Transactions

Discussion List

• 
  "Opening Balance" transaction category?

  Closed ejs 34 views 7 comments 0 points Most recent by ejs July 5Managing Your Transactions
• 
  5

  Up Down
  Ability to choose which transaction data to keep when merging transactions (edited)

  Active RobWilk 74 views 8 comments 5 points Most recent by egal July 3Feature Requests
• 
  8

  Up Down
  Ability to assign different Payees to Split Transactions (edited)

  Active esender 106 views 5 comments 8 points Most recent by EL1234 July 2Feature Requests
• 
  Merged: Allowing Multiple Payees for One Transaction - Splits (edited)

  Closed aastol 1 view 0 comments 1 point Started by aastol July 2 Feature Requests
• 
  Merged: Payee Name display cut off on screen

  Closed Ron4266 1 view 0 comments 0 points Started by Ron4266 July 2 Managing Your Transactions
• 
  Understanding – Pending in Transaction Activity

  Answered ✓ Closed Dick_Davis 94 views 9 comments 0 points Most recent by Dick_Davis June 30Adding and Updating Accounts
• 
  not seeing merchants for credit cards (edited)

  Answered ✓ Closed ronm 15 views 1 comment 0 points Most recent by Coach Kristina June 30Managing Your Transactions
• 
  Manage Credit Cards

  Closed countrycloudboy 14 views 1 comment 0 points Most recent by DannyB June 29Managing Your Transactions
• 
  Credit splits

  Closed mograce 11 views 1 comment 0 points Most recent by Coach Kristina June 28Managing Your Transactions
• 
  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
• 
  Consumer Loan Paid by Credit Card Monthly

  Closed Dick_Davis 24 views 2 comments 0 points Most recent by Dick_Davis June 25Bills and Income
• 
  1

  Up Down
  Ability to add Attachments to each Split (edited)

  Dick_Davis 56 views 5 comments 1 point Most recent by EL1234 June 24Feature Requests
• 
  Reviewed flag for pending transactions gets reset to not reviewed after posted

  Closed habrams99 169 views 22 comments 1 point Most recent by Dick_Davis June 24Troubleshooting
• 
  4

  Up Down
  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
• 
  Merged: Saving Goals Links for Tranactions

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 2 points Started by HeyJaiBabyIGotUrMony June 21 Feature Requests
• 
  21

  Up Down
  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
• 
  Reconcile Accounts by Statement Upload

  Closed stevel0821 41 views 1 comment 0 points Most recent by Coach Natalie June 19Feedback
• 
  0

  Up Down
  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
• 
  Finding Transactions that are in the future (beyond Current Date)

  Closed Dick_Davis 59 views 2 comments 0 points Most recent by Dick_Davis June 19Managing Your Transactions
• 
  Typing in the Transaction Category field on web

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

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

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

  Closed DannyB 60 views 11 comments 0 points Most recent by DannyB June 18Managing Your Transactions
• 
  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
• 
  2

  Up Down
  Add an 'Attachments' column to Reports (edited)

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

  Closed Just Me 49 views 1 comment 0 points Most recent by Flopbot June 14Getting Started
• 
  Understanding Transactions – Credit Card, Checking, and Money Market Savings

  Closed Dick_Davis 70 views 10 comments 0 points Most recent by Dick_Davis June 13Managing Your Transactions
• 
  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
• 
  2

  Up Down
  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