Transactions

Discussion List

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  Will Future Dated Transactions Eventually Show In The Reminders Tab?

  Closed CHuser 85 views 3 comments 0 points Most recent by DannyB February 19Troubleshooting
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  Is there a way to have cleared transactions take the updates from pending?

  Closed sygyzy 71 views 9 comments 0 points Most recent by Coach Jon February 19Managing Your Transactions
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  Venmo transaction - Simplifi creates extra transaction???

  Closed DavidB 133 views 2 comments 0 points Most recent by DavidB February 19Managing Your Transactions
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  Amex checking transactions showing online transfer instead of detailed info

  Closed simpliplease 118 views 10 comments 1 point Most recent by simpliplease February 17Adding and Updating Accounts
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  Properly reflecting Rental Income in Simplifi

  Closed Truthsayer 133 views 3 comments 0 points Most recent by ar77 February 15Adding and Updating Accounts
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  Color code transactions that haven't been manually categorized (aka autocategorized)

  Closed jknutson 13 views 1 comment 1 point Most recent by Coach Jon February 14Categories and Tags
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  How to stop rule creation when changing category from transaction panel

  Answered ✓ Closed dave32831954 31 views 4 comments 1 point Most recent by dave32831954 February 14Managing Your Transactions
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  Chase pending charges aren't deleting from Simplifi when gone. Reset Won't Work

  Closed JCG2042 18 views 3 comments 0 points Most recent by SRC54 February 13Adding and Updating Accounts
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  Handling "Balance Forward" transactions properly

  Closed cweiland 17 views 1 comment 0 points Most recent by SRC54 February 13Managing Your Transactions
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  Automatic Category Assignment

  Closed RobertoT 27 views 3 comments 0 points Most recent by SRC54 February 12Managing Your Transactions
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  Link multiple refunds to one return OR Create multiple refunds from one transaction

  Closed bbb123 23 views 2 comments 0 points Most recent by Coach Jon February 11Feedback
• 
  Duplicate Pending Transactions...

  Closed nicko 43 views 3 comments 0 points Most recent by SRC54 February 11Adding and Updating Accounts
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  Marking a Transaction with a Future Date Made it Disappear

  Closed perezmp98 96 views 14 comments 1 point Most recent by Coach Jon February 10Report a Bug
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  Mismatches, unlink could work better

  Closed RobWilk 12 views 1 comment 0 points Most recent by Coach Jon February 10Feedback
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  Auto balance for splits/Credits split

  Closed mograce 2 views 2 comments 0 points Most recent by Coach Natalie February 10Managing Your Transactions
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  Merged: Bill reminder is not showing except in the series

  Closed Engaiging 21 views 0 comments 0 points Most recent by Engaiging February 9Report a Bug
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  Transactions showing don't match my bank balance.

  Answered ✓ Closed dave32831954 89 views 1 comment 0 points Most recent by SRC54 February 9Adding and Updating Accounts
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  Can’t upload documents to transactions in mobile app

  Closed Jlexky 17 views 2 comments 0 points Most recent by Jlexky February 9Managing Your Transactions
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  Bills & Income - Potential Bug Found

  Closed TheReal702 22 views 1 comment 1 point Most recent by Coach Jon February 7Report a Bug
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  Capital one transactions importing with last four digits of credit card in the payee name

  Closed leothemack 51 views 8 comments 0 points Most recent by Coach Jon February 6Adding and Updating Accounts
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  7
  Ability to hide excluded transactions from Transaction Activity areas of the Spending Plan (edited)

  Completed Closed ds824 288 views 7 comments 7 points Most recent by Coach Natalie February 6Feature Requests
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  Merged: See transactions being impacted when bulk applying a new rule

  Closed leothemack 1 view 0 comments 1 point Started by leothemack February 6 Feature Requests
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  how to save a filter (edited)

  Closed trtrlik 50 views 4 comments 0 points Most recent by DannyB February 5Managing Your Transactions
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  PayPal Credit Transactions Why Everything showing as income

  Closed KJJ 42 views 2 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  Accounting for HSA Deposits

  Closed ericksonjb 42 views 2 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  Linking Transactions to Bill Reminders

  Closed TheReal702 137 views 17 comments 1 point Most recent by TheReal702 February 5Troubleshooting
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  Wells Fargo transactions missing

  Closed fcb 118 views 9 comments 0 points Most recent by fcb February 4Managing Your Transactions