Transactions

Discussion List

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  Changes to transaction register? (edited)

  Answered ✓ Closed Dick_Davis 134 views 8 comments 0 points Most recent by Dick_Davis January 6Managing Your Transactions
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  Transactions not showing in Spending Plan (edited)

  Closed Chrisg60 54 views 1 comment 0 points Most recent by SRC54 January 6Using the Spending Plan
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  Allow Transactions to Link Directly to Savings Goals

  Closed RDMitra 181 views 4 comments 1 point Most recent by Coach Natalie January 5Using Savings Goals
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  How can I view business deposits into my checking account in reports

  Answered ✓ Closed skano 24 views 3 comments 0 points Most recent by Coach Natalie January 5Business Reports
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  Color coding tags/categories/accounts (edited)

  Active shinyllama 127 views 4 comments 16 points Most recent by TwelveSilverPennies January 3Feature Requests
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  Bill Connect for Credit Cards: Exclude pending transactions from the next (not current) reminder

  Active EL1234 16 views 1 comment 3 points Most recent by Flaviking January 3Feature Requests
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  Regions Bank - Pending transactions download twice (edited)

  Closed Fradojr 328 views 14 comments 0 points Most recent by Coach Jon January 2Troubleshooting
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  Chase pending transactions - delay in being counted toward balance (edited)

  Closed EL1234 383 views 30 comments 0 points Most recent by EL1234 January 2Adding and Updating Accounts
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  Tags vs Notes

  Answered ✓ Closed MTav8biz 78 views 3 comments 0 points Most recent by DryHeat January 2Managing Your Transactions
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  Just subscribed. Why do I get an error trying to enter Transactions?

  Closed DarinMan 24 views 2 comments 0 points Most recent by RobWilk December 2025Troubleshooting
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  When DFAS deposit comes in early how do you add in Simplifi and not change my January spending plan

  Answered ✓ Closed teresalcarroll 126 views 6 comments 0 points Most recent by EL1234 December 2025Managing Your Transactions
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  Merged: Target Circle Card - Missing Transactions Since 12/6

  Closed dunnnw 21 views 0 comments 0 points Most recent by dunnnw December 2025Adding and Updating Accounts
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  recurring payment icon is missing on web (edited)

  Closed Jerrod 96 views 5 comments 0 points Most recent by Jerrod December 2025Troubleshooting
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  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 11 views 0 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
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  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by Dick_Davis December 2025Managing Your Transactions
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  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by Dick_Davis December 2025Managing Your Transactions
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  Home Value Change is not a Transaction

  Closed e39e60 25 views 1 comment 0 points Most recent by DryHeat December 2025Feedback
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  Advance Rules broke most existing rules for Income.

  Closed N4KHQ 76 views 4 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
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  No Transactions Retrieved From Citizens Bank Since 12/9 (edited)

  Closed MikeZ 362 views 16 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Can recurring reminders be automatically entered as pending transactions the day of? (edited)

  Answered ✓ Closed eeb4th 159 views 7 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
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  Transaction Activity Panel does not show transaction dates

  Closed nrp06 56 views 4 comments 0 points Most recent by SRC54 December 2025Report a Bug
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  Merged: Category has shifted to Payee in Transaction Activity for one account

  Closed dont 11 views 0 comments 0 points Most recent by dont December 2025Managing Your Transactions
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  Ability to link or tie Savings Goals contributions/withdraws to transactions (edited)

  Active andrew1030 798 views 12 comments 65 points Most recent by RDMitra December 2025Feature Requests
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  Transaction export

  Closed IHasAQuestion 37 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
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  Elevations Credit Union - Linking caused transactions to be downloaded into 2 accounts

  Closed System 19 views 2 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Transactions in accounts setup to include in Reports are being excluded

  Closed ThadW 144 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
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  Ability to filter transactions by Pending/Cleared (edited)

  In Review Mike0514 25 views 1 comment 2 points Most recent by Coach Natalie December 2025Feature Requests
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  Display future-dated transactions/reminders in account registers [edited] (1 Merged Vote)

  Active Tickko 2.1K views 42 comments 63 points Most recent by EL1234 December 2025Feature Requests
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  Merged: Suggestion: Add at toggle to the Register to show/hide future dated transactions

  Closed EL1234 11 views 0 comments 1 point Most recent by DryHeat December 2025Feature Requests