Transactions

Discussion List

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  Ability to bulk edit transaction dates (edited)

  Active ryan.ak22 90 views 0 comments 4 points Most recent by ryan.ak22 February 28Feature Requests
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  Notifications – Transactions Needing Attention - Nothing happens when clicked (edited)

  Closed Dick_Davis 29 views 1 comment 0 points Most recent by DryHeat February 28Managing Your Transactions
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  Social Security numbers visible in Simplifi SS direct deposit transactions

  Closed MSM 238 views 11 comments 0 points Most recent by DryHeat February 28Adding and Updating Accounts
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  5
  Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

  Completed Closed RockLee 28 views 1 comment 5 points Most recent by Coach Natalie February 27Feature Requests
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  Transaction search needs reining in

  Closed ChattMatt 48 views 3 comments 1 point Most recent by ChattMatt February 26Feedback
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  Navy Federal (Long-Term issue): Pending transactions "rarely" clear themselves

  Closed RobWilk 209 views 2 comments 0 points Most recent by RobWilk February 26Adding and Updating Accounts
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  Duplicate transactions with reversed amounts (edited)

  Closed tannerhodges 52 views 2 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts
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  Transaction Split feature not working properly

  Closed Asher 115 views 2 comments 1 point Most recent by Asher February 23General Troubleshooting
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  Change category default list to current.

  Closed dtorg1955 32 views 1 comment 0 points Most recent by Coach Kristina February 22Managing Your Transactions
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  Undo the need to click twice for changes to save to a transaction (edited)

  Active ngzering 39 views 0 comments 1 point Most recent by ngzering February 22Feature Requests
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  Client Invoicing - Apply Payment of Equal Value Removes Previous Payment From Old Invoices

  Closed Dakota 55 views 4 comments 0 points Most recent by Dakota February 21General Troubleshooting
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  Apply Payment Dialog Always Initializes with "No Open Invoices"

  Closed Dakota 26 views 3 comments 0 points Most recent by Coach Jon February 21General Troubleshooting
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  No recurring transaction indicator

  Closed DMarshall 33 views 2 comments 0 points Most recent by DMarshall February 20Report a Bug
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  Fidelity Elan credit card transaction update delays (edited)

  Closed RobI 205 views 13 comments 1 point Most recent by SRC54 February 20Adding and Updating Accounts
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  Unchecking "Invoice payment" on Split Transaction Always Results In "Uncategorized" Split

  Closed Dakota 25 views 1 comment 0 points Most recent by Coach Jon February 20General Troubleshooting
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  Streamline the Category Assignment Process when Getting Started (edited)

  Active Caradean28 15 views 0 comments 3 points Most recent by Caradean28 February 20Feature Requests
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  How to Invoice Clients for Incurred Expenses

  Answered ✓ Closed Mortimer Duke 36 views 2 comments 0 points Most recent by Coach Jon February 18Invoices, Estimates, & Sales Receipts
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  Paperclip Icon in Transaction List (edited)

  Closed Spreadsheet Annie 13 views 1 comment 0 points Most recent by Coach Jon February 18Managing Your Transactions
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  Historical data for some accounts not being pulled in

  Closed System 26 views 2 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Bilt Rewards - INSTITUTION_NOT_RESPONDING / No transactions (edited)

  Closed ambronet 453 views 27 comments 0 points Most recent by Coach Natalie February 18Adding and Updating Accounts
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  Pending transactions not downloading from Citizens (edited)

  Closed amlafleur 46 views 1 comment 0 points Most recent by Coach Natalie February 16Adding and Updating Accounts
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  Stop hiding Venmo by default

  Closed bobmablob 114 views 3 comments 0 points Most recent by Coach Natalie February 16Feedback
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  paycheck sync from gusto

  Answered ✓ Closed blamphcore 61 views 1 comment 0 points Most recent by Coach Kristina February 15Bills and Income
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  NA showing for transaction categories for uncategorized transactions (edited)

  Closed ejs 24 views 2 comments 0 points Most recent by ejs February 14Report a Bug
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  When Simplifi's and the Bank's Balances Differ?

  Closed Mortimer Duke 65 views 2 comments 0 points Most recent by Mortimer Duke February 14Adding and Updating Accounts
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  Mouse scrolling while in Transaction Activity Screen

  Closed David Dorsey 18 views 1 comment 0 points Most recent by SRC54 February 14Troubleshooting
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  Manual Transfer Linking Bug

  Closed N4KHQ 217 views 22 comments 0 points Most recent by N4KHQ February 13Troubleshooting
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  26
  Ability to Filter Transactions by an Amount Range (edited)

  Completed Closed Money Manager 224 views 9 comments 26 points Most recent by Coach Natalie February 12Feature Requests
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  It's taking at least 2 business days for my bank transactions to show - First National Bank of Omaha

  Closed Ann2020 234 views 23 comments 0 points Most recent by Coach Jon February 12Adding and Updating Accounts