Transactions

Discussion List

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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
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  Mobile App: Don't cut off Category Names when searching the Categories list on transactions

  Active Flopbot 142 views 8 comments 2 points Most recent by Flopbot February 2025Feature Requests
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  selecting block transactions on payee and amount

  Closed EdCallahan 22 views 2 comments 0 points Most recent by EdCallahan February 2025Managing Your Transactions
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  Accounting for payment now for a future service (like vacation deposit)

  Answered ✓ Closed WMartin 81 views 3 comments 0 points Most recent by RobWilk February 2025Managing Your Transactions
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  Will Future Dated Transactions Eventually Show In The Reminders Tab?

  Closed CHuser 108 views 3 comments 0 points Most recent by DannyB February 2025Troubleshooting
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  Is there a way to have cleared transactions take the updates from pending?

  Closed sygyzy 77 views 9 comments 0 points Most recent by Coach Jon February 2025Managing Your Transactions
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  Venmo transaction - Simplifi creates extra transaction???

  Closed DavidB 153 views 2 comments 0 points Most recent by DavidB February 2025Managing Your Transactions
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  Amex checking transactions showing online transfer instead of detailed info

  Closed simpliplease 127 views 10 comments 1 point Most recent by simpliplease February 2025Adding and Updating Accounts
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  Properly reflecting Rental Income in Simplifi

  Closed Truthsayer 143 views 3 comments 0 points Most recent by ar77 February 2025Adding and Updating Accounts
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  Color code transactions that haven't been manually categorized (aka autocategorized)

  Closed jknutson 15 views 1 comment 1 point Most recent by Coach Jon February 2025Categories 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 2025Managing Your Transactions
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  Chase pending charges aren't deleting from Simplifi when gone. Reset Won't Work

  Closed JCG2042 22 views 3 comments 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
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  Handling "Balance Forward" transactions properly

  Closed cweiland 21 views 1 comment 0 points Most recent by SRC54 February 2025Managing Your Transactions
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  Automatic Category Assignment

  Closed RobertoT 27 views 3 comments 0 points Most recent by SRC54 February 2025Managing Your Transactions
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  Link multiple refunds to one return OR Create multiple refunds from one transaction

  Closed bbb123 26 views 2 comments 0 points Most recent by Coach Jon February 2025Feedback
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  Duplicate Pending Transactions...

  Closed nicko 45 views 3 comments 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
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  Marking a Transaction with a Future Date Made it Disappear

  Closed perezmp98 109 views 14 comments 1 point Most recent by Coach Jon February 2025Report 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 2025Feedback
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  Auto balance for splits/Credits split

  Closed mograce 2 views 2 comments 0 points Most recent by Coach Natalie February 2025Managing 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 2025Report a Bug
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  Transactions showing don't match my bank balance.

  Answered ✓ Closed dave32831954 97 views 1 comment 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
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  Can’t upload documents to transactions in mobile app

  Closed Jlexky 21 views 2 comments 0 points Most recent by Jlexky February 2025Managing Your Transactions
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  Bills & Income - Potential Bug Found

  Closed TheReal702 23 views 1 comment 1 point Most recent by Coach Jon February 2025Report a Bug
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  Capital one transactions importing with last four digits of credit card in the payee name

  Closed leothemack 62 views 8 comments 0 points Most recent by Coach Jon February 2025Adding 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 301 views 7 comments 7 points Most recent by Coach Natalie February 2025Feature 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 2025 Feature Requests
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  how to save a filter (edited)

  Closed trtrlik 52 views 4 comments 0 points Most recent by DannyB February 2025Managing Your Transactions
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  PayPal Credit Transactions Why Everything showing as income

  Closed KJJ 49 views 2 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts