Transactions

Discussion List

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  Transactions not updating with Voya Financial

  Closed System 42 views 7 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Feature Request: Display Total Dollar Amount for Filtered Transactions

  Closed Poeppingp 11 views 1 comment 0 points Most recent by Coach Natalie August 2025Managing Your Transactions
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  Pending Activity Updates disappear after new sync

  Closed jflores11 29 views 3 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  Unable to view attachments when clicking the paperclip in the register (edited)

  Closed Dick_Davis 151 views 16 comments 0 points Most recent by Dick_Davis August 2025Report a Bug
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  Transaction automatically changed to "uncategorized" when switching from personal to business

  Closed Thoraidan 41 views 1 comment 0 points Most recent by Coach Jon August 2025General Troubleshooting
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  Finding Missing Linked Transactions (Web App)

  Answered ✓ Closed Dick_Davis 35 views 2 comments 0 points Most recent by Dick_Davis August 2025Managing Your Transactions
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  Notes

  Closed Manuel M. 11 views 1 comment 1 point Most recent by Coach Jon August 2025Feedback
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  4
  Restore the "Mark as one-time bill" option in the three-dot menu of transactions (edited)

  Completed Closed kgaren 29 views 3 comments 4 points Most recent by kgaren August 2025Feature Requests
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  Incorrect Transaction Payee

  Closed iakoubtchik 28 views 3 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  9

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  Show icon next to transfer transactions in register to quickly identify matches (edited)

  Active Norm6257 13 views 1 comment 9 points Most recent by Dick_Davis August 2025Feature Requests
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  Paycheck Splitting [Edited]

  Closed Dick_Davis 97 views 6 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  24
  When editing transactions, don't automatically mark them as 'Reviewed' (edited)

  Completed Closed lovetobudget 344 views 16 comments 24 points Most recent by mzlynzy August 2025Feature Requests
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  Reconciling the Accounts (Checking, Savings, Credit Cards, etc.)

  Closed Dick_Davis 286 views 10 comments 1 point Most recent by SRC54 August 2025Feedback
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  Projected Cash Flow Shows Future Months (edited)

  Closed Dick_Davis 44 views 7 comments 0 points Most recent by DryHeat August 2025Projected Cash Flow
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  34

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  Recycle Bin for Deleted Transactions (edited)

  Active coltrane 298 views 12 comments 34 points Most recent by Dick_Davis August 2025Feature Requests
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  9

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  Better Automatic Transaction Merging [Edited]

  Active Jim Nissen 25 views 3 comments 9 points Most recent by explorer2024 July 2025Feature Requests
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  Missing Transactions

  Closed damnedxer 24 views 3 comments 0 points Most recent by SRC54 July 2025Troubleshooting
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  Certain transactions always come auto flagged as "exclude from spending plan" (edited)

  Closed nrp06 254 views 27 comments 0 points Most recent by EL1234 July 2025Using the Spending Plan
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  Search within attachments

  Active bowgy4 27 views 3 comments 8 points Most recent by Coach Natalie July 2025Feature Requests
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  1
  Ability to automatically include non-recurring income in the Spending Plan (edited)

  Already Offered Closed MishaM 61 views 2 comments 1 point Most recent by EL1234 July 2025Feature Requests
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  Transaction Activity – Notes not fully displayed (edited)

  Closed Dick_Davis 80 views 8 comments 0 points Most recent by Dick_Davis July 2025Report a Bug
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  Mobile Receipt Scanning/Upload

  Closed aastol 738 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 391 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 122 views 4 comments 0 points Most recent by SRC54 July 2025Getting Started
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  4

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  Mobile App: Ability to sort and filter the Transaction Activity in Reports (edited)

  Active LakGoy 32 views 1 comment 4 points Most recent by Max1223 July 2025Feature Requests
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  11

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  System to easily locate duplicate transactions (edited)

  Active raffi 136 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 54 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 19 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 198 views 11 comments 0 points Most recent by tryingtosimpli July 2025Adding and Updating Accounts