Transactions

Discussion List

• 
  Seems that my recurring bills that I link to transactions disappear (edited)

  Closed Mankow 11 views 1 comment 0 points Most recent by Coach Jon February 2025Bills and Income
• 
  Target Circle Card, Red Card, Not Showing Pending Transactions

  Closed TiggerTrainer 138 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts
• 
  Unable to download transactions from TD Bank (edited)

  Closed Anthony S 131 views 8 comments 0 points Most recent by Anthony S February 2025Adding and Updating Accounts
• 
  2

  Up Down
  Mobile App: Don't cut off Category Names when searching the Categories list on transactions

  Active Flopbot 141 views 8 comments 2 points Most recent by Flopbot February 2025Feature Requests
• 
  selecting block transactions on payee and amount

  Closed EdCallahan 23 views 2 comments 0 points Most recent by EdCallahan February 2025Managing Your Transactions
• 
  Accounting for payment now for a future service (like vacation deposit)

  Answered ✓ Closed WMartin 94 views 3 comments 0 points Most recent by RobWilk February 2025Managing Your Transactions
• 
  Will Future Dated Transactions Eventually Show In The Reminders Tab?

  Closed CHuser 112 views 3 comments 0 points Most recent by DannyB February 2025Troubleshooting
• 
  Is there a way to have cleared transactions take the updates from pending?

  Closed sygyzy 83 views 9 comments 0 points Most recent by Coach Jon February 2025Managing Your Transactions
• 
  Venmo transaction - Simplifi creates extra transaction???

  Closed DavidB 183 views 2 comments 0 points Most recent by DavidB February 2025Managing Your Transactions
• 
  Amex checking transactions showing online transfer instead of detailed info

  Closed simpliplease 159 views 10 comments 1 point Most recent by simpliplease February 2025Adding and Updating Accounts
• 
  Properly reflecting Rental Income in Simplifi

  Closed Truthsayer 176 views 3 comments 0 points Most recent by ar77 February 2025Adding and Updating Accounts
• 
  Color code transactions that haven't been manually categorized (aka autocategorized)

  Closed jknutson 11 views 1 comment 1 point Most recent by Coach Jon February 2025Categories and Tags
• 
  How to stop rule creation when changing category from transaction panel

  Answered ✓ Closed dave32831954 51 views 4 comments 1 point Most recent by dave32831954 February 2025Managing Your Transactions
• 
  Chase pending charges aren't deleting from Simplifi when gone. Reset Won't Work

  Closed JCG2042 21 views 3 comments 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
• 
  Handling "Balance Forward" transactions properly

  Closed cweiland 31 views 1 comment 0 points Most recent by SRC54 February 2025Managing Your Transactions
• 
  Automatic Category Assignment

  Closed RobertoT 21 views 3 comments 0 points Most recent by SRC54 February 2025Managing Your Transactions
• 
  Link multiple refunds to one return OR Create multiple refunds from one transaction

  Closed bbb123 33 views 2 comments 0 points Most recent by Coach Jon February 2025Feedback
• 
  Duplicate Pending Transactions...

  Closed nicko 52 views 3 comments 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
• 
  Marking a Transaction with a Future Date Made it Disappear

  Closed perezmp98 123 views 14 comments 1 point Most recent by Coach Jon February 2025Report a Bug
• 
  Mismatches, unlink could work better

  Closed RobWilk 11 views 1 comment 0 points Most recent by Coach Jon February 2025Feedback
• 
  Auto balance for splits/Credits split

  Closed mograce 11 views 2 comments 0 points Most recent by Coach Natalie February 2025Managing Your Transactions
• 
  Transactions showing don't match my bank balance.

  Answered ✓ Closed dave32831954 121 views 1 comment 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
• 
  Merged: Bill reminder is not showing except in the series

  Closed Engaiging 21 views 0 comments 0 points Most recent by Engaiging February 2025Report a Bug
• 
  Can’t upload documents to transactions in mobile app

  Closed Jlexky 21 views 2 comments 0 points Most recent by Jlexky February 2025Managing Your Transactions
• 
  Bills & Income - Potential Bug Found

  Closed TheReal702 21 views 1 comment 1 point Most recent by Coach Jon February 2025Report a Bug
• 
  Capital one transactions importing with last four digits of credit card in the payee name

  Closed leothemack 65 views 8 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
• 
  7
  Ability to hide excluded transactions from Transaction Activity areas of the Spending Plan (edited)

  Completed Closed ds824 316 views 7 comments 7 points Most recent by Coach Natalie February 2025Feature Requests
• 
  Merged: See transactions being impacted when bulk applying a new rule

  Closed leothemack 1 view 0 comments 1 point Most recent by leothemack February 2025Feature Requests