Transactions

Discussion List

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  United Nation FCU credit transactions do not distinguish posted from pending Iedited)

  Closed James.MP 11 views 1 comment 0 points Most recent by Coach Jon June 27Adding and Updating Accounts
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  Consumer Loan Paid by Credit Card Monthly

  Closed Dick_Davis 23 views 2 comments 0 points Most recent by Dick_Davis June 25Bills and Income
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  Ability to add Attachments to each Split (edited)

  Dick_Davis 55 views 5 comments 1 point Most recent by EL1234 June 24Feature Requests
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  Reviewed flag for pending transactions gets reset to not reviewed after posted

  Closed habrams99 168 views 22 comments 1 point Most recent by Dick_Davis June 24Troubleshooting
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  Add a checkbox to each month header in Transactions to "select all" for the month (edited)

  Active phixed 11 views 0 comments 4 points Started by phixed June 21 Feature Requests
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  Merged: Saving Goals Links for Tranactions

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 2 points Started by HeyJaiBabyIGotUrMony June 21 Feature Requests
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  Add an option to expand/collapse all transaction rows (edited)

  Active Money Manager 183 views 17 comments 21 points Most recent by DannyB June 21Feature Requests
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  Reconcile Accounts by Statement Upload

  Closed stevel0821 41 views 1 comment 0 points Most recent by Coach Natalie June 19Feedback
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  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Dick_Davis 23 views 4 comments 0 points Most recent by Dick_Davis June 19Feature Requests
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  Finding Transactions that are in the future (beyond Current Date)

  Closed Dick_Davis 58 views 2 comments 0 points Most recent by Dick_Davis June 19Managing Your Transactions
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  Typing in the Transaction Category field on web

  Closed rgonzalez 11 views 1 comment 0 points Most recent by Coach Jon June 18Troubleshooting
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  Linked [Transfer] Transactions shown

  Answered ✓ Closed Dick_Davis 33 views 4 comments 0 points Most recent by Dick_Davis June 18Managing Your Transactions
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  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 32 views 5 comments 1 point Most recent by Dick_Davis June 18Feedback
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  Ideas on how to handle repayment?

  Closed DannyB 60 views 11 comments 0 points Most recent by DannyB June 18Managing Your Transactions
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  111
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  Planned 2sonsjim 981 views 41 comments 111 points Most recent by R C June 17Feature Requests
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  Merged: Reviewed pending credit card transaction are marked-unreviewed when it moves to Posted

  Closed Shree3 1 view 0 comments 0 points Started by Shree3 June 17 Managing Your Transactions
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  Add an 'Attachments' column to Reports (edited)

  Active Dick_Davis 11 views 0 comments 2 points Started by Dick_Davis June 14 Feature Requests
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  Using Simplifi without linking to banks

  Closed Just Me 43 views 1 comment 0 points Most recent by Flopbot June 14Getting Started
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  Understanding Transactions – Credit Card, Checking, and Money Market Savings

  Closed Dick_Davis 69 views 10 comments 0 points Most recent by Dick_Davis June 13Managing Your Transactions
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  Review Marker Switched on After Editing a Transaction

  Closed Dick_Davis 51 views 11 comments 0 points Most recent by SRC54 June 13Managing Your Transactions
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  2

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  Add a warning that there are attachments when deleting a transaction (edited)

  Dick_Davis 11 views 1 comment 2 points Most recent by Coach Natalie June 12Feature Requests
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  Mortgage Transactions (Principle, Interest, and Escrow)

  Answered ✓ Closed Dick_Davis 29 views 2 comments 0 points Most recent by SRC54 June 12Managing Your Transactions
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  Mobile App: Show the day of the week on the date picker calendar for transactions (edited)

  Active timmyc123 42 views 4 comments 6 points Most recent by egal June 12Feature Requests
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  How to account for Square credit card payment fees (edited)

  Closed Justjes 12 views 1 comment 0 points Most recent by Coach Jon June 11General Troubleshooting
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  Bank Reconciliation $50 Short in Q13

  Closed JG_1 17 views 1 comment 0 points Most recent by Coach Jon June 11Managing Your Transactions
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  Transactions disappear when linked to recurring

  Closed bobmablob 315 views 22 comments 1 point Most recent by Coach Natalie June 11Report a Bug
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  Credit Card Payments in Checking Account

  Closed TheRealFastDave 46 views 5 comments 0 points Most recent by Dick_Davis June 11Managing Your Transactions
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  Mortgage Payments as Transfers

  Answered ✓ Closed BlueGrits 55 views 2 comments 0 points Most recent by DryHeat June 9Managing Your Transactions