Transactions

Discussion List

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  Convert downloaded transactions to manual transactions when making an account manual (edited)

  Active muel87 53 views 2 comments 0 points Most recent by muel87 April 2024Feature Requests
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  pending transactions

  Closed Djmccurry 72 views 1 comment 0 points Most recent by DannyB April 2024Bills and Income
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  "Sorry, changes could not be saved." message after putting in expense details

  Closed System 11 views 2 comments 0 points Most recent by Coach Kristina April 2024Troubleshooting
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  Capital One Credit Card Payments not posting to Transactions

  Closed WilliamMaykel 54 views 1 comment 0 points Most recent by Coach Kristina April 2024Adding and Updating Accounts
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  Allow direct/deep linking to specific areas of Simplifi - e.g. pre-selected filters (edited)

  Active budgetj75 132 views 7 comments 5 points Most recent by rbw April 2024Feature Requests
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  Transactions automatically being linked with big difference in numbers.

  Closed SGranada 41 views 4 comments 0 points Most recent by SGranada April 2024Troubleshooting
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  Utilities money from roommate not subtracting from whole category

  Answered ✓ Closed peaceloveelina 57 views 2 comments 0 points Most recent by DannyB April 2024Bills and Income
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  Merged: Paypal Mastercard transactions?

  shandranancy 21 views 0 comments 0 points Started by shandranancy April 2024 Troubleshooting
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  I have transactions set up to split where we get cash back (like grocery store split groceries/cash)

  Closed VermillionSands 54 views 6 comments 0 points Most recent by VermillionSands April 2024Getting Started
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  Why is my deposit not showing?

  Closed sunflowermom 37 views 2 comments 0 points Most recent by sunflowermom April 2024Troubleshooting
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  How to include transaction date in downloads?

  Closed year10k 99 views 7 comments 0 points Most recent by DannyB April 2024Using Reports
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  Deduct credit card transactions from my checking account's "available balance" (edited)

  Active onlyme 92 views 8 comments 2 points Most recent by onlyme April 2024Feature Requests
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  American Express Missing Transaction

  Closed Max1223 65 views 1 comment 0 points Most recent by Coach Jon April 2024Troubleshooting
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  how to create a transaction that is not linked to an account?

  Answered ✓ Closed Annie Finch 68 views 2 comments 0 points Most recent by Coach Kristina April 2024Managing Your Transactions
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  I found a bug in refund tracking

  Closed pixie813 52 views 3 comments 0 points Most recent by Coach Jon April 2024Managing Your Transactions
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  Direct to URL with filter unreviewed true doesn't go to the right view

  Closed Alex Pomerenk 21 views 2 comments 0 points Most recent by Coach Jon April 2024Managing Your Transactions
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  Lowe's LAR account missing transactions (edited)

  Closed JTurn 88 views 3 comments 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Why can't I change a category for a transaction and apply that to all transactions for that payee

  Answered ✓ Closed dchernin 290 views 4 comments 0 points Most recent by Clint April 2024Managing Your Transactions
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  Merged: Alliant Visa transactions duplicated for month of Jan ‘24

  simplira 1 view 0 comments 0 points Started by simplira April 2024 Report a Bug
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  Select and delete transaction instead of delete one by one

  Answered ✓ Closed RaidenDog 53 views 1 comment 1 point Most recent by DannyB April 2024Managing Your Transactions
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  Balance with pending is incorrect

  Closed bintalbalad 44 views 1 comment 0 points Most recent by Coach Jon March 2024Troubleshooting
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  Missing transaction detail - Synchrony Amazon Store Card

  Closed laramiles 72 views 5 comments 0 points Most recent by Coach Jon March 2024Report a Bug
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  How to categorize credit card payments?

  Answered ✓ Closed Alex C 241 views 1 comment 0 points Most recent by Coach Jon March 2024Managing Your Transactions
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  Connect 2 accounts from 1 institution to 2 transactions

  Closed bklipper 33 views 5 comments 0 points Most recent by Coach Natalie March 2024Managing Your Transactions
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  Wealthfront cash acc "categories" aren't imported

  Closed joshpfosi 94 views 4 comments 0 points Most recent by joshpfosi March 2024Troubleshooting