Transactions

Discussion List

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  Match Pending Manual Transaction to Downloaded Transaction

  Answered ✓ Closed EllieBean 58 views 3 comments 1 point Most recent by EL1234 September 2024Managing Your Transactions
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  Web: Auto complete on category a little messed up

  Closed RobWilk 232 views 26 comments 0 points Most recent by RobWilk September 2024Troubleshooting
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  14
  Customizable Columns in the Spending Plan (edited)

  Completed Closed EL1234 344 views 29 comments 14 points Most recent by EL1234 September 2024Feature Requests
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  Why don't Chase transaction dates in Simplifi match the bank's dates (edited)

  Closed cowboydude99 541 views 46 comments 0 points Most recent by RobWilk September 2024Adding and Updating Accounts
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  CU balance updates but not transactions, make cash flow projection useless

  Closed everydave 152 views 9 comments 0 points Most recent by everydave September 2024Projected Cash Flow
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  Top 10 Transaction and Account Management Feature Requests

  Closed UrsulaA 42 views 0 comments 1 point Most recent by UrsulaA August 2024FAQ Section
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  Merged: Bulk delete imported NA / Unknown tags

  DiZzyDMon 1 view 0 comments 2 points Most recent by DiZzyDMon August 2024Feature Requests
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  PayPal Credit displaying PayPal transactions

  Closed Naviathan 193 views 11 comments 1 point Most recent by Naviathan August 2024Adding and Updating Accounts
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  Merged: Add a capability to duplicate a transaction

  smitp111 1 view 0 comments 1 point Most recent by smitp111 August 2024Feature Requests
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  Missing transactions

  Answered ✓ Closed rcrook1254 57 views 3 comments 0 points Most recent by UrsulaA August 2024Report a Bug
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  14

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  Don't force Linked Transfer Transactions to have the same date (edited)

  In Review max4 78 views 3 comments 14 points Most recent by quick username August 2024Feature Requests
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  Similar transactions show the wrong date

  Closed quick username 35 views 4 comments 0 points Most recent by quick username August 2024Troubleshooting
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  Check # Field: Share your feedback here!

  Closed Coach Natalie 167 views 13 comments 1 point Most recent by Coach Natalie August 2024Feedback
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  Transactions Detail Notes

  Closed jimclay75051 12 views 2 comments 0 points Most recent by Flopbot August 2024Feedback
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  Deposits download as payments in Simplifi

  Closed Gem club 54 views 6 comments 0 points Most recent by Coach Jon August 2024Adding and Updating Accounts
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  New Feature Alert: Notification Settings & Future Transaction Changes

  Closed Coach Natalie 542 views 1 comment 7 points Most recent by Coach Natalie August 2024Updates From the Product Team
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  36

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  Add a Filter for "Untagged" (edited)

  Active SZR 305 views 12 comments 36 points Most recent by Mango2024 August 2024Feature Requests
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  Why does recent spending include excluded transactions?

  Answered ✓ Closed sarahw 22 views 1 comment 0 points Most recent by Wedo778 August 2024Using the Dashboard
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  1

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  Add Additional Options to Transaction History Settings (edited)

  Active today32 75 views 3 comments 1 point Most recent by today32 August 2024Feature Requests
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  simplifi changed some transactions to be excluded (edited)

  Closed rcrook1254 24 views 1 comment 0 points Most recent by Coach Jon August 2024Troubleshooting
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  16

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  When clicking on "category" drop down, the current selected category should be auto-highlighted

  Active nichodamous 212 views 11 comments 16 points Most recent by Motty August 2024Feature Requests
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  Apple Card Manual CVS Import Not Working

  Closed grc 43 views 3 comments 0 points Most recent by UrsulaA August 2024Troubleshooting
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  Recurring Bill not showing in pending transactions (edited)

  Closed EllieBean 23 views 5 comments 0 points Most recent by RobWilk August 2024Managing Your Transactions
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  Imported transactions not showing under Transaction Activity (edited)

  Closed pixie813 36 views 2 comments 0 points Most recent by UrsulaA August 2024Troubleshooting
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  Discover Checking Pending Transactions come in as cleared

  Closed Freebanana 35 views 3 comments 0 points Most recent by Coach Natalie August 2024Adding and Updating Accounts
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  Chase Amazon Prime card only pulls in payments (edited)

  Closed Gabe 391 views 19 comments 0 points Most recent by Coach Natalie August 2024Adding and Updating Accounts
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  Fidelity Account via Finicity (Akoya) does not include Transaction history

  Closed djhadams 389 views 10 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts