Transactions

Discussion List

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  QS creating Duplicate Transactions from Health Equity HSA

  Closed Max1223 38 views 2 comments 0 points Most recent by Max1223 January 2025Adding and Updating Accounts
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  Slashes in imported transactions

  Closed AllCdnBoy 15 views 1 comment 0 points Most recent by Coach Jon January 2025Troubleshooting
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  Editing multiple Tags not working

  Closed Max1223 96 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 94 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 100 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 57 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 121 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 24 views 2 comments 0 points Most recent by Rockey January 2025Troubleshooting
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  How Do I Show Pending Transactions?

  Answered ✓ Closed aastol 237 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 182 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 20 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 23 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 62 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 141 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 75 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 42 views 5 comments 5 points Most recent by Jenny T December 2024Feature Requests
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  [ONGOING] 12/05/24: Issue with editing pending/cleared Transactions into Bill Reminders

  Coach Jon 688 views 1 comment 0 points Most recent by Coach Jon December 2024Known Product Issues