Transactions

Discussion List

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  United Nation FCU credit transactions do not distinguish posted from pending Iedited)

  Closed James.MP 21 views 1 comment 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Consumer Loan Paid by Credit Card Monthly

  Closed Dick_Davis 43 views 2 comments 0 points Most recent by Dick_Davis June 2025Bills and Income
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  Ability to add Attachments to each Split (edited)

  Active Dick_Davis 72 views 5 comments 0 points Most recent by EL1234 June 2025Feature Requests
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  Reviewed flag for pending transactions gets reset to not reviewed after posted

  Closed habrams99 545 views 22 comments 1 point Most recent by Dick_Davis June 2025Troubleshooting
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  Add a checkbox to each month header in Transactions to "select all" for the month (edited)

  Active phixed 12 views 0 comments 5 points Most recent by phixed June 2025Feature Requests
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  Merged: Saving Goals Links for Tranactions

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 2 points Most recent by HeyJaiBabyIGotUrMony June 2025Feature Requests
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  Reconcile Accounts by Statement Upload

  Closed stevel0821 71 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback
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  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Active Dick_Davis 52 views 4 comments 1 point Most recent by Dick_Davis June 2025Feature Requests
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  Finding Transactions that are in the future (beyond Current Date)

  Closed Dick_Davis 172 views 2 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Typing in the Transaction Category field on web

  Closed rgonzalez 11 views 1 comment 0 points Most recent by Coach Jon June 2025Troubleshooting
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  Linked [Transfer] Transactions shown

  Answered ✓ Closed Dick_Davis 41 views 4 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 61 views 5 comments 1 point Most recent by Dick_Davis June 2025Feedback
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  Ideas on how to handle repayment?

  Closed DannyB 111 views 11 comments 0 points Most recent by DannyB June 2025Managing Your Transactions
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  Merged: Reviewed pending credit card transaction are marked-unreviewed when it moves to Posted

  Closed Shree3 1 view 0 comments 0 points Most recent by Shree3 June 2025Managing Your Transactions
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  Using Simplifi without linking to banks

  Closed Just Me 213 views 1 comment 0 points Most recent by Flopbot June 2025Getting Started
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  Understanding Transactions – Credit Card, Checking, and Money Market Savings

  Closed Dick_Davis 142 views 10 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Review Marker Switched on After Editing a Transaction

  Closed Dick_Davis 111 views 11 comments 0 points Most recent by SRC54 June 2025Managing Your Transactions
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  Add a warning that there are attachments when deleting a transaction (edited)

  Active Dick_Davis 21 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
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  Mortgage Transactions (Principle, Interest, and Escrow)

  Answered ✓ Closed Dick_Davis 71 views 2 comments 0 points Most recent by SRC54 June 2025Managing Your Transactions
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  How to account for Square credit card payment fees (edited)

  Closed Justjes 12 views 1 comment 0 points Most recent by Coach Jon June 2025General Troubleshooting
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  Bank Reconciliation $50 Short in Q13

  Closed JG_1 21 views 1 comment 0 points Most recent by Coach Jon June 2025Managing Your Transactions
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  Transactions disappear when linked to recurring

  Closed bobmablob 586 views 22 comments 1 point Most recent by Coach Natalie June 2025Report a Bug
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  Credit Card Payments in Checking Account

  Closed TheRealFastDave 132 views 5 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Mortgage Payments as Transfers

  Answered ✓ Closed BlueGrits 122 views 2 comments 0 points Most recent by DryHeat June 2025Managing Your Transactions
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  Apply multiple invoice payments to one deposit

  Closed cjjones21 61 views 1 comment 1 point Most recent by Coach Natalie June 2025Invoices, Estimates, & Sales Receipts
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  Allow the - (minus) in searches (1 Merged Vote)

  Active EL1234 143 views 10 comments 12 points Most recent by Max1223 June 2025Feature Requests
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  Mobile App: Ability to print transaction attachments (edited)

  Active Folkcello 11 views 0 comments 1 point Most recent by Folkcello June 2025Feature Requests
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  Spending Plan- Transaction Activity- Manage Columns

  Closed LadyDorian 11 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback