Transactions

Discussion List

• 
  Missing transactions

  Closed todd.r.king61 275 views 16 comments 0 points Most recent by DryHeat March 2025Report a Bug
• 
  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
• 
  Missing Transactions (monthly re-occurrence)

  Closed BlueGrits 26 views 3 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts
• 
  QBP - How best to track Personal payment to cover Business transactions?

  Closed Flopbot 110 views 4 comments 0 points Most recent by Coach Kristina March 2025General Troubleshooting
• 
  Split transactions changing dates

  Closed asm 34 views 1 comment 0 points Most recent by Flopbot March 2025Managing Your Transactions
• 
  my name is Grace, I'm new (edited)

  Closed ngoducke1621 64 views 4 comments 1 point Most recent by Coach Kristina March 2025Introduce yourself!
• 
  When typing into the transactions search field, field blurs (unfocuses) as soon as results are found

  Closed jfrizz 2 views 1 comment 0 points Most recent by RobWilk March 2025Report a Bug
• 
  Do we have the ability to remove an account without removing the past transactions?

  Answered ✓ Closed Springzy 190 views 6 comments 0 points Most recent by Springzy March 2025Adding and Updating Accounts
• 
  4

  Up Down
  Add Debit / Credit columns (edited)

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

  Closed RobWilk 56 views 3 comments 0 points Most recent by RobWilk March 2025Managing Your Transactions
• 
  MassMutual Federal Credit Union - Credit Card unable to download

  Closed Paul38150 45 views 4 comments 0 points Most recent by Coach Natalie March 2025Managing Your Transactions
• 
  Mark multiple transactions as reviewed on mobile app?

  Closed seucardsfan 27 views 1 comment 0 points Most recent by Coach Kristina March 2025Managing Your Transactions
• 
  Linking a transaction to a recurring payment deletes it

  Closed Emacken 46 views 3 comments 0 points Most recent by Coach Jon March 2025Report a Bug
• 
  Unable to delete future-dated imported transactions (edited)

  Closed EdCallahan 158 views 8 comments 0 points Most recent by Coach Natalie March 2025Troubleshooting
• 
  10

  Up Down
  Change "Pending" column to an Icon instead of a Word (edited)

  Active Flopbot 103 views 9 comments 10 points Most recent by SRC54 March 2025Feature Requests
• 
  Transactions not being properly downloaded + pending balance inconsistent (edited)

  Closed ender 251 views 5 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts
• 
  How do I clear an old pending transaction?

  Answered ✓ Closed ender 95 views 2 comments 0 points Most recent by ender March 2025Troubleshooting
• 
  2

  Up Down
  Mobile App: Switch order of 'Check #' and 'Attach a file' fields (edited)

  Active Flopbot 5 views 0 comments 2 points Most recent by Flopbot March 2025Feature Requests
• 
  Importing SQUARE Transactions

  Answered ✓ Closed Jandi Creations 290 views 1 comment 0 points Most recent by Coach Natalie February 2025Managing Your Transactions
• 
  Merged: Mobile App: Customize transaction swipe functions

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

  Closed Mankow 15 views 1 comment 0 points Most recent by Coach Jon February 2025Bills and Income
• 
  Target Circle Card, Red Card, Not Showing Pending Transactions

  Closed TiggerTrainer 162 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts
• 
  Unable to download transactions from TD Bank (edited)

  Closed Anthony S 165 views 8 comments 0 points Most recent by Anthony S February 2025Adding and Updating Accounts
• 
  selecting block transactions on payee and amount

  Closed EdCallahan 26 views 2 comments 0 points Most recent by EdCallahan February 2025Managing Your Transactions
• 
  Accounting for payment now for a future service (like vacation deposit)

  Answered ✓ Closed WMartin 116 views 3 comments 0 points Most recent by RobWilk February 2025Managing Your Transactions
• 
  Will Future Dated Transactions Eventually Show In The Reminders Tab?

  Closed CHuser 123 views 3 comments 0 points Most recent by DannyB February 2025Troubleshooting
• 
  Is there a way to have cleared transactions take the updates from pending?

  Closed sygyzy 93 views 9 comments 0 points Most recent by Coach Jon February 2025Managing Your Transactions
• 
  Venmo transaction - Simplifi creates extra transaction???

  Closed DavidB 264 views 2 comments 0 points Most recent by DavidB February 2025Managing Your Transactions
• 
  Amex checking transactions showing online transfer instead of detailed info

  Closed simpliplease 244 views 10 comments 1 point Most recent by simpliplease February 2025Adding and Updating Accounts