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Manual transaction date

Closed ejs 14 views 2 comments 0 points Most recent by ejs January 2025Troubleshooting

2 different credit cards pulling in same numbers (quicken simplifi) - Discover

Closed b16707 119 views 6 comments 0 points Most recent by Coach Jon January 2025Report a Bug

Transaction disappears after linking to reminder

Closed System 166 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 532 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 82 views 4 comments 0 points Most recent by dfmarcus03 January 2025Adding and Updating Accounts

Chase credit card transaction dates

Closed mllcpa 134 views 6 comments 0 points Most recent by mllcpa January 2025Adding and Updating Accounts

QS creating Duplicate Transactions from Health Equity HSA

Closed Max1223 34 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 107 views 7 comments 0 points Most recent by Max1223 January 2025Report a Bug

Simplifi Not Updating Transactions for ufcu.org

Closed BlueGrits 112 views 13 comments 1 point Most recent by Coach Jon January 2025Adding and Updating Accounts

Transfers detected as withdrawals and income

Closed MattS 138 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 58 views 5 comments 0 points Most recent by Coach Kristina January 2025General Troubleshooting

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Show "Transfers" or Linked Transactions right next to each other in the Transactions List

Active System 139 views 12 comments 14 points Most recent by EL1234 January 2025Feature Requests

Merged: Group Transfers on Transactions List

Closed Robert H 1 view 0 comments 1 point Most recent by Robert H January 2025Feature Requests

Why can I not mark a refund as reviewed?

Closed Rockey 21 views 2 comments 0 points Most recent by Rockey January 2025Troubleshooting

How Do I Show Pending Transactions?

Answered ✓ Closed aastol 283 views 6 comments 0 points Most recent by SRC54 January 2025Adding and Updating Accounts

Changing a payment from pending to cleared

Answered ✓ Closed sphealing 34 views 1 comment 0 points Most recent by sphealing January 2025General Troubleshooting

Paypal Extras World Mastercard won't import

Closed tmbennett55 23 views 1 comment 0 points Most recent by Coach Kristina January 2025Adding and Updating Accounts

Save button disabled after selecting existing payee

Closed a3chic9 22 views 1 comment 0 points Most recent by Coach Kristina January 2025Report a Bug

Apple Daily Cash transactions imported as transfers

Closed mdleighty 102 views 8 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

All my transactions are marked as cleared in Simplifi

Answered ✓ Closed trtrlik 163 views 7 comments 0 points Most recent by trtrlik January 2025Managing Your Transactions

Any ideas on how to get rid of this?

Answered ✓ Closed DannyB 82 views 4 comments 0 points Most recent by DannyB January 2025Troubleshooting

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