Transactions

Discussion List

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  Deleting a completed/linked tracked refund deletes the transaction

  Closed simplif 34 views 5 comments 0 points Most recent by Coach Jon March 2025Report a Bug
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  Missing Transactions (monthly re-occurrence)

  Closed BlueGrits 22 views 3 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts
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  QBP - How best to track Personal payment to cover Business transactions?

  Closed Flopbot 104 views 4 comments 0 points Most recent by Coach Kristina March 2025General Troubleshooting
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  Split transactions changing dates

  Closed asm 32 views 1 comment 0 points Most recent by Flopbot March 2025Managing Your Transactions
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  my name is Grace, I'm new (edited)

  Closed ngoducke1621 63 views 4 comments 1 point Most recent by Coach Kristina March 2025Introduce yourself!
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  When typing into the transactions search field, field blurs (unfocuses) as soon as results are found

  Closed jfrizz 1 view 1 comment 0 points Most recent by RobWilk March 2025Report a Bug
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  Do we have the ability to remove an account without removing the past transactions?

  Answered ✓ Closed Springzy 182 views 6 comments 0 points Most recent by Springzy March 2025Adding and Updating Accounts
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  Add Debit / Credit columns (edited)

  Active ccrandall1979 21 views 1 comment 4 points Most recent by Coach Natalie March 2025Feature Requests
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  Is there the ability to search by transaction name only?

  Closed RobWilk 53 views 3 comments 0 points Most recent by RobWilk March 2025Managing Your Transactions
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  MassMutual Federal Credit Union - Credit Card unable to download

  Closed Paul38150 43 views 4 comments 0 points Most recent by Coach Natalie March 2025Managing Your Transactions
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  Mark multiple transactions as reviewed on mobile app?

  Closed seucardsfan 23 views 1 comment 0 points Most recent by Coach Kristina March 2025Managing Your Transactions
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  Linking a transaction to a recurring payment deletes it

  Closed Emacken 44 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 151 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 102 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 239 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 86 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 3 views 0 comments 2 points Most recent by Flopbot March 2025Feature Requests
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  Importing SQUARE Transactions

  Answered ✓ Closed Jandi Creations 172 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 12 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 157 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 157 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 211 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 25 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 104 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 122 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 91 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 249 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 231 views 10 comments 1 point Most recent by simpliplease February 2025Adding and Updating Accounts