Transactions

Recording Venmo Transaction

Closed VermillionSands 105 views 2 comments 0 points Most recent by VermillionSands October 2024Troubleshooting

New user…assigning categories

Answered ✓ Closed GregP 56 views 2 comments 0 points Most recent by GregP October 2024Getting Started

Spent Tile Should Show Reviewed Status of Each Transaction

Closed tcr000 4 views 1 comment 0 points Most recent by Coach Jon October 2024Feedback

PayPal Transactions are Missing

Closed damnedxer 97 views 10 comments 0 points Most recent by Coach Natalie October 2024Adding and Updating Accounts

10

Bulk Move Transactions from one account to another (edited)

Active SRC54 270 views 3 comments 10 points Most recent by SRC54 October 2024Feature Requests

Starting to get frustrated. Are there solutions I am not aware of?

Closed subiemat 71 views 9 comments 0 points Most recent by DannyB October 2024Feedback

Manually added transactions are not saving

Closed jmatty2000 11 views 1 comment 0 points Most recent by SRC54 October 2024Report a Bug

Searching for a certain tag doesn't show a sum total (edited)

Closed andyqq99 22 views 6 comments 0 points Most recent by SRC54 October 2024Managing Your Transactions

Kohls Credit Card not showing transactions

Closed MorganG 54 views 3 comments 0 points Most recent by Rick_B October 2024Adding and Updating Accounts

Amex personal savings account not downloading new transactions

Closed kiun 93 views 5 comments 0 points Most recent by kiun October 2024Adding and Updating Accounts

Make the green "Reviewed checkmark" visible from desktop/browser when listing transactions.

Closed eteam49ers 45 views 3 comments 2 points Most recent by Coach Jon October 2024Managing Your Transactions

Citibank connection restored but does not download processed transactions

Closed SDReady 102 views 13 comments 0 points Most recent by Coach Jon October 2024Adding and Updating Accounts

Chase Bank Transaction Download

Closed RobertoT 71 views 5 comments 0 points Most recent by RobWilk September 2024Adding and Updating Accounts

PayPal Credit Transactions Stopped Downloading

Closed System 922 views 34 comments 0 points Most recent by Coach Kristina September 2024Adding and Updating Accounts

13

Add a Notification for new transactions that are posted and need to be reviewed (edited)

Active Christaaay 274 views 18 comments 13 points Most recent by Christaaay September 2024Feature Requests

Credit Card transactions missing

Closed rjbaumgart 143 views 11 comments 0 points Most recent by Coach Jon September 2024Troubleshooting

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

Simplifi creating spurious "series" transaction

Closed DavidB 94 views 5 comments 0 points Most recent by Coach Jon September 2024Report a Bug

How to get data over 90 days old? (edited)

Answered ✓ Closed Redfourjohnd 285 views 2 comments 0 points Most recent by Coach Natalie September 2024Getting Started

Flag Uses - Exclude tags from reports and track investment income

Closed UrsulaA 52 views 0 comments 0 points Started by UrsulaA September 2024 FAQ Section

Citi Cards (Home Depot and Shell) FDP-102

Closed damnedxer 62 views 3 comments 0 points Most recent by damnedxer September 2024Adding and Updating Accounts

Matches wrong existing transaction (Transfer/Payment)

Closed RobWilk 22 views 3 comments 0 points Most recent by Coach Jon September 2024Report a Bug

Fidelity Accounts - Finicity Transaction download

Closed JimM 93 views 3 comments 0 points Most recent by Coach Natalie September 2024Adding and Updating Accounts

Default account for manual transaction entry

Closed ejs 87 views 6 comments 0 points Most recent by ejs September 2024Managing Your Transactions

Merged: Close / Open all month transaction tabs

KDC1996 1 view 0 comments 2 points Started by KDC1996 September 2024 Feature Requests

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