Transactions

Discussion List

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  Mobile Receipt Scanning/Upload

  Closed aastol 666 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 320 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 112 views 4 comments 0 points Most recent by SRC54 July 2025Getting Started
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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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  System to easily locate duplicate transactions (edited)

  Active raffi 122 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 12 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 162 views 11 comments 0 points Most recent by tryingtosimpli July 2025Adding and Updating Accounts
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  cleared checks description incorrect

  Closed ctanenbaum 31 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 12 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 21 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 51 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 182 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 22 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 34 views 1 comment 0 points Most recent by DannyB July 2025Managing Your Transactions
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  Running Balance Column

  Closed MoreCoffee 22 views 3 comments 1 point Most recent by Coach Jon July 2025Feedback
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  Transfers should show the word "Transfer" in the Category column

  Active EL1234 162 views 12 comments 75 points Most recent by thklopper July 2025Feature Requests
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  payee names cut off in the register when hovering and editing (edited)

  Closed EL1234 102 views 17 comments 0 points Most recent by EL1234 July 2025Report a Bug
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  Merged: Include way to split taxes as part of transaction split

  Closed Clizby 11 views 0 comments 2 points Most recent by SRC54 July 2025Feature Requests
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  Microsoft Office Sub

  Closed Stevefxp 11 views 2 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
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  Transfer transactions not included in account total (edited)

  Closed MichaelSwartz 11 views 1 comment 0 points Most recent by DryHeat July 2025Managing Your Transactions
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  Transactions and Spending Plans

  Closed Stevefxp 51 views 10 comments 0 points Most recent by DannyB July 2025Using the Spending Plan
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  Transaction Default Page setup gives you ZERO information on first glance

  Closed SimplyUser6754 21 views 2 comments 2 points Most recent by DryHeat July 2025Feedback
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  Merged: Transaction name shortens on hover in web app

  Closed cchatham11 1 view 0 comments 0 points Most recent by cchatham11 July 2025Report a Bug
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  Accounting for Loans from a 403b or 401k

  Answered ✓ Closed ericksonjb 21 views 1 comment 0 points Most recent by Coach Jon July 2025Managing Your Transactions
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  How to account for cash loan to child

  Answered ✓ Closed John Rowland 42 views 2 comments 0 points Most recent by John Rowland July 2025Managing Your Transactions