Transactions

Discussion List

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  New user…assigning categories

  Answered ✓ Closed GregP 54 views 2 comments 0 points Most recent by GregP October 2024Getting Started
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  Spent Tile Should Show Reviewed Status of Each Transaction

  Closed tcr000 1 view 1 comment 0 points Most recent by Coach Jon October 2024Feedback
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  PayPal Transactions are Missing

  Closed damnedxer 89 views 10 comments 0 points Most recent by Coach Natalie October 2024Adding and Updating Accounts
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  Bulk Move Transactions from one account to another (edited)

  Active SRC54 258 views 3 comments 10 points Most recent by SRC54 October 2024Feature Requests
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  Starting to get frustrated. Are there solutions I am not aware of?

  Closed subiemat 74 views 9 comments 0 points Most recent by DannyB October 2024Feedback
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  Manually added transactions are not saving

  Closed jmatty2000 12 views 1 comment 0 points Most recent by SRC54 October 2024Report a Bug
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  Searching for a certain tag doesn't show a sum total (edited)

  Closed andyqq99 25 views 6 comments 0 points Most recent by SRC54 October 2024Managing Your Transactions
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  Kohls Credit Card not showing transactions

  Closed MorganG 58 views 3 comments 0 points Most recent by Rick_B October 2024Adding and Updating Accounts
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  Amex personal savings account not downloading new transactions

  Closed kiun 94 views 5 comments 0 points Most recent by kiun October 2024Adding and Updating Accounts
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  Make the green "Reviewed checkmark" visible from desktop/browser when listing transactions.

  Closed eteam49ers 28 views 3 comments 2 points Most recent by Coach Jon October 2024Managing Your Transactions
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  Citibank connection restored but does not download processed transactions

  Closed SDReady 108 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 74 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 914 views 34 comments 0 points Most recent by Coach Kristina September 2024Adding and Updating Accounts
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  Add a Notification for new transactions that are posted and need to be reviewed (edited)

  Active Christaaay 263 views 18 comments 13 points Most recent by Christaaay September 2024Feature Requests
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  Credit Card transactions missing

  Closed rjbaumgart 117 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 65 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 251 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 53 views 0 comments 0 points Started by UrsulaA September 2024 FAQ Section
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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 65 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 26 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 97 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 54 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