Transactions

Discussion List

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  Accounts not refreshing on Finicity (edited)

  Closed A Deutscher 1.1K views 63 comments 3 points Most recent by Coach Natalie May 2Troubleshooting
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  Reverse register for UFCU

  Closed alex9723 52 views 5 comments 0 points Most recent by Coach Natalie May 2Adding and Updating Accounts
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  Ability to add logos/icons to Payees and Recurring Transactions (edited)

  Active rubles_mere.0e 110 views 4 comments 7 points Most recent by nakada May 1Feature Requests
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  Many Users Complaining About Missing Transactions

  Closed bobmablob 57 views 1 comment 0 points Most recent by Coach Natalie May 1Feedback
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  Incorrect credit card payment amounts?

  Closed RLBradbury 133 views 15 comments 0 points Most recent by RLBradbury May 1Managing Your Transactions
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  Show Check Images in Quicken

  Closed mandie1008 43 views 3 comments 1 point Most recent by DannyB April 29Feedback
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  "Withdrawal Debit Card Check Card" downloading for Sound Credit Union transactions (edited)

  Closed chris_moceri 123 views 15 comments 0 points Most recent by Coach Natalie April 29Adding and Updating Accounts
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  When I try to use the "Link to Transaction" function, the specific transaction isn't listed

  Closed System 30 views 3 comments 1 point Most recent by Coach Jon April 29Troubleshooting
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  Something is up with Wells Fargo pending transactions

  Closed ajbopp 1.8K views 62 comments 1 point Most recent by ajbopp April 29Report a Bug
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  How to reverse out fraudulent credit card charges from credit card account?

  Closed dna1011 26 views 2 comments 0 points Most recent by ajbopp April 27Troubleshooting
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  AMEX checking account transactions downloading as "Online Transfer / Payment: Debit" (edited)

  Closed dereckmezquita 48 views 1 comment 0 points Most recent by Coach Natalie April 25Adding and Updating Accounts
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  No balances, holdings, or transactions downloading for Thrivent Financial accounts (edited)

  Closed gskluzacek 60 views 4 comments 0 points Most recent by Coach Jon April 25Adding and Updating Accounts
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  searching transactions

  Answered ✓ Closed gskluzacek 34 views 2 comments 0 points Most recent by gskluzacek April 25Troubleshooting
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  Adding custom rules for categorizing transactions

  Closed Sourabh 17 views 1 comment 0 points Most recent by Coach Jon April 24Feedback
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  Stop automatic category assignment/leave category blank for downloaded transactions (edited)

  Active CodePoet 618 views 19 comments 8 points Most recent by Cosmo24 April 23Feature Requests
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  All accounts not downloading

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

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

  Closed Devlpr 111 views 4 comments 0 points Most recent by Coach Jon April 18Adding and Updating Accounts
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  Duplicate transactions with Alliant Visa (edited)

  Closed TheHikingViking 111 views 11 comments 0 points Most recent by Coach Natalie April 18Adding and Updating Accounts
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  Planned Spending not counting transactions (edited)

  Answered ✓ Closed kash80 52 views 2 comments 0 points Most recent by kash80 April 18Using the Spending Plan
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  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
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  Not seeing any income show up in my transactions or any other tabs

  Closed romerome2k18 51 views 1 comment 0 points Most recent by Coach Jon April 15Troubleshooting
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  Why doesn't "Reviewed" checkbox automatically show up in transaction list?

  Closed DavidB 59 views 7 comments 2 points Most recent by DavidB April 15Managing Your Transactions
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  Missing Transactions from Edward Jones (edited)

  Closed Clark 544 views 57 comments 0 points Most recent by Coach Natalie April 15Adding and Updating Accounts
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  Convert downloaded transactions to manual transactions when making an account manual (edited)

  Active muel87 58 views 2 comments 0 points Most recent by muel87 April 15Feature Requests
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  pending transactions

  Closed Djmccurry 58 views 1 comment 0 points Most recent by DannyB April 14Bills and Income
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  "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
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  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
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  Allow direct/deep linking to specific areas of Simplifi - e.g. pre-selected filters (edited)

  Active budgetj75 135 views 7 comments 5 points Most recent by rbw April 13Feature Requests