Transactions

Discussion List

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  Paycheck Splitting [Edited]

  Closed Dick_Davis 71 views 6 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  24
  When editing transactions, don't automatically mark them as 'Reviewed' (edited)

  Completed Closed lovetobudget 311 views 16 comments 24 points Most recent by mzlynzy August 2025Feature Requests
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  Reconciling the Accounts (Checking, Savings, Credit Cards, etc.)

  Closed Dick_Davis 219 views 10 comments 1 point Most recent by SRC54 August 2025Feedback
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  Projected Cash Flow Shows Future Months (edited)

  Closed Dick_Davis 32 views 7 comments 0 points Most recent by DryHeat August 2025Projected Cash Flow
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  33

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  Recycle Bin for Deleted Transactions (edited)

  Active coltrane 274 views 12 comments 33 points Most recent by Dick_Davis August 2025Feature Requests
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  9

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  Better Automatic Transaction Merging [Edited]

  Active Jim Nissen 21 views 3 comments 9 points Most recent by explorer2024 July 2025Feature Requests
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  Missing Transactions

  Closed damnedxer 21 views 3 comments 0 points Most recent by SRC54 July 2025Troubleshooting
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  Certain transactions always come auto flagged as "exclude from spending plan" (edited)

  Closed nrp06 223 views 27 comments 0 points Most recent by EL1234 July 2025Using the Spending Plan
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  8

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  Search within attachments

  Active bowgy4 21 views 3 comments 8 points Most recent by Coach Natalie July 2025Feature Requests
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  1
  Ability to automatically include non-recurring income in the Spending Plan (edited)

  Already Offered Closed MishaM 51 views 2 comments 1 point Most recent by EL1234 July 2025Feature Requests
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  Transaction Activity – Notes not fully displayed (edited)

  Closed Dick_Davis 61 views 8 comments 0 points Most recent by Dick_Davis July 2025Report a Bug
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  Mobile Receipt Scanning/Upload

  Closed aastol 652 views 9 comments 3 points Most recent by aastol July 2025Feedback
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  Mortgage Payments (Principal, Interest, & Escrow) Recommendations Setup

  Closed Dick_Davis 300 views 10 comments 0 points Most recent by Dick_Davis July 2025Adding and Updating Accounts
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  Personal Loan is a bill and a liability, right?

  Closed Roadog51 113 views 4 comments 0 points Most recent by SRC54 July 2025Getting Started
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  4

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  Mobile App: Ability to sort and filter the Transaction Activity in Reports (edited)

  Active LakGoy 21 views 1 comment 4 points Most recent by Max1223 July 2025Feature Requests
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  11

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  System to easily locate duplicate transactions (edited)

  Active raffi 121 views 2 comments 11 points Most recent by ssoko July 2025Feature Requests
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  If select a category for a transaction, then create a rule...which takes precedence?

  Answered ✓ Closed tryingtosimpli 52 views 2 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
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  Bulk Edit Options for Mobile App (edited)

  Closed d2025 13 views 1 comment 0 points Most recent by Coach Jon July 2025Feedback
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  Chase Cards not syncing [transactions] pre-2025 with Simplifi

  Closed tryingtosimpli 157 views 11 comments 0 points Most recent by tryingtosimpli July 2025Adding and Updating Accounts
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  cleared checks description incorrect

  Closed ctanenbaum 32 views 2 comments 0 points Most recent by ctanenbaum July 2025Troubleshooting
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  Previous Transaction Categories are not reflected in the subsequent future transactions

  Closed d2025 13 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  Transaction names being changed to random things (edited)

  Closed JulesDiB 11 views 1 comment 1 point Most recent by Coach Jon July 2025Troubleshooting
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  Mark as one-time bill missing

  Closed kgaren 22 views 4 comments 0 points Most recent by kgaren July 2025Managing Your Transactions
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  Wells Fargo FDP-1022 (Simplifi Version 4.67.0)

  Closed Dick_Davis 52 views 3 comments 0 points Most recent by Dick_Davis July 2025Adding and Updating Accounts
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  Correct Setting for an Account that downloads Balance that already includes pending transactions

  Answered ✓ Closed SRC54 185 views 14 comments 0 points Most recent by SRC54 July 2025Adding and Updating Accounts
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  Transaction Download - Transaction Detail Not Descriptive Enough

  Answered ✓ Closed Spoopie 101 views 6 comments 1 point Most recent by Coach Natalie July 2025Managing Your Transactions
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  Subtotal dollar amount when using the filter option under Transactions

  Closed GB4 21 views 1 comment 1 point Most recent by Coach Jon July 2025Managing Your Transactions
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  Nordstrom card - transactions are showing reversed amounts (edited)

  Closed System 31 views 3 comments 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Transaction detail - exclude from:

  Answered ✓ Closed Nicoleeeee 32 views 1 comment 0 points Most recent by DannyB July 2025Managing Your Transactions