Transactions

Discussion List

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  Editing Transaction Errors

  Answered ✓ Closed TeresaM 13 views 1 comment 0 points Most recent by DannyB March 2024Troubleshooting
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  We need the ability to show discount amounts in split transactions (edited)

  Answered ✓ Closed RLF01 62 views 3 comments 1 point Most recent by Coach Kristina March 2024Managing Your Transactions
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  2

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  Make "Transactions" view "stick" to last place in session

  Active dchernin 22 views 0 comments 2 points Started by dchernin March 2024 Feature Requests
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  Merged: Saved Filters in the Transactions view

  TCQY 1 view 0 comments 1 point Started by TCQY March 2024 Feature Requests
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  How to import and connect service without duplicate transactions?

  Answered ✓ Closed Pablo Pennywise 89 views 4 comments 0 points Most recent by UrsulaA March 2024Getting Started
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  2

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  Add the "-" minus sign to expense transactions (edited)

  Active Stella 72 views 7 comments 2 points Most recent by EL1234 March 2024Feature Requests
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  How should I classify contributions to my HSA account?

  Answered ✓ Closed tigercakes 334 views 2 comments 0 points Most recent by ajbopp March 2024Bills and Income
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  Handling Expense Reimbursements

  Closed cowboydude99 499 views 2 comments 0 points Most recent by cowboydude99 March 2024Managing Your Transactions
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  Split transactions across category type

  Answered ✓ Closed Dani2023 176 views 6 comments 0 points Most recent by Dani2023 March 2024Managing Your Transactions
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  what is this and why is it deducting 5.00 constantly?

  Closed sunflowermom 82 views 11 comments 0 points Most recent by Coach Natalie March 2024Adding and Updating Accounts
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  Merged: More detailed Transaction Information

  chris_moceri 1 view 0 comments 0 points Started by chris_moceri March 2024 Feature Requests
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  What is the green check mark? (edited)

  Answered ✓ Closed sunflowermom 589 views 6 comments 0 points Most recent by sunflowermom March 2024Managing Your Transactions
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  Transaction not downloaded from bank

  Closed sunflowermom 117 views 6 comments 0 points Most recent by sunflowermom March 2024Managing Your Transactions
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  Android transaction amount keyboard bug was lost here

  Closed RobWilk 31 views 3 comments 0 points Most recent by RobWilk March 2024Report a Bug
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  How do I link a transaction to a manual liability?

  Answered ✓ Closed lfincher 178 views 1 comment 0 points Most recent by UrsulaA March 2024Adding and Updating Accounts
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  How to add historical car loan data

  Answered ✓ Closed MishaM 63 views 3 comments 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts
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  Bank transaction updates on weekends

  Answered ✓ Closed EDG 84 views 5 comments 0 points Most recent by DannyB March 2024Managing Your Transactions
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  Issues with Saving Progress/Changes?

  Closed LGM 205 views 13 comments 1 point Most recent by Coach Natalie March 2024Report a Bug
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  Can I connect Simplifi to bank account for transaction download? (edited)

  Answered ✓ Closed Val 125 views 7 comments 0 points Most recent by UrsulaA March 2024Getting Started
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  Mobile app: UI Inconsistency

  Closed ajbopp 43 views 2 comments 0 points Most recent by ajbopp March 2024Report a Bug
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  Discover credit card transactions not posting

  Closed Msordinary 61 views 1 comment 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts
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  Tracking Paycheck Deductions

  Closed JoshIAllen 205 views 2 comments 0 points Most recent by Coach Jon March 2024Managing Your Transactions
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  Be able to review multiple transactions at once

  Closed Jakebernardi 47 views 1 comment 1 point Most recent by UrsulaA March 2024Managing Your Transactions
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  Ability to filter transactions by Attachment (edited)

  Active UrsulaA 61 views 1 comment 6 points Most recent by RobWilk March 2024Feature Requests
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  Searching transactions with receipts attached

  Answered ✓ Closed simplira 43 views 3 comments 0 points Most recent by UrsulaA March 2024Managing Your Transactions
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  Linking a manual account.

  Answered ✓ Closed N4KHQ 46 views 1 comment 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts