Transactions

Discussion List

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  Allow same transaction spanning multiple accounts to be linked

  Closed Davidd 11 views 1 comment 1 point Most recent by Coach Natalie January 2025Feedback
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  How to get Simplifi to download transactions from when my account was not linked (edited)

  Closed dfmarcus03 41 views 4 comments 0 points Most recent by dfmarcus03 January 2025Adding and Updating Accounts
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  Chase credit card transaction dates

  Closed mllcpa 93 views 6 comments 0 points Most recent by mllcpa January 2025Adding and Updating Accounts
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  QS creating Duplicate Transactions from Health Equity HSA

  Closed Max1223 33 views 2 comments 0 points Most recent by Max1223 January 2025Adding and Updating Accounts
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  Slashes in imported transactions

  Closed AllCdnBoy 12 views 1 comment 0 points Most recent by Coach Jon January 2025Troubleshooting
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  Editing multiple Tags not working

  Closed Max1223 85 views 7 comments 0 points Most recent by Max1223 January 2025Report a Bug
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  Simplifi Not Updating Transactions for ufcu.org

  Closed BlueGrits 92 views 13 comments 1 point Most recent by Coach Jon January 2025Adding and Updating Accounts
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  Transfers detected as withdrawals and income

  Closed MattS 83 views 3 comments 0 points Most recent by RobWilk January 2025Using Transfers
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  How do I see a list of Projects that aren't marked with Billable?

  Answered ✓ Closed Flopbot 53 views 5 comments 0 points Most recent by Coach Kristina January 2025General Troubleshooting
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  Show "Transfers" or Linked Transactions right next to each other in the Transactions List

  Active System 112 views 12 comments 14 points Most recent by EL1234 January 2025Feature Requests
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  Merged: Group Transfers on Transactions List

  Closed Robert H 1 view 0 comments 1 point Most recent by Robert H January 2025Feature Requests
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  Why can I not mark a refund as reviewed?

  Closed Rockey 22 views 2 comments 0 points Most recent by Rockey January 2025Troubleshooting
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  How Do I Show Pending Transactions?

  Answered ✓ Closed aastol 202 views 6 comments 0 points Most recent by SRC54 January 2025Adding and Updating Accounts
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  Changing a payment from pending to cleared

  Answered ✓ Closed sphealing 31 views 1 comment 0 points Most recent by sphealing January 2025General Troubleshooting
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  Mobile Phone Widget for 'Recent Transactions' (edited)

  In Review RCA 171 views 7 comments 24 points Most recent by Bartman682 January 2025Feature Requests
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  Paypal Extras World Mastercard won't import

  Closed tmbennett55 11 views 1 comment 0 points Most recent by Coach Kristina January 2025Adding and Updating Accounts
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  Save button disabled after selecting existing payee

  Closed a3chic9 11 views 1 comment 0 points Most recent by Coach Kristina January 2025Report a Bug
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  Apple Daily Cash transactions imported as transfers

  Closed mdleighty 43 views 8 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
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  All my transactions are marked as cleared in Simplifi

  Answered ✓ Closed trtrlik 134 views 7 comments 0 points Most recent by trtrlik January 2025Managing Your Transactions
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  Any ideas on how to get rid of this?

  Answered ✓ Closed DannyB 72 views 4 comments 0 points Most recent by DannyB January 2025Troubleshooting
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  Show an icon in the transactions list to indicate manual transactions

  Active EL1234 34 views 5 comments 5 points Most recent by Jenny T December 2024Feature Requests