Transactions

Discussion List

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  Merged: Is anyone else having problems editing transactions in Android?

  omega 61 views 0 comments 0 points Started by omega January 2024 Report a Bug
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  Primeway Federal Credit Union Payee column expenses only showing up as "Card Purchase" (edited)

  Closed danieltexas 53 views 1 comment 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
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  Pending Transactions not being counted in Watchlist (edited)

  Closed ajbopp 82 views 6 comments 0 points Most recent by Coach Natalie January 2024Report a Bug
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  Mortgage payment showing as income

  Closed mthoman1 118 views 9 comments 0 points Most recent by Coach Natalie January 2024Managing Your Transactions
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  Future-dating cleared transactions in Simplifi (additional annual spending plan)

  Closed aolafsson 207 views 9 comments 0 points Most recent by Flopbot January 2024Managing Your Transactions
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  Fix Bug: Duplicate Transaction Pulled (with User Transaction Date Change)

  Closed aolafsson 58 views 1 comment 1 point Most recent by Coach Kristina January 2024Adding and Updating Accounts
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  0
  Add a "Notes" field to transactions (edited)

  Already Offered Closed Olyduck 83 views 2 comments 0 points Most recent by Olyduck January 2024Feature Requests
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  Difficulties importing from Mint

  Answered ✓ jph 377 views 4 comments 0 points Most recent by jph January 2024Getting Started
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  Simplifi lets you import duplicates but not reimport after deleting?

  Closed Etch44 166 views 5 comments 1 point Most recent by Lee B January 2024Managing Your Transactions
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  Connected Loan Transactions displayed in "All Transactions" on the mobile app (edited)

  Closed budgetj75 175 views 12 comments 0 points Most recent by budgetj75 January 2024Report a Bug
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  Update: It was just a slow refresh issue. SSN transaction is showing

  Answered ✓ Closed N4KHQ 42 views 2 comments 0 points Most recent by N4KHQ January 2024Managing Your Transactions
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  Allow Split Transactions to contain negative amounts in rows

  Closed CapnWillP 298 views 15 comments 1 point Most recent by SRC54 January 2024Managing Your Transactions
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  Group transfers and related transactions under one line (edited)

  Active Marcin 72 views 3 comments 4 points Most recent by Jurgo January 2024Feature Requests
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  UBS Transactions not downloading (Credit Card and Brokerage Account)

  Closed bealrobe 53 views 2 comments 0 points Most recent by bealrobe January 2024Adding and Updating Accounts
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  How to get Transaction Notes to show up under Reports -> Transaction Activity

  Answered ✓ Closed cycler15 155 views 2 comments 2 points Most recent by cycler15 January 2024Using Reports
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  How to categorize (edited)

  Answered ✓ Closed robynbiener315 63 views 2 comments 0 points Most recent by DannyB January 2024Managing Your Transactions
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  Discover card has correct balance displayed, but no transactions

  Closed Mnewark 441 views 1 comment 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
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  Dashboard showing brokerage transactions as Bills & Payments

  Closed budgetj75 42 views 4 comments 0 points Most recent by budgetj75 January 2024Report a Bug
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  How do I get Simplifi to stop categorizing until I get set up?

  Answered ✓ Closed Puppy Granny 66 views 3 comments 0 points Most recent by Flopbot January 2024Getting Started
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  Discover credit card transactions missing

  Closed Daisy 1.3K views 16 comments 0 points Most recent by Woger January 2024Adding and Updating Accounts
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  Paypal Mastercard Transactions Missing from 01/2023-08/2023

  Answered ✓ Closed ChompalotArt 41 views 1 comment 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
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  Transaction Update is SLOW

  Closed bealrobe 61 views 4 comments 1 point Most recent by bealrobe January 2024Report a Bug
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  Check numbers

  Closed KAO 322 views 8 comments 0 points Most recent by UrsulaA January 2024Managing Your Transactions
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  CSV import leaves out transactions prior to 2020

  Closed dont 64 views 2 comments 0 points Most recent by dont January 2024Managing Your Transactions
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  Simplifi CSV Formatter for Canadians 🇨🇦 (format bank CSV for Simplifi importing)

  Closed Randy1234 82 views 0 comments 1 point Started by Randy1234 January 2024 Adding and Updating Accounts
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  Credit Card

  Answered ✓ Closed rjcherian 166 views 1 comment 0 points Most recent by DannyB January 2024Managing Your Transactions
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  Delays on transaction downloads

  Closed michfromflorida 105 views 1 comment 0 points Most recent by RobWilk January 2024Adding and Updating Accounts
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  Why does a closed bank account show a non-zero balance?

  Answered ✓ Closed perkin-warbeck 202 views 10 comments 0 points Most recent by perkin-warbeck January 2024Troubleshooting