Transactions

Discussion List

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  3

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  Ability to sort transactions by multiple criteria/levels (edited)

  Active mmmartian 12 views 1 comment 3 points Most recent by mmmartian February 4Feature Requests
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  2

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  Group transactions by date instead of listing the date with each transaction (edited)

  Active Flyfisher 21 views 1 comment 2 points Most recent by mmmartian February 2Feature Requests
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  Aramark/random transactions not appearing

  Closed skinnybuddha 2 views 1 comment 0 points Most recent by Coach Kristina February 2Adding and Updating Accounts
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  Simplifi access after account expiration

  Answered ✓ Closed Phlach 128 views 3 comments 0 points Most recent by Coach Kristina February 2Managing Your Transactions
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  "Report" Date for Transactions (Accrual Based Accounting)

  Active gwonky 25 views 0 comments 4 points Started by gwonky February 1 Feature Requests
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  Cannot create reminder if “do not show again” selected on reminder notice on mobile (edited)

  Closed Engaiging 21 views 6 comments 0 points Most recent by Coach Natalie January 31Report a Bug
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  Merged: Refund Tracker, Unable to edit transaction after marked as received

  Closed TiggerTrainer 21 views 0 comments 0 points Most recent by Flopbot January 30Feedback
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  Ability to mark transactions as one-time subscriptions (edited)

  Active RobWilk 24 views 1 comment 4 points Most recent by shamil January 29Feature Requests
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  Chase checking account pending balances are multiplied by -1

  Closed tylermdunn 35 views 6 comments 0 points Most recent by Coach Jon January 24Adding and Updating Accounts
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  Link to existing recurring: Refine the Recurring Series list to relevant options only (edited)

  Active EL1234 14 views 0 comments 4 points Started by EL1234 January 24 Feature Requests
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  Extraneous "check numbers" in Citi checking transactions

  Closed ejs 21 views 4 comments 0 points Most recent by ejs January 24Adding and Updating Accounts
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  Manual transaction date

  Closed ejs 13 views 2 comments 0 points Most recent by ejs January 24Troubleshooting
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  Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

  Active tcr000 59 views 6 comments 5 points Most recent by Mysho2 January 23Feature Requests
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  2 different credit cards pulling in same numbers (quicken simplifi) - Discover

  Closed b16707 47 views 6 comments 0 points Most recent by Coach Jon January 23Report a Bug
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  Transaction disappears after linking to reminder

  Closed System 107 views 11 comments 0 points Most recent by Coach Natalie January 23Report a Bug
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  Wells Fargo recognizes direct deposits 2 banking days earlier than the posting of them

  Closed mllcpa 392 views 9 comments 1 point Most recent by Coach Jon January 22Adding and Updating Accounts
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  Allow same transaction spanning multiple accounts to be linked

  Closed Davidd 12 views 1 comment 1 point Most recent by Coach Natalie January 21Feedback
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  How to get Simplifi to download transactions from when my account was not linked (edited)

  Closed dfmarcus03 41 views 4 comments 0 points Most recent by dfmarcus03 January 20Adding and Updating Accounts
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  Chase credit card transaction dates

  Closed mllcpa 91 views 6 comments 0 points Most recent by mllcpa January 19Adding and Updating Accounts
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  QS creating Duplicate Transactions from Health Equity HSA

  Closed Max1223 32 views 2 comments 0 points Most recent by Max1223 January 19Adding and Updating Accounts
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  Slashes in imported transactions

  Closed AllCdnBoy 12 views 1 comment 0 points Most recent by Coach Jon January 17Troubleshooting
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  Editing multiple Tags not working

  Closed Max1223 48 views 7 comments 0 points Most recent by Max1223 January 16Report a Bug
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  Simplifi Not Updating Transactions for ufcu.org

  Closed BlueGrits 90 views 13 comments 1 point Most recent by Coach Jon January 16Adding and Updating Accounts
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  Transfers detected as withdrawals and income

  Closed MattS 60 views 3 comments 0 points Most recent by RobWilk January 15Using Transfers
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  How do I see a list of Projects that aren't marked with Billable?

  Answered ✓ Closed Flopbot 31 views 5 comments 0 points Most recent by Coach Kristina January 11General Troubleshooting
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  14

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  Show "Transfers" or Linked Transactions right next to each other in the Transactions List

  Active System 97 views 12 comments 14 points Most recent by EL1234 January 10Feature Requests
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  Merged: Group Transfers on Transactions List

  Closed Robert H 1 view 0 comments 1 point Started by Robert H January 9 Feature Requests
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  Why can I not mark a refund as reviewed?

  Closed Rockey 23 views 2 comments 0 points Most recent by Rockey January 9Troubleshooting
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  How Do I Show Pending Transactions?

  Answered ✓ Closed aastol 129 views 6 comments 0 points Most recent by SRC54 January 9Adding and Updating Accounts
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  Changing a payment from pending to cleared

  Answered ✓ Closed sphealing 32 views 1 comment 0 points Most recent by sphealing January 9General Troubleshooting