Transactions

Discussion List

• 
  Cannot create reminder if “do not show again” selected on reminder notice on mobile (edited)

  Closed Engaiging 81 views 6 comments 0 points Most recent by Coach Natalie January 2025Report a Bug
• 
  4

  Up Down
  Ability to mark transactions as one-time subscriptions (edited)

  Active RobWilk 26 views 1 comment 4 points Most recent by shamil January 2025Feature Requests
• 
  Merged: Refund Tracker, Unable to edit transaction after marked as received

  Closed TiggerTrainer 21 views 0 comments 0 points Most recent by Flopbot January 2025Feedback
• 
  Chase checking account pending balances are multiplied by -1

  Closed tylermdunn 61 views 6 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
• 
  4

  Up Down
  Link to existing recurring: Refine the Recurring Series list to relevant options only (edited)

  Active EL1234 13 views 0 comments 4 points Most recent by EL1234 January 2025Feature Requests
• 
  Extraneous "check numbers" in Citi checking transactions

  Closed ejs 25 views 4 comments 0 points Most recent by ejs January 2025Adding and Updating Accounts
• 
  Manual transaction date

  Closed ejs 11 views 2 comments 0 points Most recent by ejs January 2025Troubleshooting
• 
  5

  Up Down
  Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

  Active tcr000 86 views 6 comments 5 points Most recent by Mysho2 January 2025Feature Requests
• 
  2 different credit cards pulling in same numbers (quicken simplifi) - Discover

  Closed b16707 96 views 6 comments 0 points Most recent by Coach Jon January 2025Report a Bug
• 
  Transaction disappears after linking to reminder

  Closed System 154 views 11 comments 0 points Most recent by Coach Natalie January 2025Report a Bug
• 
  Wells Fargo recognizes direct deposits 2 banking days earlier than the posting of them

  Closed mllcpa 507 views 9 comments 1 point Most recent by Coach Jon January 2025Adding and Updating Accounts
• 
  Allow same transaction spanning multiple accounts to be linked

  Closed Davidd 26 views 1 comment 1 point Most recent by Coach Natalie January 2025Feedback
• 
  How to get Simplifi to download transactions from when my account was not linked (edited)

  Closed dfmarcus03 71 views 4 comments 0 points Most recent by dfmarcus03 January 2025Adding and Updating Accounts
• 
  Chase credit card transaction dates

  Closed mllcpa 115 views 6 comments 0 points Most recent by mllcpa January 2025Adding and Updating Accounts
• 
  QS creating Duplicate Transactions from Health Equity HSA

  Closed Max1223 32 views 2 comments 0 points Most recent by Max1223 January 2025Adding and Updating Accounts
• 
  Slashes in imported transactions

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

  Closed Max1223 97 views 7 comments 0 points Most recent by Max1223 January 2025Report a Bug
• 
  Simplifi Not Updating Transactions for ufcu.org

  Closed BlueGrits 101 views 13 comments 1 point Most recent by Coach Jon January 2025Adding and Updating Accounts
• 
  Transfers detected as withdrawals and income

  Closed MattS 107 views 3 comments 0 points Most recent by RobWilk January 2025Using Transfers
• 
  How do I see a list of Projects that aren't marked with Billable?

  Answered ✓ Closed Flopbot 54 views 5 comments 0 points Most recent by Coach Kristina January 2025General Troubleshooting
• 
  14

  Up Down
  Show "Transfers" or Linked Transactions right next to each other in the Transactions List

  Active System 129 views 12 comments 14 points Most recent by EL1234 January 2025Feature Requests
• 
  Merged: Group Transfers on Transactions List

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

  Closed Rockey 21 views 2 comments 0 points Most recent by Rockey January 2025Troubleshooting
• 
  How Do I Show Pending Transactions?

  Answered ✓ Closed aastol 244 views 6 comments 0 points Most recent by SRC54 January 2025Adding and Updating Accounts
• 
  Changing a payment from pending to cleared

  Answered ✓ Closed sphealing 31 views 1 comment 0 points Most recent by sphealing January 2025General Troubleshooting
• 
  Paypal Extras World Mastercard won't import

  Closed tmbennett55 22 views 1 comment 0 points Most recent by Coach Kristina January 2025Adding and Updating Accounts
• 
  Save button disabled after selecting existing payee

  Closed a3chic9 22 views 1 comment 0 points Most recent by Coach Kristina January 2025Report a Bug
• 
  Apple Daily Cash transactions imported as transfers

  Closed mdleighty 91 views 8 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
• 
  All my transactions are marked as cleared in Simplifi

  Answered ✓ Closed trtrlik 148 views 7 comments 0 points Most recent by trtrlik January 2025Managing Your Transactions
• 
  Any ideas on how to get rid of this?

  Answered ✓ Closed DannyB 71 views 4 comments 0 points Most recent by DannyB January 2025Troubleshooting