Transactions

Discussion List

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  A Tale of Two Checking Accounts

  Closed SRC54 42 views 2 comments 1 point Most recent by SRC54 September 2024Adding and Updating Accounts
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  Match Pending Manual Transaction to Downloaded Transaction

  Answered ✓ Closed EllieBean 43 views 3 comments 1 point Most recent by EL1234 September 2024Managing Your Transactions
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  Web: Auto complete on category a little messed up

  Closed RobWilk 232 views 26 comments 0 points Most recent by RobWilk September 2024Troubleshooting
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  14
  Customizable Columns in the Spending Plan (edited)

  Completed Closed EL1234 340 views 29 comments 14 points Most recent by EL1234 September 2024Feature Requests
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  4

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  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Active UrsulaA 21 views 3 comments 4 points Most recent by EL1234 September 2024Feature Requests
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  Why don't Chase transaction dates in Simplifi match the bank's dates (edited)

  Closed cowboydude99 526 views 46 comments 0 points Most recent by RobWilk September 2024Adding and Updating Accounts
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  CU balance updates but not transactions, make cash flow projection useless

  Closed everydave 117 views 9 comments 0 points Most recent by everydave September 2024Projected Cash Flow
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  Top 10 Transaction and Account Management Feature Requests

  Closed UrsulaA 42 views 0 comments 1 point Started by UrsulaA August 2024 FAQ Section
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  Merged: Bulk delete imported NA / Unknown tags

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

  Closed Naviathan 173 views 11 comments 1 point Most recent by Naviathan August 2024Adding and Updating Accounts
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  Merged: Add a capability to duplicate a transaction

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

  Answered ✓ Closed rcrook1254 43 views 3 comments 0 points Most recent by UrsulaA August 2024Report a Bug
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  14

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

  In Review max4 76 views 3 comments 14 points Most recent by quick username August 2024Feature Requests
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  Similar transactions show the wrong date

  Closed quick username 32 views 4 comments 0 points Most recent by quick username August 2024Troubleshooting
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  Check # Field: Share your feedback here!

  Closed Coach Natalie 166 views 13 comments 1 point Most recent by Coach Natalie August 2024Feedback
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  Transactions Detail Notes

  Closed jimclay75051 11 views 2 comments 0 points Most recent by Flopbot August 2024Feedback
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  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
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  New Feature Alert: Notification Settings & Future Transaction Changes

  Closed Coach Natalie 542 views 1 comment 7 points Most recent by Coach Natalie August 2024Updates From the Product Team
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  35

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  Add a Filter for "Untagged" (edited)

  Active SZR 304 views 12 comments 35 points Most recent by Mango2024 August 2024Feature Requests
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  Why does recent spending include excluded transactions?

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

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  Add Additional Options to Transaction History Settings (edited)

  Active today32 72 views 3 comments 1 point Most recent by today32 August 2024Feature Requests
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  simplifi changed some transactions to be excluded (edited)

  Closed rcrook1254 21 views 1 comment 0 points Most recent by Coach Jon August 2024Troubleshooting
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  16

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

  Active nichodamous 211 views 11 comments 16 points Most recent by UrsulaA August 2024Feature Requests
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  Apple Card Manual CVS Import Not Working

  Closed grc 27 views 3 comments 0 points Most recent by UrsulaA August 2024Troubleshooting
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  Recurring Bill not showing in pending transactions (edited)

  Closed EllieBean 23 views 5 comments 0 points Most recent by RobWilk August 2024Managing Your Transactions
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  Imported transactions not showing under Transaction Activity (edited)

  Closed pixie813 31 views 2 comments 0 points Most recent by UrsulaA August 2024Troubleshooting
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  Discover Checking Pending Transactions come in as cleared

  Closed Freebanana 34 views 3 comments 0 points Most recent by Coach Natalie August 2024Adding and Updating Accounts