Transactions

Sub categories will not display on iPad web browser (edited)

Closed TommyS 31 views 6 comments 0 points Most recent by Coach Jon September 2025Report a Bug

Transaction activity headers missing on mobile (edited)

Closed TommyS 52 views 10 comments 0 points Most recent by TommyS September 2025Troubleshooting

How long can a Pending Transaction Remain in this State (4.76.0)

Closed Dick_Davis 22 views 3 comments 0 points Most recent by EL1234 September 2025Managing Your Transactions

Issue Importing CSV into Checking Account

Closed Gotay 43 views 2 comments 0 points Most recent by DryHeat September 2025Feedback

Why is the transaction categorization so... bad?

Closed Dognose 112 views 5 comments 0 points Most recent by Coach Jon September 2025Managing Your Transactions

Transactions pending from Chase for over a week

Closed Oogway 71 views 8 comments 0 points Most recent by Oogway September 2025Adding and Updating Accounts

Can Simplifi track both sides of a transfer from a brokerage account to a bank checking account

Closed GMS4QS 29 views 1 comment 0 points Most recent by Coach Jon September 2025Managing Your Transactions

Transaction naming and categorization apply only to Pending transactions, and change once Cleared

Closed tylermdunn 23 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting

-1

Mobile App: Move the 'Reviewed' checkmark to the left side of transactions (edited)

trd716 42 views 3 comments -1 point Most recent by Coach Natalie September 2025Feature Requests

Register duplicating entries when changing Reconciliation Type

Closed The last straw 1 view 1 comment 0 points Most recent by Coach Kristina September 2025Troubleshooting

Erroneous balance on manual account

Closed oldit51 75 views 3 comments 0 points Most recent by oldit51 September 2025Adding and Updating Accounts

Merged: Amazon Transaction Detail

Closed Gibsongirl547 1 view 0 comments 2 points Most recent by Gibsongirl547 September 2025Feature Requests

Shift click to select a range of transactions does not work on Mac

Closed N4KHQ 93 views 4 comments 0 points Most recent by N4KHQ September 2025Troubleshooting

10

End of year archive/processing (edited)

Active rickthau 112 views 6 comments 10 points Most recent by Coach Natalie September 2025Feature Requests

Issue with searching transactions (edited)

Closed Dick_Davis 61 views 7 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions

Even out check arrival month in spending plan

Closed resaxon 13 views 1 comment 2 points Most recent by Coach Natalie September 2025Feedback

6

If Payee is new, set Category to Uncategorized

Active DavidB 23 views 1 comment 6 points Most recent by Dognose September 2025Feature Requests

Posted date transaction vs actual

Closed Earvin 25 views 2 comments 0 points Most recent by Coach Natalie September 2025Feedback

Bank Of America Not Updating Certain Accounts

Closed sammy66 34 views 2 comments 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts

Searching transactions on the Mobile App is not showing all transactions (edited)

Closed The Merg 240 views 24 comments 1 point Most recent by The Merg September 2025Report a Bug

Flag Colors not Displaying on Mobile App (edited)

Closed Dick_Davis 101 views 11 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions

Filter to only show new transactions

Closed MWD 30 views 5 comments 1 point Most recent by SRC54 September 2025Feedback

Stripe > transaction stuck on Pending

Closed fcb 66 views 5 comments 0 points Most recent by fcb September 2025General Troubleshooting

Nordstrom Card transactions are reversed - debits are credits and credits are debits

Closed humby3 66 views 1 comment 1 point Most recent by Coach Natalie September 2025Adding and Updating Accounts

Some Pending Transactions are being doubled in account balance (edited)

Closed N4KHQ 127 views 10 comments 0 points Most recent by DryHeat September 2025Adding and Updating Accounts

Check number field being modified

Closed rblevow 40 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting

I find this very hard to work with

Closed DudeInCO 107 views 7 comments 0 points Most recent by SRC54 September 2025Feedback

Statement Reconciliation Work Around

Closed Dick_Davis 166 views 3 comments 2 points Most recent by Dick_Davis September 2025

"Pending" transfers can't be "cleared" in split transactions

Closed WJB 32 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug

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