Transactions

Discussion List

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  my name is Grace, I'm new (edited)

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

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

  Answered ✓ Closed Springzy 204 views 6 comments 0 points Most recent by Springzy March 2025Adding and Updating Accounts
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  Add Debit / Credit columns (edited)

  Active ccrandall1979 31 views 1 comment 4 points Most recent by Coach Natalie March 2025Feature Requests
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  Is there the ability to search by transaction name only?

  Closed RobWilk 58 views 3 comments 0 points Most recent by RobWilk March 2025Managing Your Transactions
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  MassMutual Federal Credit Union - Credit Card unable to download

  Closed Paul38150 41 views 4 comments 0 points Most recent by Coach Natalie March 2025Managing Your Transactions
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  Mark multiple transactions as reviewed on mobile app?

  Closed seucardsfan 22 views 1 comment 0 points Most recent by Coach Kristina March 2025Managing Your Transactions
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  Linking a transaction to a recurring payment deletes it

  Closed Emacken 48 views 3 comments 0 points Most recent by Coach Jon March 2025Report a Bug
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  Unable to delete future-dated imported transactions (edited)

  Closed EdCallahan 169 views 8 comments 0 points Most recent by Coach Natalie March 2025Troubleshooting
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  Change "Pending" column to an Icon instead of a Word (edited)

  Active Flopbot 109 views 9 comments 10 points Most recent by SRC54 March 2025Feature Requests
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  Transactions not being properly downloaded + pending balance inconsistent (edited)

  Closed ender 261 views 5 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts
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  How do I clear an old pending transaction?

  Answered ✓ Closed ender 97 views 2 comments 0 points Most recent by ender March 2025Troubleshooting
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  Mobile App: Switch order of 'Check #' and 'Attach a file' fields (edited)

  Active Flopbot 6 views 0 comments 2 points Most recent by Flopbot March 2025Feature Requests
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  Importing SQUARE Transactions

  Answered ✓ Closed Jandi Creations 295 views 1 comment 0 points Most recent by Coach Natalie February 2025Managing Your Transactions
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  Merged: Mobile App: Customize transaction swipe functions

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

  Closed Mankow 13 views 1 comment 0 points Most recent by Coach Jon February 2025Bills and Income
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  Target Circle Card, Red Card, Not Showing Pending Transactions

  Closed TiggerTrainer 178 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts
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  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
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  selecting block transactions on payee and amount

  Closed EdCallahan 25 views 2 comments 0 points Most recent by EdCallahan February 2025Managing Your Transactions
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  Accounting for payment now for a future service (like vacation deposit)

  Answered ✓ Closed WMartin 135 views 3 comments 0 points Most recent by RobWilk February 2025Managing Your Transactions
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  Will Future Dated Transactions Eventually Show In The Reminders Tab?

  Closed CHuser 128 views 3 comments 0 points Most recent by DannyB February 2025Troubleshooting
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  Is there a way to have cleared transactions take the updates from pending?

  Closed sygyzy 105 views 9 comments 0 points Most recent by Coach Jon February 2025Managing Your Transactions
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  Venmo transaction - Simplifi creates extra transaction???

  Closed DavidB 275 views 2 comments 0 points Most recent by DavidB February 2025Managing Your Transactions
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  Amex checking transactions showing online transfer instead of detailed info

  Closed simpliplease 254 views 10 comments 1 point Most recent by simpliplease February 2025Adding and Updating Accounts
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  Properly reflecting Rental Income in Simplifi

  Closed Truthsayer 229 views 3 comments 0 points Most recent by ar77 February 2025Adding and Updating Accounts
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  Color code transactions that haven't been manually categorized (aka autocategorized)

  Closed jknutson 22 views 1 comment 1 point Most recent by Coach Jon February 2025Categories and Tags
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  How to stop rule creation when changing category from transaction panel

  Answered ✓ Closed dave32831954 77 views 4 comments 1 point Most recent by dave32831954 February 2025Managing Your Transactions
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  Chase pending charges aren't deleting from Simplifi when gone. Reset Won't Work

  Closed JCG2042 37 views 3 comments 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
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  Handling "Balance Forward" transactions properly

  Closed cweiland 36 views 1 comment 0 points Most recent by SRC54 February 2025Managing Your Transactions