Transactions

Discussion List

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  Chase Amazon Prime card only pulls in payments (edited)

  Closed Gabe 350 views 19 comments 0 points Most recent by Coach Natalie August 2024Adding and Updating Accounts
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  Fidelity Account via Finicity (Akoya) does not include Transaction history

  Closed djhadams 342 views 10 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  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
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  Transaction History Duration

  Answered ✓ Closed Jhurley5227 71 views 1 comment 0 points Most recent by Coach Jon July 2024Managing Your Transactions
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  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
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  No transactions before Jan 19, 2024 ?!

  Closed EllieBean 56 views 6 comments 0 points Most recent by DannyB July 2024Managing Your Transactions
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  Linked transfers that should not be linked!?

  Closed cowboydude99 54 views 6 comments 0 points Most recent by DannyB July 2024Troubleshooting
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  Empty Register with PayPal Credit Card (edited)

  Closed Phogramity 1.1K views 63 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  Please add a way to add a category from the transaction

  Closed Paul Wood 44 views 2 comments 1 point Most recent by Coach Kristina July 2024Categories and Tags
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  Apple Card account (manual) and all transactions were removed (edited)

  Closed Dan6912 114 views 8 comments 0 points Most recent by Coach Marcus July 2024Troubleshooting
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  6
  Mobile App: Ability to filter transactions by Tag (edited)

  Completed Closed Suki 162 views 4 comments 6 points Most recent by Coach Natalie July 2024Feature Requests
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  Problem Updated Fidelity Visa Transactions

  Closed amintzer 1.2K views 55 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  How to set up pending transactions to match?

  Closed Halloran 52 views 2 comments 0 points Most recent by Flopbot July 2024Managing Your Transactions
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  Robinhood - Bank Transfer Inconsistency

  Closed Mark H. 27 views 1 comment 0 points Most recent by Coach Natalie July 2024Troubleshooting
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  Past dating reoccurring transactions

  Closed iamsummermj 26 views 2 comments 1 point Most recent by DannyB July 2024Feedback
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  How can I select multiple transactions and apply the same category / tag to all of them?

  Answered ✓ Closed Zen Brodie 513 views 2 comments 0 points Most recent by DannyB July 2024Categories and Tags
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  Allow mass edit for transactions on mobile (edited)

  Closed Bobersenbob 13 views 2 comments 0 points Most recent by Bobersenbob July 2024Feedback
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  Rules won’t apply to past transactions

  Closed Emma81218 27 views 1 comment 0 points Most recent by Coach Natalie July 2024Feedback
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  New Feature Alert: Amount Matching, Check Number Field, and Date Commands!

  Closed Coach Natalie 910 views 2 comments 4 points Most recent by Coach Natalie July 2024Updates From the Product Team
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  2

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  Ability to turn off the monthly headers in Transaction Activity (edited)

  Active KB2014 14 views 0 comments 2 points Started by KB2014 July 2024 Feature Requests
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  Can I turn off the monthly headings when viewing my transaction activity? (edited)

  Closed KB2014 11 views 1 comment 1 point Most recent by DannyB July 2024Managing Your Transactions
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  Dozens of transactions missing (Chase Credit Card)

  Closed Dave L 336 views 18 comments 0 points Most recent by Dave L July 2024Managing Your Transactions
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  Which Credit Card brands have their transactions show up the quickest for you within Simplifi?

  Closed Oviich 239 views 5 comments 0 points Most recent by Flopbot July 2024Adding and Updating Accounts