Transactions

Discussion List

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  3

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  Streamline the Category Assignment Process when Getting Started (edited)

  Active Caradean28 18 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 41 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 18 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 33 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 673 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 49 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 162 views 3 comments 0 points Most recent by Coach Natalie February 16Feedback
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  paycheck sync from gusto

  Answered ✓ Closed blamphcore 89 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 30 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 82 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 30 views 1 comment 0 points Most recent by SRC54 February 14Troubleshooting
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  Manual Transfer Linking Bug

  Closed N4KHQ 280 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 278 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 333 views 23 comments 0 points Most recent by Coach Jon February 12Adding and Updating Accounts
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  Transactions Found shows wrong count on mobile (edited)

  Closed davidcwalls 74 views 4 comments 0 points Most recent by Coach Natalie February 12Troubleshooting
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  Split Transaction across multiple months

  Closed DanPC80 142 views 3 comments 0 points Most recent by EL1234 February 12Managing Your Transactions
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  New Feature Alert: Transaction List Update!

  Closed Coach Natalie 1.2K views 3 comments 5 points Most recent by Coach Natalie February 12Updates From the Product Team
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  How do I apply electric and internet portions to a rental payment? (edited)

  Answered ✓ Closed CCJ 86 views 2 comments 0 points Most recent by Coach Jon February 11General Troubleshooting
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  How to export Check Numbers? (edited)

  Answered ✓ Closed Mtnus 73 views 2 comments 0 points Most recent by Mtnus February 11General Troubleshooting
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  Lending Club transactions not updating (edited)

  Closed eecalo 47 views 1 comment 0 points Most recent by Coach Jon February 9Adding and Updating Accounts
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  Payment showing as a +

  Closed Tami07 66 views 5 comments 0 points Most recent by Coach Jon February 9Managing Your Transactions
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  Add a Check # field to the Create Transaction window (edited)

  Active dbuelke 177 views 11 comments 5 points Most recent by EL1234 February 8Feature Requests
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  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 113 views 4 comments 11 points Most recent by sbennet1 February 8Feature Requests
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  No PayPal transactions have downloaded since October

  Closed System 86 views 4 comments 0 points Most recent by Coach Kristina February 7Adding and Updating Accounts
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  How can I make Quicken automatically put transactions in the right category?

  Closed euphonia 266 views 5 comments 0 points Most recent by DryHeat February 7Managing Your Transactions
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  101
  Ability to create a transaction from a Reminder (edited)

  Completed Closed dougieINFJ 2.6K views 81 comments 101 points Most recent by Jenny T February 6Feature Requests
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  Cannot "clear" a transaction that was created via a transfer within a split

  Closed EL1234 116 views 5 comments 0 points Most recent by EL1234 February 5Troubleshooting
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  Payee names not updated once transactions are downloaded into Simplifi

  Closed PatLamb99 102 views 4 comments 0 points Most recent by PatLamb99 February 5Troubleshooting
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  Split Transaction view has reduced Category field (edited)

  Closed Dick_Davis 151 views 8 comments 0 points Most recent by Coach Jon February 5Report a Bug