Transactions

Can I connect Simplifi to bank account for transaction download? (edited)

Answered ✓ Closed Val 108 views 7 comments 0 points Most recent by UrsulaA March 2024Getting Started

Mobile app: UI Inconsistency

Closed ajbopp 46 views 2 comments 0 points Most recent by ajbopp March 2024Report a Bug

Ability to assign different dates to splits

Closed dscott1004 23 views 2 comments 1 point Most recent by Coach Natalie March 2024Feedback

Discover credit card transactions not posting

Closed Msordinary 63 views 1 comment 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts

Tracking Paycheck Deductions

Closed JoshIAllen 157 views 2 comments 0 points Most recent by Coach Jon March 2024Managing Your Transactions

Be able to review multiple transactions at once

Closed Jakebernardi 45 views 1 comment 1 point Most recent by UrsulaA March 2024Managing Your Transactions

6

Ability to filter transactions by Attachment (edited)

Active UrsulaA 65 views 1 comment 6 points Most recent by RobWilk March 2024Feature Requests

Searching transactions with receipts attached

Answered ✓ Closed simplira 45 views 3 comments 0 points Most recent by UrsulaA March 2024Managing Your Transactions

Linking a manual account.

Answered ✓ Closed N4KHQ 40 views 1 comment 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts

Linking miscategorized transactions to existing recurring series does not change category

Closed Bgz 77 views 7 comments 0 points Most recent by Coach Natalie March 2024Report a Bug

Barclaycards transactions disappearing when they clear

Closed Wedo778 75 views 4 comments 0 points Most recent by Wedo778 March 2024Adding and Updating Accounts

Transactions dissappearing

Closed Max1223 119 views 13 comments 1 point Most recent by Max1223 March 2024Report a Bug

Discover Card payment creating pending transaction for incorrect account

Closed Dillon 57 views 4 comments 0 points Most recent by Coach Jon March 2024Managing Your Transactions

Missing Transactions between February 2024 and December 2021 (edited)

Closed amberlinkhoopswalt 50 views 1 comment 0 points Most recent by Coach Jon March 2024Report a Bug

Remove spell check in category search

Closed AJS9 22 views 1 comment 0 points Most recent by Coach Jon March 2024Feedback

Split transactions from Mint have imported duplicates

Closed Aranel 49 views 2 comments 0 points Most recent by Coach Jon March 2024Getting Started

Mobile app: other side of linked tx not created

Closed RobWilk 74 views 9 comments 0 points Most recent by RobWilk March 2024Report a Bug

New Category Rule

Closed Steve574 68 views 3 comments 0 points Most recent by Coach Jon March 2024Managing Your Transactions

3

Don't apply Transactional Data Limits to Reports and other features (edited)

Active thaJack 25 views 0 comments 3 points Started by thaJack March 2024 Feature Requests

Split Transaction date

Closed Roth 132 views 1 comment 0 points Most recent by Coach Kristina March 2024Managing Your Transactions

Past transactions got changed from a correct categorization to "Credit Card Payment"

Closed JTE 25 views 1 comment 0 points Most recent by Flopbot March 2024Report a Bug

Search for amount brings up wrong transactions

Closed DavidB 109 views 14 comments 0 points Most recent by DavidB March 2024Report a Bug

1

Transaction search box needs a "Help" link next to it

Active DavidB 13 views 0 comments 1 point Started by DavidB March 2024 Feature Requests

Simplifi asking me optimize performance, then what?

Answered ✓ Closed Max1223 71 views 4 comments 0 points Most recent by DannyB March 2024Managing Your Transactions

Question about closed accounts

Answered ✓ Closed defiantsnack000 166 views 3 comments 0 points Most recent by defiantsnack000 March 2024Adding and Updating Accounts

Duplicate entries after importing (edited)

Answered ✓ Closed Turczyn306 61 views 1 comment 0 points Most recent by Coach Jon March 2024Managing Your Transactions

Downloaded transaction duplicating. Am I doing something wrong or is this an issue?

Closed tobyN 65 views 8 comments 0 points Most recent by Coach Jon March 2024Managing Your Transactions

Is Simplifi right for me?

Closed Jimf2 104 views 4 comments 0 points Most recent by Flopbot March 2024Getting Started

Manual Banking accounts

Answered ✓ Closed kdesq 48 views 2 comments 0 points Most recent by SRC54 March 2024Managing Your Transactions

iOS: Weird UX when creating payee rule within transaction

Closed kidd 45 views 3 comments 1 point Most recent by Coach Natalie March 2024Report a Bug

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