Transactions

199

Need a 'Select All' and 'Date Range' Filter (edited)

Completed Closed Drummon1 3.1K views 82 comments 199 points Most recent by Coach Kristina March 1Feature Requests

4

Ability to bulk edit transaction dates (edited)

Active ryan.ak22 18 views 0 comments 4 points Most recent by ryan.ak22 February 28Feature Requests

Notifications – Transactions Needing Attention - Nothing happens when clicked (edited)

Closed Dick_Davis 20 views 1 comment 0 points Most recent by DryHeat February 28Managing Your Transactions

Social Security numbers visible in Simplifi SS direct deposit transactions

Closed MSM 85 views 11 comments 0 points Most recent by DryHeat February 28Adding and Updating Accounts

5

Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

Completed Closed RockLee 21 views 1 comment 5 points Most recent by Coach Natalie February 27Feature Requests

Transaction search needs reining in

Closed ChattMatt 33 views 3 comments 0 points Most recent by ChattMatt February 26Feedback

Navy Federal (Long-Term issue): Pending transactions "rarely" clear themselves

Closed RobWilk 44 views 2 comments 0 points Most recent by RobWilk February 26Adding and Updating Accounts

4

Ability to sort transactions with the same date/Add a sorting logic (edited)

Active RobWilk 21 views 1 comment 4 points Most recent by TXMaverick February 26Feature Requests

Duplicate transactions with reversed amounts (edited)

Closed tannerhodges 22 views 2 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts

Transaction Split feature not working properly

Closed Asher 68 views 2 comments 1 point Most recent by Asher February 23General Troubleshooting

Change category default list to current.

Closed dtorg1955 13 views 1 comment 0 points Most recent by Coach Kristina February 22Managing Your Transactions

1

Undo the need to click twice for changes to save to a transaction (edited)

Active ngzering 24 views 0 comments 1 point Most recent by ngzering February 22Feature Requests

Client Invoicing - Apply Payment of Equal Value Removes Previous Payment From Old Invoices

Closed Dakota 35 views 4 comments 0 points Most recent by Dakota February 21General Troubleshooting

Apply Payment Dialog Always Initializes with "No Open Invoices"

Closed Dakota 30 views 3 comments 0 points Most recent by Coach Jon February 21General Troubleshooting

No recurring transaction indicator

Closed DMarshall 25 views 2 comments 0 points Most recent by DMarshall February 20Report a Bug

Fidelity Elan credit card transaction update delays (edited)

Closed RobI 86 views 13 comments 1 point Most recent by SRC54 February 20Adding and Updating Accounts

Unchecking "Invoice payment" on Split Transaction Always Results In "Uncategorized" Split

Closed Dakota 20 views 1 comment 0 points Most recent by Coach Jon February 20General Troubleshooting

2

Streamline the Category Assignment Process when Getting Started (edited)

Active Caradean28 12 views 0 comments 2 points Most recent by Caradean28 February 20Feature Requests

How to Invoice Clients for Incurred Expenses

Answered ✓ Closed Mortimer Duke 24 views 2 comments 0 points Most recent by Coach Jon February 18Invoices, Estimates, & Sales Receipts

Paperclip Icon in Transaction List (edited)

Closed Spreadsheet Annie 13 views 1 comment 0 points Most recent by Coach Jon February 18Managing Your Transactions

Historical data for some accounts not being pulled in

Closed System 13 views 2 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts

Bilt Rewards - INSTITUTION_NOT_RESPONDING / No transactions (edited)

Closed ambronet 290 views 27 comments 0 points Most recent by Coach Natalie February 18Adding and Updating Accounts

[ONGOING] 2/4/26: Lending Club - Personal & Business Banking - Missing Transactions

Coach Jon 91 views 1 comment 1 point Most recent by Coach Jon February 18Current Online Banking Issues

223

Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

Planned buncha 4.6K views 137 comments 223 points Most recent by BBSD February 18Feature Requests

Marking a reminder "paid" and then changing the date to the future makes the transaction disappear

Closed ritaylor 59 views 15 comments 0 points Most recent by SRC54 February 17Report a Bug

Pending transactions not downloading from Citizens (edited)

Closed amlafleur 20 views 1 comment 0 points Most recent by Coach Natalie February 16Adding and Updating Accounts

26

Convert Reminders to a Transaction on the day they occur [edited] (1 Merged Vote)

Active cwebbs60 1K views 46 comments 26 points Most recent by EL1234 February 16Feature Requests

Stop hiding Venmo by default

Closed bobmablob 31 views 3 comments 0 points Most recent by Coach Natalie February 16Feedback

paycheck sync from gusto

Answered ✓ Closed blamphcore 25 views 1 comment 0 points Most recent by Coach Kristina February 15Bills and Income

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