Transactions

Discussion List

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  Linking a transaction to a recurring payment deletes it

  Closed Emacken 33 views 3 comments 0 points Most recent by Coach Jon March 2025Report a Bug
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  Unable to delete future-dated imported transactions (edited)

  Closed EdCallahan 122 views 8 comments 0 points Most recent by Coach Natalie March 2025Troubleshooting
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  Change "Pending" column to an Icon instead of a Word (edited)

  Active Flopbot 91 views 9 comments 10 points Most recent by SRC54 March 2025Feature Requests
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  Transactions not being properly downloaded + pending balance inconsistent (edited)

  Closed ender 192 views 5 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts
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  How do I clear an old pending transaction?

  Answered ✓ Closed ender 73 views 2 comments 0 points Most recent by ender March 2025Troubleshooting
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  Mobile App: Switch order of 'Check #' and 'Attach a file' fields (edited)

  Active Flopbot 1 view 0 comments 2 points Most recent by Flopbot March 2025Feature Requests
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  Importing SQUARE Transactions

  Answered ✓ Closed Jandi Creations 52 views 1 comment 0 points Most recent by Coach Natalie February 2025Managing Your Transactions
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  Merged: Mobile App: Customize transaction swipe functions

  Closed MishaM 1 view 0 comments 1 point Most recent by MishaM February 2025Feature Requests
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  Seems that my recurring bills that I link to transactions disappear (edited)

  Closed Mankow 11 views 1 comment 0 points Most recent by Coach Jon February 2025Bills and Income
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  Target Circle Card, Red Card, Not Showing Pending Transactions

  Closed TiggerTrainer 145 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts
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  Unable to download transactions from TD Bank (edited)

  Closed Anthony S 134 views 8 comments 0 points Most recent by Anthony S February 2025Adding and Updating Accounts
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  Mobile App: Don't cut off Category Names when searching the Categories list on transactions

  Active Flopbot 162 views 8 comments 2 points Most recent by Flopbot February 2025Feature Requests
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  selecting block transactions on payee and amount

  Closed EdCallahan 21 views 2 comments 0 points Most recent by EdCallahan February 2025Managing Your Transactions
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  Accounting for payment now for a future service (like vacation deposit)

  Answered ✓ Closed WMartin 92 views 3 comments 0 points Most recent by RobWilk February 2025Managing Your Transactions
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  Will Future Dated Transactions Eventually Show In The Reminders Tab?

  Closed CHuser 112 views 3 comments 0 points Most recent by DannyB February 2025Troubleshooting
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  Is there a way to have cleared transactions take the updates from pending?

  Closed sygyzy 82 views 9 comments 0 points Most recent by Coach Jon February 2025Managing Your Transactions
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  Venmo transaction - Simplifi creates extra transaction???

  Closed DavidB 205 views 2 comments 0 points Most recent by DavidB February 2025Managing Your Transactions
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  Amex checking transactions showing online transfer instead of detailed info

  Closed simpliplease 180 views 10 comments 1 point Most recent by simpliplease February 2025Adding and Updating Accounts
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  Properly reflecting Rental Income in Simplifi

  Closed Truthsayer 196 views 3 comments 0 points Most recent by ar77 February 2025Adding and Updating Accounts
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  Color code transactions that haven't been manually categorized (aka autocategorized)

  Closed jknutson 12 views 1 comment 1 point Most recent by Coach Jon February 2025Categories and Tags
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  How to stop rule creation when changing category from transaction panel

  Answered ✓ Closed dave32831954 53 views 4 comments 1 point Most recent by dave32831954 February 2025Managing Your Transactions
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  Chase pending charges aren't deleting from Simplifi when gone. Reset Won't Work

  Closed JCG2042 24 views 3 comments 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
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  Handling "Balance Forward" transactions properly

  Closed cweiland 33 views 1 comment 0 points Most recent by SRC54 February 2025Managing Your Transactions
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  Automatic Category Assignment

  Closed RobertoT 23 views 3 comments 0 points Most recent by SRC54 February 2025Managing Your Transactions
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  Link multiple refunds to one return OR Create multiple refunds from one transaction

  Closed bbb123 33 views 2 comments 0 points Most recent by Coach Jon February 2025Feedback
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  Duplicate Pending Transactions...

  Closed nicko 53 views 3 comments 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
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  Marking a Transaction with a Future Date Made it Disappear

  Closed perezmp98 134 views 14 comments 1 point Most recent by Coach Jon February 2025Report a Bug
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  Mismatches, unlink could work better

  Closed RobWilk 11 views 1 comment 0 points Most recent by Coach Jon February 2025Feedback