Transactions

Discussion List

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  Simplifi incorrectly auto-naming and auto-categorizing and hasn't learned from corrections

  Closed Vivek 33 views 1 comment 0 points Most recent by Coach Kristina March 2025Troubleshooting
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  Merged: Add a button to quickly view transaction register filtered by Reviewed [Edited]

  Closed rlorcro 11 views 0 comments 1 point Most recent by Coach Kristina March 2025Feature Requests
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  Merged: Ability to save the selection of columns within transaction window

  Closed USAviator 11 views 0 comments 1 point Most recent by DryHeat March 2025Feature Requests
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  Merged: Ability to set transaction rules within individual accounts

  Closed USAviator 1 view 0 comments 1 point Started by USAviator March 2025 Feature Requests
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  Missing transactions

  Closed todd.r.king61 144 views 16 comments 0 points Most recent by DryHeat March 2025Report a Bug
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  Show the Transactional Data Limit gear icon without having to hover (edited)

  Active DryHeat 12 views 0 comments 6 points Started by DryHeat March 2025 Feature Requests
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  12

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  Stop automatic category assignment/leave category blank for downloaded transactions (edited)

  Active CodePoet 745 views 20 comments 12 points Most recent by barncrow March 2025Feature Requests
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  Deleting a completed/linked tracked refund deletes the transaction

  Closed simplif 36 views 5 comments 0 points Most recent by Coach Jon March 2025Report a Bug
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  Missing Transactions (monthly re-occurrence)

  Closed BlueGrits 12 views 3 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts
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  QBP - How best to track Personal payment to cover Business transactions?

  Closed Flopbot 50 views 4 comments 0 points Most recent by Coach Kristina March 2025General Troubleshooting
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  Split transactions changing dates

  Closed asm 11 views 1 comment 0 points Most recent by Flopbot March 2025Managing Your Transactions
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  my name is Grace, I'm new (edited)

  Closed ngoducke1621 55 views 4 comments 1 point Most recent by Coach Kristina March 2025Introduce yourself!
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  When typing into the transactions search field, field blurs (unfocuses) as soon as results are found

  Closed jfrizz 1 view 1 comment 0 points Most recent by RobWilk March 2025Report a Bug
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  Do we have the ability to remove an account without removing the past transactions?

  Answered ✓ Closed Springzy 100 views 6 comments 0 points Most recent by Springzy March 2025Adding and Updating Accounts
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  Add Debit / Credit columns (edited)

  Active ccrandall1979 11 views 1 comment 4 points Most recent by Coach Natalie March 2025Feature Requests
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  Is there the ability to search by transaction name only?

  Closed RobWilk 25 views 3 comments 0 points Most recent by RobWilk March 2025Managing Your Transactions
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  MassMutual Federal Credit Union - Credit Card unable to download

  Closed Paul38150 22 views 4 comments 0 points Most recent by Coach Natalie March 2025Managing Your Transactions
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  Mark multiple transactions as reviewed on mobile app?

  Closed seucardsfan 18 views 1 comment 0 points Most recent by Coach Kristina March 2025Managing Your Transactions
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  Linking a transaction to a recurring payment deletes it

  Closed Emacken 34 views 3 comments 0 points Most recent by Coach Jon March 2025Report a Bug
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  Unable to delete future-dated imported transactions (edited)

  Closed EdCallahan 106 views 8 comments 0 points Most recent by Coach Natalie March 2025Troubleshooting
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  Change "Pending" column to an Icon instead of a Word (edited)

  Active Flopbot 92 views 9 comments 10 points Most recent by SRC54 March 2025Feature Requests
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  Transactions not being properly downloaded + pending balance inconsistent (edited)

  Closed ender 137 views 5 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts
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  How do I clear an old pending transaction?

  Answered ✓ Closed ender 62 views 2 comments 0 points Most recent by ender March 2025Troubleshooting
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  Mobile App: Switch order of 'Check #' and 'Attach a file' fields (edited)

  Active Flopbot 5 views 0 comments 2 points Started by Flopbot March 2025 Feature Requests
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  Importing SQUARE Transactions

  Answered ✓ Closed Jandi Creations 39 views 1 comment 0 points Most recent by Coach Natalie February 2025Managing Your Transactions
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  Merged: Mobile App: Customize transaction swipe functions

  Closed MishaM 1 view 0 comments 1 point Started by MishaM February 2025 Feature Requests
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  Seems that my recurring bills that I link to transactions disappear (edited)

  Closed Mankow 12 views 1 comment 0 points Most recent by Coach Jon February 2025Bills and Income
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  Target Circle Card, Red Card, Not Showing Pending Transactions

  Closed TiggerTrainer 132 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts
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  Unable to download transactions from TD Bank (edited)

  Closed Anthony S 137 views 8 comments 0 points Most recent by Anthony S February 2025Adding and Updating Accounts