Transactions

Discussion List

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  Citibank connection restored but does not download processed transactions

  Closed SDReady 107 views 13 comments 0 points Most recent by Coach Jon October 2024Adding and Updating Accounts
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  Chase Bank Transaction Download

  Closed RobertoT 73 views 5 comments 0 points Most recent by RobWilk September 2024Adding and Updating Accounts
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  PayPal Credit Transactions Stopped Downloading

  Closed System 908 views 34 comments 0 points Most recent by Coach Kristina September 2024Adding and Updating Accounts
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  13

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  Add a Notification for new transactions that are posted and need to be reviewed (edited)

  Active Christaaay 261 views 18 comments 13 points Most recent by Christaaay September 2024Feature Requests
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  Credit Card transactions missing

  Closed rjbaumgart 108 views 11 comments 0 points Most recent by Coach Jon September 2024Troubleshooting
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  Multiple credit card transactions suddenly appearing in Simplifi that don't seem to be mine

  Closed Jbono 42 views 2 comments 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  Simplifi creating spurious "series" transaction

  Closed DavidB 61 views 5 comments 0 points Most recent by Coach Jon September 2024Report a Bug
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  How to get data over 90 days old? (edited)

  Answered ✓ Closed Redfourjohnd 211 views 2 comments 0 points Most recent by Coach Natalie September 2024Getting Started
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  Flag Uses - Exclude tags from reports and track investment income

  Closed UrsulaA 46 views 0 comments 0 points Started by UrsulaA September 2024 FAQ Section
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  5

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  Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

  Active RockLee 13 views 0 comments 5 points Started by RockLee September 2024 Feature Requests
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  Citi Cards (Home Depot and Shell) FDP-102

  Closed damnedxer 64 views 3 comments 0 points Most recent by damnedxer September 2024Adding and Updating Accounts
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  Matches wrong existing transaction (Transfer/Payment)

  Closed RobWilk 24 views 3 comments 0 points Most recent by Coach Jon September 2024Report a Bug
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  Fidelity Accounts - Finicity Transaction download

  Closed JimM 95 views 3 comments 0 points Most recent by Coach Natalie September 2024Adding and Updating Accounts
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  Default account for manual transaction entry

  Closed ejs 53 views 6 comments 0 points Most recent by ejs September 2024Managing Your Transactions
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  Merged: Close / Open all month transaction tabs

  KDC1996 1 view 0 comments 2 points Started by KDC1996 September 2024 Feature Requests
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  Way to track warranty and export warranty report

  Closed BadgerHat 12 views 2 comments 0 points Most recent by EL1234 September 2024Feedback
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  Is there a way to manually enter a transaction that is listed as a reminder? (edited)

  Answered ✓ Closed rskolin 80 views 7 comments 0 points Most recent by EL1234 September 2024Using the Spending Plan
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  Be able to link transactions to your goals

  Closed BrittLew 11 views 1 comment 0 points Most recent by UrsulaA September 2024Feedback
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  A Tale of Two Checking Accounts

  Closed SRC54 35 views 2 comments 1 point Most recent by SRC54 September 2024Adding and Updating Accounts
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  Match Pending Manual Transaction to Downloaded Transaction

  Answered ✓ Closed EllieBean 45 views 3 comments 1 point Most recent by EL1234 September 2024Managing Your Transactions
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  Web: Auto complete on category a little messed up

  Closed RobWilk 201 views 26 comments 0 points Most recent by RobWilk September 2024Troubleshooting
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  14
  Customizable Columns in the Spending Plan (edited)

  Completed Closed EL1234 304 views 29 comments 14 points Most recent by EL1234 September 2024Feature Requests
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  4

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  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Active UrsulaA 23 views 3 comments 4 points Most recent by EL1234 September 2024Feature Requests
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  Why don't Chase transaction dates in Simplifi match the bank's dates (edited)

  Closed cowboydude99 510 views 46 comments 0 points Most recent by RobWilk September 2024Adding and Updating Accounts
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  CU balance updates but not transactions, make cash flow projection useless

  Closed everydave 96 views 9 comments 0 points Most recent by everydave September 2024Projected Cash Flow
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  Top 10 Transaction and Account Management Feature Requests

  Closed UrsulaA 44 views 0 comments 1 point Started by UrsulaA August 2024 FAQ Section