Transactions

Discussion List

• 
  Merged: Bulk delete imported NA / Unknown tags

  DiZzyDMon 1 view 0 comments 2 points Started by DiZzyDMon August 2024 Feature Requests
• 
  PayPal Credit displaying PayPal transactions

  Closed Naviathan 147 views 11 comments 1 point Most recent by Naviathan August 2024Adding and Updating Accounts
• 
  Merged: Add a capability to duplicate a transaction

  smitp111 1 view 0 comments 1 point Started by smitp111 August 2024 Feature Requests
• 
  Missing transactions

  Answered ✓ Closed rcrook1254 45 views 3 comments 0 points Most recent by UrsulaA August 2024Report a Bug
• 
  11

  Up Down
  Don't force Linked Transfer Transactions to have the same date (edited)

  In Review max4 64 views 3 comments 11 points Most recent by quick username August 2024Feature Requests
• 
  Similar transactions show the wrong date

  Closed quick username 37 views 4 comments 0 points Most recent by quick username August 2024Troubleshooting
• 
  Check # Field: Share your feedback here!

  Closed Coach Natalie 146 views 13 comments 1 point Most recent by Coach Natalie August 2024Feedback
• 
  Transactions Detail Notes

  Closed jimclay75051 11 views 2 comments 0 points Most recent by Flopbot August 2024Feedback
• 
  Deposits download as payments in Simplifi

  Closed Gem club 51 views 6 comments 0 points Most recent by Coach Jon August 2024Adding and Updating Accounts
• 
  New Feature Alert: Notification Settings & Future Transaction Changes

  Closed Coach Natalie 543 views 1 comment 7 points Most recent by Coach Natalie August 2024Updates From the Product Team
• 
  34

  Up Down
  Add a Filter for "Untagged" (edited)

  Active SZR 293 views 12 comments 34 points Most recent by Mango2024 August 2024Feature Requests
• 
  Why does recent spending include excluded transactions?

  Answered ✓ Closed sarahw 21 views 1 comment 0 points Most recent by Wedo778 August 2024Using the Dashboard
• 
  1

  Up Down
  Add Additional Options to Transaction History Settings (edited)

  Active today32 73 views 3 comments 1 point Most recent by today32 August 2024Feature Requests
• 
  simplifi changed some transactions to be excluded (edited)

  Closed rcrook1254 24 views 1 comment 0 points Most recent by Coach Jon August 2024Troubleshooting
• 
  15

  Up Down
  When clicking on "category" drop down, the current selected category should be auto-highlighted

  Active nichodamous 212 views 11 comments 15 points Most recent by UrsulaA August 2024Feature Requests
• 
  Apple Card Manual CVS Import Not Working

  Closed grc 22 views 3 comments 0 points Most recent by UrsulaA August 2024Troubleshooting
• 
  Recurring Bill not showing in pending transactions (edited)

  Closed EllieBean 25 views 5 comments 0 points Most recent by RobWilk August 2024Managing Your Transactions
• 
  Imported transactions not showing under Transaction Activity (edited)

  Closed pixie813 35 views 2 comments 0 points Most recent by UrsulaA August 2024Troubleshooting
• 
  Discover Checking Pending Transactions come in as cleared

  Closed Freebanana 31 views 3 comments 0 points Most recent by Coach Natalie August 2024Adding and Updating Accounts
• 
  Chase Amazon Prime card only pulls in payments (edited)

  Closed Gabe 346 views 19 comments 0 points Most recent by Coach Natalie August 2024Adding and Updating Accounts
• 
  Fidelity Account via Finicity (Akoya) does not include Transaction history

  Closed djhadams 341 views 10 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
• 
  Filter query parameters not respected on transactions page

  Closed fjosdasdfas 11 views 3 comments 0 points Most recent by Coach Jon July 2024Report a Bug
• 
  Citibank account - transaction just vanished in Quicken.

  Closed nakada 55 views 5 comments 0 points Most recent by RobWilk July 2024Report a Bug
• 
  Transaction History Duration

  Answered ✓ Closed Jhurley5227 68 views 1 comment 0 points Most recent by Coach Jon July 2024Managing Your Transactions
• 
  Should Simplifi be syncing pending transactions from Fidelity Visa accounts?

  Closed System 22 views 2 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
• 
  No transactions before Jan 19, 2024 ?!

  Closed EllieBean 55 views 6 comments 0 points Most recent by DannyB July 2024Managing Your Transactions
• 
  Disappearing transaction after savings goal contribution

  Closed tobyN 21 views 3 comments 0 points Most recent by tobyN July 2024Report a Bug