Transactions

Discussion List

• 
  Merged: See transactions being impacted when bulk applying a new rule

  Closed leothemack 1 view 0 comments 1 point Most recent by leothemack February 2025Feature Requests
• 
  how to save a filter (edited)

  Closed trtrlik 72 views 4 comments 0 points Most recent by DannyB February 2025Managing Your Transactions
• 
  PayPal Credit Transactions Why Everything showing as income

  Closed KJJ 81 views 2 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
• 
  Accounting for HSA Deposits

  Closed ericksonjb 61 views 2 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
• 
  Linking Transactions to Bill Reminders

  Closed TheReal702 411 views 17 comments 1 point Most recent by TheReal702 February 2025Troubleshooting
• 
  Wells Fargo transactions missing

  Closed fcb 232 views 9 comments 0 points Most recent by fcb February 2025Managing Your Transactions
• 
  2

  Up Down
  Group transactions by date instead of listing the date with each transaction (edited)

  Active Flyfisher 21 views 1 comment 2 points Most recent by mmmartian February 2025Feature Requests
• 
  Aramark/random transactions not appearing

  Closed skinnybuddha 1 view 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts
• 
  Simplifi access after account expiration

  Answered ✓ Closed Phlach 284 views 3 comments 0 points Most recent by Coach Kristina February 2025Managing Your Transactions
• 
  5

  Up Down
  "Report" Date for Transactions (Accrual Based Accounting)

  Active gwonky 31 views 0 comments 5 points Most recent by gwonky February 2025Feature Requests
• 
  Cannot create reminder if “do not show again” selected on reminder notice on mobile (edited)

  Closed Engaiging 102 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 42 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 92 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 11 views 0 comments 4 points Most recent by EL1234 January 2025Feature Requests
• 
  Extraneous "check numbers" in Citi checking transactions

  Closed ejs 41 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
• 
  2 different credit cards pulling in same numbers (quicken simplifi) - Discover

  Closed b16707 141 views 6 comments 0 points Most recent by Coach Jon January 2025Report a Bug
• 
  Transaction disappears after linking to reminder

  Closed System 173 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 561 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 23 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 92 views 4 comments 0 points Most recent by dfmarcus03 January 2025Adding and Updating Accounts
• 
  Chase credit card transaction dates

  Closed mllcpa 142 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 11 views 1 comment 0 points Most recent by Coach Jon January 2025Troubleshooting
• 
  Editing multiple Tags not working

  Closed Max1223 144 views 7 comments 0 points Most recent by Max1223 January 2025Report a Bug
• 
  Simplifi Not Updating Transactions for ufcu.org

  Closed BlueGrits 132 views 13 comments 1 point Most recent by Coach Jon January 2025Adding and Updating Accounts
• 
  Transfers detected as withdrawals and income

  Closed MattS 152 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 66 views 5 comments 0 points Most recent by Coach Kristina January 2025General Troubleshooting