Transactions

Discussion List

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  Accounting for HSA Deposits

  Closed ericksonjb 42 views 2 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
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  Linking Transactions to Bill Reminders

  Closed TheReal702 166 views 17 comments 1 point Most recent by TheReal702 February 2025Troubleshooting
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  Wells Fargo transactions missing

  Closed fcb 127 views 9 comments 0 points Most recent by fcb February 2025Managing Your Transactions
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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 2025Feature Requests
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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 2025Feature Requests
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  Aramark/random transactions not appearing

  Closed skinnybuddha 2 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts
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  Simplifi access after account expiration

  Answered ✓ Closed Phlach 149 views 3 comments 0 points Most recent by Coach Kristina February 2025Managing Your Transactions
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  "Report" Date for Transactions (Accrual Based Accounting)

  Active gwonky 28 views 0 comments 4 points Started by gwonky February 2025 Feature Requests
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  Cannot create reminder if “do not show again” selected on reminder notice on mobile (edited)

  Closed Engaiging 25 views 6 comments 0 points Most recent by Coach Natalie January 2025Report 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 2025Feedback
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  Ability to mark transactions as one-time subscriptions (edited)

  Active RobWilk 25 views 1 comment 4 points Most recent by shamil January 2025Feature Requests
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  Chase checking account pending balances are multiplied by -1

  Closed tylermdunn 36 views 6 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
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  Link to existing recurring: Refine the Recurring Series list to relevant options only (edited)

  Active EL1234 16 views 0 comments 4 points Started by EL1234 January 2025 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 2025Adding and Updating Accounts
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  Manual transaction date

  Closed ejs 13 views 2 comments 0 points Most recent by ejs January 2025Troubleshooting
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  Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

  Active tcr000 61 views 6 comments 5 points Most recent by Mysho2 January 2025Feature Requests
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  2 different credit cards pulling in same numbers (quicken simplifi) - Discover

  Closed b16707 53 views 6 comments 0 points Most recent by Coach Jon January 2025Report a Bug
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  Transaction disappears after linking to reminder

  Closed System 122 views 11 comments 0 points Most recent by Coach Natalie January 2025Report a Bug
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  Wells Fargo recognizes direct deposits 2 banking days earlier than the posting of them

  Closed mllcpa 401 views 9 comments 1 point Most recent by Coach Jon January 2025Adding and Updating Accounts
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  Allow same transaction spanning multiple accounts to be linked

  Closed Davidd 13 views 1 comment 1 point Most recent by Coach Natalie January 2025Feedback
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  How to get Simplifi to download transactions from when my account was not linked (edited)

  Closed dfmarcus03 42 views 4 comments 0 points Most recent by dfmarcus03 January 2025Adding and Updating Accounts
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  Chase credit card transaction dates

  Closed mllcpa 100 views 6 comments 0 points Most recent by mllcpa January 2025Adding 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 2025Adding 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 2025Troubleshooting
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  Editing multiple Tags not working

  Closed Max1223 49 views 7 comments 0 points Most recent by Max1223 January 2025Report a Bug
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  Simplifi Not Updating Transactions for ufcu.org

  Closed BlueGrits 92 views 13 comments 1 point Most recent by Coach Jon January 2025Adding and Updating Accounts
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  Transfers detected as withdrawals and income

  Closed MattS 66 views 3 comments 0 points Most recent by RobWilk January 2025Using Transfers
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  How do I see a list of Projects that aren't marked with Billable?

  Answered ✓ Closed Flopbot 33 views 5 comments 0 points Most recent by Coach Kristina January 2025General Troubleshooting
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  Show "Transfers" or Linked Transactions right next to each other in the Transactions List

  Active System 98 views 12 comments 14 points Most recent by EL1234 January 2025Feature Requests