Transactions

Discussion List

• 
  Properly reflecting Rental Income in Simplifi

  Closed Truthsayer 213 views 3 comments 0 points Most recent by ar77 February 2025Adding and Updating Accounts
• 
  Color code transactions that haven't been manually categorized (aka autocategorized)

  Closed jknutson 23 views 1 comment 1 point Most recent by Coach Jon February 2025Categories and Tags
• 
  How to stop rule creation when changing category from transaction panel

  Answered ✓ Closed dave32831954 66 views 4 comments 1 point Most recent by dave32831954 February 2025Managing Your Transactions
• 
  Chase pending charges aren't deleting from Simplifi when gone. Reset Won't Work

  Closed JCG2042 32 views 3 comments 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
• 
  Handling "Balance Forward" transactions properly

  Closed cweiland 32 views 1 comment 0 points Most recent by SRC54 February 2025Managing Your Transactions
• 
  Automatic Category Assignment

  Closed RobertoT 31 views 3 comments 0 points Most recent by SRC54 February 2025Managing Your Transactions
• 
  Link multiple refunds to one return OR Create multiple refunds from one transaction

  Closed bbb123 42 views 2 comments 0 points Most recent by Coach Jon February 2025Feedback
• 
  Duplicate Pending Transactions...

  Closed nicko 62 views 3 comments 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
• 
  Marking a Transaction with a Future Date Made it Disappear

  Closed perezmp98 181 views 14 comments 1 point Most recent by Coach Jon February 2025Report a Bug
• 
  Mismatches, unlink could work better

  Closed RobWilk 12 views 1 comment 0 points Most recent by Coach Jon February 2025Feedback
• 
  Auto balance for splits/Credits split

  Closed mograce 12 views 2 comments 0 points Most recent by Coach Natalie February 2025Managing Your Transactions
• 
  Transactions showing don't match my bank balance.

  Answered ✓ Closed dave32831954 168 views 1 comment 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
• 
  Merged: Bill reminder is not showing except in the series

  Closed Engaiging 21 views 0 comments 0 points Most recent by Engaiging February 2025Report a Bug
• 
  Can’t upload documents to transactions in mobile app

  Closed Jlexky 33 views 2 comments 0 points Most recent by Jlexky February 2025Managing Your Transactions
• 
  Bills & Income - Potential Bug Found

  Closed TheReal702 24 views 1 comment 1 point Most recent by Coach Jon February 2025Report a Bug
• 
  Capital one transactions importing with last four digits of credit card in the payee name

  Closed leothemack 108 views 8 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
• 
  7
  Ability to hide excluded transactions from Transaction Activity areas of the Spending Plan (edited)

  Completed Closed ds824 327 views 7 comments 7 points Most recent by Coach Natalie February 2025Feature Requests
• 
  Merged: See transactions being impacted when bulk applying a new rule

  Closed leothemack 1 view 0 comments 1 point Most recent by leothemack February 2025Feature Requests
• 
  how to save a filter (edited)

  Closed trtrlik 61 views 4 comments 0 points Most recent by DannyB February 2025Managing Your Transactions
• 
  PayPal Credit Transactions Why Everything showing as income

  Closed KJJ 74 views 2 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
• 
  Accounting for HSA Deposits

  Closed ericksonjb 55 views 2 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
• 
  Linking Transactions to Bill Reminders

  Closed TheReal702 349 views 17 comments 1 point Most recent by TheReal702 February 2025Troubleshooting
• 
  Wells Fargo transactions missing

  Closed fcb 199 views 9 comments 0 points Most recent by fcb February 2025Managing Your Transactions
• 
  2

  Up Down
  Group transactions by date instead of listing the date with each transaction (edited)

  Active Flyfisher 21 views 1 comment 2 points Most recent by mmmartian February 2025Feature Requests
• 
  Aramark/random transactions not appearing

  Closed skinnybuddha 2 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts
• 
  Simplifi access after account expiration

  Answered ✓ Closed Phlach 240 views 3 comments 0 points Most recent by Coach Kristina February 2025Managing Your Transactions
• 
  5

  Up Down
  "Report" Date for Transactions (Accrual Based Accounting)

  Active gwonky 33 views 0 comments 5 points Most recent by gwonky February 2025Feature Requests