Transactions

Discussion List

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  Payee names not updated once transactions are downloaded into Simplifi

  Closed PatLamb99 76 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 121 views 8 comments 0 points Most recent by Coach Jon February 5Report a Bug
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  How are we to use the new "Unpaid" field now available in the register?

  Closed DryHeat 31 views 2 comments 0 points Most recent by DryHeat February 3Managing Your Transactions
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  Issue downloading splits to CSV (edited)

  Closed gfrascione 41 views 1 comment 0 points Most recent by Coach Natalie February 3Troubleshooting
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  Target Circle Card sync downloads a fake $0 transaction (edited)

  Closed maxvv 112 views 9 comments 0 points Most recent by EL1234 February 3Adding and Updating Accounts
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  Ability to filter transactions by day of month (edited)

  Active sbennet1 72 views 3 comments 2 points Most recent by sbennet1 February 3Feature Requests
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  Synchrony Credit Card Accounts: Reversed Balances / Transactions

  Closed Mr_C_Kent 31 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  Target Circle Card won't download new transactions

  Closed RFL281 5.2K views 180 comments 2 points Most recent by allensipe January 31Adding and Updating Accounts
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  Baxter Credit Union Showing Debits as Credits while Pending (edited)

  Closed cvwest 363 views 18 comments 0 points Most recent by Coach Jon January 30Adding and Updating Accounts
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  Fidelity Credit card account is now missing 6 transactions

  Closed RobI 55 views 3 comments 0 points Most recent by RobI January 30Adding and Updating Accounts
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  Marking transaction as Reviewed requires a second click to apply the change

  Closed floridaman5000 72 views 3 comments 0 points Most recent by floridaman5000 January 29Report a Bug
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  Search has gotten painfully slow

  Closed EL1234 211 views 14 comments 3 points Most recent by SRC54 January 29Report a Bug
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  USAA Transactions STILL Not Updating

  Closed Celest78 72 views 1 comment 0 points Most recent by Coach Natalie January 28Adding and Updating Accounts
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  Target Circle Card transactions category keeps changing on me

  Closed msl2424 91 views 11 comments 0 points Most recent by Coach Jon January 28Managing Your Transactions
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  Add a Dedicated "Actions Items" or "Needs Reviewed" Dashboard Card (edited)

  Active rosachin21k 41 views 1 comment 9 points Most recent by EL1234 January 27Feature Requests
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  Missing workflow

  Closed ruthanneclarkjcp 111 views 11 comments 0 points Most recent by ruthanneclarkjcp January 26Managing Your Transactions
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  Importing History Limits? (edited)

  Closed lynchbro 13 views 1 comment 0 points Most recent by lynchbro January 25Adding and Updating Accounts
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  Merged: Option for Alert before leaving a screen that’s being edited/worked on

  Closed MorganG48 11 views 0 comments 4 points Most recent by sbennet1 January 23Feature Requests
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  Merged: Unrecognized transactions and balances in manual accounts

  Closed Jeremiah.R.Akin 1 view 0 comments 0 points Most recent by Jeremiah.R.Akin January 22Report a Bug
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  auto enter recurring transactions in manual accounts

  Answered ✓ Closed Jeannette 21 views 1 comment 1 point Most recent by Coach Jon January 22Managing Your Transactions
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  USAA transactions STILL not loading in timely manner

  Closed lizgraydvm 22 views 2 comments 0 points Most recent by lizgraydvm January 21Adding and Updating Accounts
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  Let category determine what a missing sign (+/-) implies

  Closed RobWilk 141 views 8 comments 0 points Most recent by EL1234 January 20Categories and Tags
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  Add a setting to allow the Category field to show it's full path on transactions (edited)

  Active mjodotcom 451 views 19 comments 45 points Most recent by Eric D January 20Feature Requests
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  iPad App: Ability to Collapse the Accounts List in the Transactions View (edited)

  Active DGAzr 62 views 3 comments 4 points Most recent by DGAzr January 19Feature Requests
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  Entering Future transactions when paying bills

  Closed ritaylor 162 views 5 comments 1 point Most recent by SRC54 January 19Feedback
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  Can you produce reports in Quicken Simplifi that displays memos or notes for every transaction?

  Answered ✓ Closed BLH 21 views 1 comment 0 points Most recent by SRC54 January 18Using Reports
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  Show Future Transactions as Transactions, Not like in Projected Cash Flow

  Closed Tolar 62 views 1 comment 0 points Most recent by SRC54 January 17Projected Cash Flow