Transactions

Discussion List

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  PLEASE PLEASE Transactions Only on the Transactions Landing Page (edited)

  Closed D700 47 views 2 comments 0 points Most recent by Coach Natalie June 8Feedback
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  Strategy for importing transactions including transfers

  Closed bobbiesmith 40 views 1 comment 0 points Most recent by SRC54 June 6Managing Your Transactions
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  Strategy for manually importing all my transactions from the start

  Closed bobbiesmith 33 views 1 comment 0 points Most recent by SRC54 June 6Adding and Updating Accounts
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  Duplicate transactions suddenly appeared (edited)

  Closed cowboydude99 406 views 29 comments 1 point Most recent by Coach Natalie June 5Report a Bug
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  New Feature Alert: Enhanced Transaction Search!

  Closed Coach Natalie 406 views 1 comment 4 points Most recent by Coach Natalie June 5Updates From the Product Team
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  Category of 'Shopping' remains in filter results after I change the category (edited)

  Closed KMcK 25 views 1 comment 1 point Most recent by Coach Jon June 4Troubleshooting
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  9

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  Icon to indicate that a transaction was categorized by a Rule (edited)

  Active ejr 57 views 1 comment 9 points Most recent by Micky1701 June 4Feature Requests
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  Simplifi: add a 'description' or 'note' field to each transaction

  Closed KMcK 21 views 1 comment 1 point Most recent by Coach Natalie June 4Managing Your Transactions
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  Pressing tab to get to the next transaction causes the transaction list to scroll down (edited)

  Closed EL1234 62 views 6 comments 0 points Most recent by EL1234 June 4Report a Bug
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  Recurring transfer using old account after updating account in series

  Closed kleind 39 views 3 comments 0 points Most recent by Coach Jon June 4Troubleshooting
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  7
  Splits: Option to always show additional fields (Tags, Exclusions, Note) [edited]

  Completed Closed Roux 43 views 5 comments 7 points Most recent by Roux June 4Feature Requests
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  56

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  Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)

  Active Chris 899 views 36 comments 56 points Most recent by mrzoops June 4Feature Requests
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  8
  Bring the original Reminder back when an incorrectly linked transaction is unlinked (edited)

  Completed Closed ajbopp 114 views 8 comments 8 points Most recent by EL1234 June 4Feature Requests
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  Horizon Credit Union Credit Card Transactions Stopped Downloading (edited)

  Closed dnemecek 98 views 11 comments 0 points Most recent by Coach Jon June 3Adding and Updating Accounts
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  Merged: In June, all May categorizations got corrupted

  Closed aariana 31 views 0 comments 0 points Most recent by aariana June 2Report a Bug
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  Marking a reminder "paid" and then changing the date to the future makes the transaction disappear

  ritaylor 179 views 23 comments 1 point Most recent by msanders93 June 2Report a Bug
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  Merged: Future dated transactions not showing in projected cash flow (edited)

  Closed msanders93 24 views 0 comments 0 points Most recent by msanders93 June 2Troubleshooting
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  Renaming electronic payments (Apple Pay, Toast, Square, etc)

  Closed 1280x720 37 views 1 comment 0 points Most recent by SRC54 June 2Managing Your Transactions
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  8

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  Ability to hide the "Net Worth" and "Reminders" banners in Transaction Activity (edited)

  Active Brian F 208 views 5 comments 8 points Most recent by Mook Mook June 1Feature Requests
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  3

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  Access horizontal scroll bar on bottom of transaction screen without having to scroll down (edited)

  Simpli_User_101 192 views 23 comments 3 points Most recent by DryHeat May 31Feature Requests
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  59

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  Built-in Calculator when Splitting Transactions/in Amount fields [edited] (1 Merged Vote)

  Active Flopbot 799 views 30 comments 59 points Most recent by TiggerTrainer May 29Feature Requests
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  Import transactions from CSV no longer triggering Rules

  Bernardo 391 views 30 comments 0 points Most recent by Heros K2 May 28Report a Bug
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  2

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  Support for bank "Pay Over Time" payment plans (edited)

  Active DigitJedi 12 views 0 comments 2 points Started by DigitJedi May 28 Feature Requests
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  Chart is not updating to reflect transactions in manual asset account (edited)

  Closed cyberstackn 69 views 5 comments 0 points Most recent by Coach Natalie May 28Troubleshooting
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  Are there any plans to support loan transactions?

  Answered ✓ Closed rcortez 25 views 1 comment 0 points Most recent by Coach Natalie May 28Managing Your Transactions
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  Searching transactions on Web loses focus on the Search field while typing (edited)

  Closed TexNolan 126 views 12 comments 0 points Most recent by Coach Natalie May 28Troubleshooting
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  Editing transactions inline on the web app is not saving changes until clicking elsewhere (edited)

  Closed simplify_mn 243 views 27 comments 1 point Most recent by DryHeat May 28Report a Bug
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  199
  Need a 'Select All' and 'Date Range' Filter (edited)

  Completed Closed Drummon1 3.6K views 88 comments 199 points Most recent by Coach Natalie May 27Feature Requests
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  Help tracking third-party rental management fees for my RV business (edited)

  Answered ✓ Closed Brenda1 80 views 8 comments 0 points Most recent by Brenda1 May 27General Troubleshooting