Transactions

Discussion List

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  Category Changes

  Closed hsummers 81 views 4 comments 0 points Most recent by Coach Natalie January 3Report a Bug
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  Ability to Filter Transactions by 'Subscriptions' only (edited)

  Active Tamila 53 views 3 comments 1 point Most recent by UrsulaA January 3Feature Requests
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  Merged: DCCU payee column missing merchant info

  CJDombeck 31 views 0 comments 0 points Started by CJDombeck January 2 Troubleshooting
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  note a transaction

  Answered ✓ Closed Mike44 67 views 1 comment 0 points Most recent by UrsulaA January 2Getting Started
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  Balance issues with Wells Fargo pending transactions

  Closed System 203 views 8 comments 0 points Most recent by UrsulaA January 2Adding and Updating Accounts
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  Merged: Sunmark CU - All transactions show as "ACH Withdrawal" or "Bill Payment Transaction"

  System 21 views 0 comments 0 points Started by System January 2 Adding and Updating Accounts
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  How to record a positive cash transaction against a credit card transaction

  Answered ✓ Closed cycler15 64 views 2 comments 0 points Most recent by cycler15 January 1Managing Your Transactions
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  Entering negative number

  Answered ✓ Closed JXXS 259 views 4 comments 0 points Most recent by JXXS January 1Managing Your Transactions
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  Will manual transactions "clear" by uploading .csv file?

  Answered ✓ Closed MegGuyver 101 views 7 comments 0 points Most recent by N4KHQ January 1Managing Your Transactions
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  USAA transactions not showing since the 27th (edited)

  Closed benleclair 85 views 1 comment 0 points Most recent by Coach Kristina January 1Adding and Updating Accounts
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  How to link transaction amount to recurring transaction?

  Answered ✓ Closed g262simple 80 views 2 comments 0 points Most recent by g262simple December 2023Managing Your Transactions
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  Type to Search for Category Transactions on Main Page (edited)

  Closed z83792 35 views 1 comment 0 points Most recent by z83792 December 2023Managing Your Transactions
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  Simplifi - manual savings account

  Answered ✓ Closed JMChi623 88 views 2 comments 0 points Most recent by JMChi623 December 2023Adding and Updating Accounts
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  Navy Federal Credit Union not updating properly

  Closed slicendicecube 197 views 2 comments 0 points Most recent by slicendicecube December 2023Adding and Updating Accounts
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  "Locking in" Categories

  Answered ✓ Closed Thomas56 68 views 4 comments 0 points Most recent by Thomas56 December 2023Managing Your Transactions
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  Import Issues - Is the process still just buggy?

  Closed aolafsson 118 views 5 comments 0 points Most recent by UrsulaA December 2023Report a Bug
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  Merged: Discover Credit Card Transaction Not Updating

  fwaefoi3nn3 61 views 0 comments 1 point Started by fwaefoi3nn3 December 2023 Adding and Updating Accounts
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  Split transactions in the Spending Plan (edited)

  Answered ✓ Closed rebekah 65 views 2 comments 0 points Most recent by UrsulaA December 2023Managing Your Transactions
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  Can you turn off default that changes all categories for the same payee?

  Answered ✓ Closed jasonellis 155 views 3 comments 1 point Most recent by Coach Natalie December 2023Managing Your Transactions
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  Door dash transaction details

  Closed rajarajan31 33 views 1 comment 0 points Most recent by Coach Natalie December 2023Managing Your Transactions
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  Imported Apple Card payment not showing + Green

  Closed N4KHQ 61 views 3 comments 0 points Most recent by N4KHQ December 2023Managing Your Transactions
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  Ability to remove 'Notes' during bulk edit (edited)

  Active Lianabug 43 views 4 comments 3 points Most recent by Coach Natalie December 2023Feature Requests
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  Lost Transactions

  Answered ✓ Closed Julia S 52 views 1 comment 0 points Most recent by UrsulaA December 2023Adding and Updating Accounts
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  Single Fiscal Year

  Answered ✓ Closed PlanoWineguy 57 views 3 comments 0 points Most recent by Coach Natalie December 2023Troubleshooting
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  Limiting Transaction Date Range

  Answered ✓ Closed Thomas56 177 views 2 comments 0 points Most recent by Thomas56 December 2023Managing Your Transactions
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  Credit Union transactions downloading as "POS/Check Card Withdrawal"

  Closed System 35 views 2 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Manual account only showing 3 years of uploaded transactions

  Answered ✓ Closed braymp 78 views 1 comment 0 points Most recent by UrsulaA December 2023Troubleshooting
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  Splitting Transactions

  Answered ✓ Closed jordan2819 181 views 2 comments 0 points Most recent by DeloskyGA December 2023Managing Your Transactions
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  Why are Payees being truncated? Can Simplifi use the full "Appears as" as the Payee?

  Answered ✓ Closed Dognose 60 views 1 comment 0 points Most recent by UrsulaA December 2023Managing Your Transactions
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  Help transferring from savings to checking and back

  Answered ✓ Closed Debbie 106 views 1 comment 0 points Most recent by DannyB December 2023Managing Your Transactions