Transactions

Discussion List

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  Reviewing Multiple Transactions at Once

  Closed aalstot 84 views 1 comment 1 point Most recent by Coach Natalie February 2023Managing Your Transactions
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  Shared Expenses - A possible solution

  Closed inspector_gadget 637 views 2 comments 0 points Most recent by Coach Natalie February 2023Feedback
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  3.69 broke the 'Create Transaction' modal for splits (edited)

  Closed MrGood 385 views 20 comments 0 points Most recent by bears007 February 2023Report a Bug
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  Ignore part of a transaction?

  Answered ✓ Closed myllanac 119 views 2 comments 0 points Most recent by Flopbot February 2023Managing Your Transactions
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  #TipTuesday: Flagging transactions for later review

  Closed Coach Natalie 384 views 3 comments 0 points Most recent by MrGood February 2023FAQ Section
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  Show Recent/past activity and upcoming/future transactions in a single view

  Closed Jeannette 42 views 3 comments 0 points Most recent by Coach Natalie February 2023Report a Bug
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  How do I handle employer 401k contributions?

  Answered ✓ Closed theoracle39 1.4K views 4 comments 2 points Most recent by Coach Natalie February 2023Investments
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  Missing pending transactions that are included in the balance is messing up cash flow (edited)

  Answered ✓ Closed tsnyder91 1.7K views 19 comments 0 points Most recent by tsnyder91 February 2023Feedback
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  Merged: [Bug] Can't save transaction when uploading attachment

  System 1 view 0 comments 0 points Started by System February 2023 Report a Bug
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  Merged: [Bug] Transaction attachments clipped out of view

  bears007 1 view 0 comments 0 points Started by bears007 February 2023 Report a Bug
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  For the manual users

  Closed Scotty Mac 589 views 7 comments 0 points Most recent by DannyB February 2023Feedback
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  How do I ignore investment account transactions from spending reports

  Answered ✓ Closed jcwmoore 280 views 1 comment 0 points Most recent by HuntlyHome February 2023Managing Your Transactions
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  Net a positive & negative category spend in a split transaction

  Closed BRK 126 views 1 comment 0 points Most recent by Coach Natalie February 2023Feedback
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  Money transferred from checking to investment account not showing in holdings

  Closed theoracle39 168 views 2 comments 0 points Most recent by Coach Natalie February 2023Investments
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  Transactions names arrive in Simplifi with a space in the middle - Why?

  Closed Mauritz307 62 views 13 comments 0 points Most recent by Coach Natalie February 2023Troubleshooting
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  Transfers with different dates are not linking

  Answered ✓ Closed atp 150 views 2 comments 0 points Most recent by Flopbot January 2023Managing Your Transactions
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  Bank of the west - no transactions

  Closed ELS 42 views 1 comment 0 points Most recent by Coach Natalie January 2023Adding and Updating Accounts
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  Splitting Bills and Expenses; Paid Back in Venmo

  Answered ✓ Closed corgisimo 231 views 2 comments 0 points Most recent by corgisimo January 2023Managing Your Transactions
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  Transaction categories, names, notes and review flags being reset

  Closed thsourg 73 views 3 comments 0 points Most recent by thsourg January 2023Report a Bug
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  Merged: Turn on/off autoclassification on new transactions

  ryan-2022-2022 1 view 0 comments 1 point Started by ryan-2022-2022 January 2023 Feature Requests
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  Ghost transactions in Transactions List

  Closed jorder 32 views 1 comment 0 points Most recent by Coach Natalie January 2023Report a Bug
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  Pending Transactions don't match up in Bank download

  Closed SRC54 346 views 40 comments 0 points Most recent by SRC54 January 2023Managing Your Transactions
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  Ability to track tips (edited)

  Active thsourg 34 views 0 comments 1 point Started by thsourg January 2023 Feature Requests
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  Adjustable resizable columns in web application

  Closed Chrobrego 165 views 3 comments 1 point Most recent by Coach Natalie January 2023Feedback
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  How do I clear a refund on a CC?

  Answered ✓ Closed Merlot10 146 views 5 comments 0 points Most recent by Merlot10 January 2023Getting Started
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  I would like to record a check No in my transactions, How do I do it?

  Answered ✓ Closed XJarhead 99 views 3 comments 0 points Most recent by Flopbot January 2023Managing Your Transactions
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  Lag while updating fields

  Closed Simon Jemani 123 views 3 comments 0 points Most recent by Coach Natalie January 2023Report a Bug
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  Mobile App: Stay at or near historical transaction after updating it (edited)

  Closed Tbone 92 views 3 comments 1 point Most recent by Coach Natalie January 2023Report a Bug
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  Linked transactions are reverting to unlinked and the downloaded register entry is missing

  Closed Mike T 156 views 18 comments 0 points Most recent by Mike T January 2023Report a Bug