Transactions

Discussion List

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  For new Simplifi users

  Closed Donzee 51 views 1 comment 0 points Most recent by SRC54 August 2025Getting Started
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  Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments

  Closed DannyB 144 views 14 comments 0 points Most recent by DannyB August 2025Troubleshooting
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  When I search for uncategorized transactions, it also shows [me] balance adjustments. Why?

  Closed Oogway 32 views 4 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  Icons for Transaction Types

  Active Dick_Davis 21 views 2 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
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  Hiding Transactions

  Answered ✓ Closed Billydo 31 views 1 comment 0 points Most recent by Coach Jon August 2025Managing Your Transactions
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  Submitting scheduled transaction early

  Closed Amar_K 43 views 5 comments 0 points Most recent by Amar_K August 2025Bills and Income
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  Transaction Search should include original "Appears as..." transaction names

  Closed alkaboy 22 views 3 comments 1 point Most recent by Coach Natalie August 2025Feedback
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  How Do I Hide Pending Transactions?

  Closed RiversideKid 94 views 6 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
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  Splitting a deposit

  Closed pattih 58 views 4 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
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  Unable to automatically download transactions from TD

  Closed Harsh N 12 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Savings Goals and the Spending Plan

  Closed djob13 114 views 8 comments 2 points Most recent by DannyB August 2025Using Savings Goals
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  Some Categories change for no reason

  Closed Thomas56 21 views 1 comment 0 points Most recent by SRC54 August 2025Troubleshooting
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  Changed default pending/cleared behavior for manual transactions?

  Closed RobWilk 13 views 2 comments 0 points Most recent by RobWilk August 2025Report a Bug
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  Transaction Attachments – Storage and Too Many

  Closed Dick_Davis 12 views 1 comment 0 points Most recent by Coach Jon August 2025Managing Your Transactions
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  TD Bank account is not updating (edited)

  Closed tomdroberts 34 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  What will deleting a full month's transactions do? (edited)

  Closed Dick_Davis 21 views 3 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  Unable to Delete Transaction from Other Spend (edited)

  Closed housetr 33 views 3 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  Notes field not updating (intermittent)

  Closed Sam P 22 views 1 comment 0 points Most recent by Coach Jon August 2025Report a Bug
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  Transactions not updating with Voya Financial

  Closed System 42 views 7 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Feature Request: Display Total Dollar Amount for Filtered Transactions

  Closed Poeppingp 1 view 1 comment 0 points Most recent by Coach Natalie August 2025Managing Your Transactions
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  Pending Activity Updates disappear after new sync

  Closed jflores11 22 views 3 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  Cannot Link Transaction to a Recurring Series

  Answered ✓ Closed housetr 22 views 1 comment 0 points Most recent by jflores11 August 2025Managing Your Transactions
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  Unable to view attachments when clicking the paperclip in the register (edited)

  Closed Dick_Davis 122 views 16 comments 0 points Most recent by Dick_Davis August 2025Report a Bug
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  Transaction automatically changed to "uncategorized" when switching from personal to business

  Closed Thoraidan 32 views 1 comment 0 points Most recent by Coach Jon August 2025General Troubleshooting
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  Finding Missing Linked Transactions (Web App)

  Answered ✓ Closed Dick_Davis 31 views 2 comments 0 points Most recent by Dick_Davis August 2025Managing Your Transactions
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  Notes

  Closed Manuel M. 11 views 1 comment 1 point Most recent by Coach Jon August 2025Feedback
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  4
  Restore the "Mark as one-time bill" option in the three-dot menu of transactions (edited)

  Completed Closed kgaren 21 views 3 comments 4 points Most recent by kgaren August 2025Feature Requests
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  Incorrect Transaction Payee

  Closed iakoubtchik 24 views 3 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

  Active WWi 2.3K views 33 comments 67 points Most recent by mschnei42 August 2025Feature Requests
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  Show icon next to transfer transactions in register to quickly identify matches (edited)

  Active Norm6257 11 views 1 comment 9 points Most recent by Dick_Davis August 2025Feature Requests