Transactions

Discussion List

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  Payee names not updated once transactions are downloaded into Simplifi

  PatLamb99 29 views 4 comments 0 points Most recent by PatLamb99 February 5Troubleshooting
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  Split Transaction view has reduced Category field (edited)

  Dick_Davis 61 views 8 comments 0 points Most recent by Coach Jon February 5Report a Bug
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  NEW 2/4/26: Lending Club - Personal & Business Banking - Missing Transactions

  Announcement Coach Jon 73 views 0 comments 1 point Started by Coach Jon February 4 Current Online Banking Issues
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  Optum FSA Account Transaction Activity does not align with Simplifi/FDP-102/FDP-2001 (edited)

  jhst 63 views 10 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  How are we to use the new "Unpaid" field now available in the register?

  DryHeat 19 views 2 comments 0 points Most recent by DryHeat February 3Managing Your Transactions
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  No transactions shown when filtering to personal on mobile (edited)

  Lhh 103 views 8 comments 0 points Most recent by Coach Jon February 3General Troubleshooting
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  Issue downloading splits to CSV (edited)

  gfrascione 16 views 1 comment 0 points Most recent by Coach Natalie February 3Troubleshooting
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  Target Circle Card sync downloads a fake $0 transaction (edited)

  maxvv 33 views 9 comments 0 points Most recent by EL1234 February 3Adding and Updating Accounts
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  Ability to filter transactions by day of month (edited)

  Active sbennet1 31 views 3 comments 2 points Most recent by sbennet1 February 3Feature Requests
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  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 13 views 0 comments 3 points Started by tmucsu February 2 Feature Requests
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  Synchrony Credit Card Accounts: Reversed Balances / Transactions

  Mr_C_Kent 14 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  Target Circle Card won't download new transactions

  RFL281 3K views 180 comments 1 point Most recent by allensipe January 31Adding and Updating Accounts
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  Baxter Credit Union Showing Debits as Credits while Pending (edited)

  cvwest 168 views 18 comments 0 points Most recent by Coach Jon January 30Adding and Updating Accounts
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  Fidelity Credit card account is now missing 6 transactions

  RobI 15 views 3 comments 0 points Most recent by RobI January 30Adding and Updating Accounts
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 307 views 16 comments 41 points Most recent by Coach Natalie January 30Feature Requests
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  Marking transaction as Reviewed requires a second click to apply the change

  floridaman5000 28 views 3 comments 0 points Most recent by floridaman5000 January 29Report a Bug
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  Search has gotten painfully slow

  EL1234 54 views 14 comments 2 points Most recent by SRC54 January 29Report a Bug
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  Fidelity Elan credit card transaction update delays (edited)

  RobI 46 views 7 comments 1 point Most recent by RobI January 28Adding and Updating Accounts
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  Import transactions from CSV no longer triggering Rules

  Bernardo 124 views 12 comments 0 points Most recent by Bernardo January 28Troubleshooting
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  USAA Transactions STILL Not Updating

  Celest78 22 views 1 comment 0 points Most recent by Coach Natalie January 28Adding and Updating Accounts
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  Target Circle Card transactions category keeps changing on me

  msl2424 34 views 11 comments 0 points Most recent by Coach Jon January 28Managing Your Transactions
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  Add a Dedicated "Actions Items" or "Needs Reviewed" Dashboard Card (edited)

  Active rosachin21k 25 views 1 comment 8 points Most recent by EL1234 January 27Feature Requests
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  Missing workflow

  ruthanneclarkjcp 34 views 11 comments 0 points Most recent by ruthanneclarkjcp January 26Managing Your Transactions
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  Importing History Limits? (edited)

  lynchbro 2 views 1 comment 0 points Most recent by lynchbro January 25Adding and Updating Accounts
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  Merged: Option for Alert before leaving a screen that’s being edited/worked on

  Closed MorganG48 11 views 0 comments 4 points Most recent by sbennet1 January 23Feature Requests
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  Built-in Calculator when Splitting Transactions/in Amount fields [edited] (1 Merged Vote)

  Active Flopbot 710 views 29 comments 54 points Most recent by MorganG48 January 23Feature Requests
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  Merged: Unrecognized transactions and balances in manual accounts

  Closed Jeremiah.R.Akin 1 view 0 comments 0 points Most recent by Jeremiah.R.Akin January 22Report a Bug