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  Will deleting an account cause the transactions to be lost? (edited)

  Answered ✓ Closed neon45 44 views 3 comments 0 points Most recent by neon45 September 2025Managing Your Transactions