Transactions

Discussion List

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  Merged: See transactions being impacted when bulk applying a new rule

  Closed leothemack 1 view 0 comments 1 point Started by leothemack February 2025 Feature Requests
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  how to save a filter (edited)

  Closed trtrlik 52 views 4 comments 0 points Most recent by DannyB February 2025Managing Your Transactions
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  PayPal Credit Transactions Why Everything showing as income

  Closed KJJ 60 views 2 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
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  Accounting for HSA Deposits

  Closed ericksonjb 53 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 281 views 17 comments 1 point Most recent by TheReal702 February 2025Troubleshooting
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  Wells Fargo transactions missing

  Closed fcb 145 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 13 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 1 view 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 174 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 31 views 0 comments 5 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 54 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 21 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 35 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 11 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 25 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 73 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 128 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 421 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 12 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 43 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 94 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 31 views 2 comments 0 points Most recent by Max1223 January 2025Adding and Updating Accounts
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  Slashes in imported transactions

  Closed AllCdnBoy 11 views 1 comment 0 points Most recent by Coach Jon January 2025Troubleshooting
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  Editing multiple Tags not working

  Closed Max1223 69 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 91 views 13 comments 1 point Most recent by Coach Jon January 2025Adding and Updating Accounts