Transactions

Discussion List

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  114

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  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  In Review 2sonsjim 1.2K views 48 comments 114 points Most recent by EL1234 February 15Feature Requests
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  NA showing for transaction categories for uncategorized transactions (edited)

  Closed ejs 27 views 2 comments 0 points Most recent by ejs February 14Report a Bug
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  When Simplifi's and the Bank's Balances Differ?

  Closed Mortimer Duke 22 views 2 comments 0 points Most recent by Mortimer Duke February 14Adding and Updating Accounts
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  Mouse scrolling while in Transaction Activity Screen

  Closed David Dorsey 16 views 1 comment 0 points Most recent by SRC54 February 14Troubleshooting
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  Manual Transfer Linking Bug

  Closed N4KHQ 160 views 22 comments 0 points Most recent by N4KHQ February 13Troubleshooting
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  26
  Ability to Filter Transactions by an Amount Range (edited)

  Completed Closed Money Manager 163 views 9 comments 26 points Most recent by Coach Natalie February 12Feature Requests
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  It's taking at least 2 business days for my bank transactions to show - First National Bank of Omaha

  Closed Ann2020 123 views 23 comments 0 points Most recent by Coach Jon February 12Adding and Updating Accounts
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  29

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  Add an option to expand/collapse all transaction rows (edited)

  Active Money Manager 229 views 20 comments 29 points Most recent by Coach Natalie February 12Feature Requests
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  Transactions Found shows wrong count on mobile (edited)

  Closed davidcwalls 38 views 4 comments 0 points Most recent by Coach Natalie February 12Troubleshooting
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  Split Transaction across multiple months

  Closed DanPC80 27 views 3 comments 0 points Most recent by EL1234 February 12Managing Your Transactions
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  New Feature Alert: Transaction List Update!

  Closed Coach Natalie 1.1K views 3 comments 5 points Most recent by Coach Natalie February 12Updates From the Product Team
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  How do I apply electric and internet portions to a rental payment? (edited)

  Answered ✓ Closed CCJ 30 views 2 comments 0 points Most recent by Coach Jon February 11General Troubleshooting
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  How to export Check Numbers? (edited)

  Answered ✓ Closed Mtnus 31 views 2 comments 0 points Most recent by Mtnus February 11General Troubleshooting
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  Lending Club transactions not updating (edited)

  Closed eecalo 20 views 1 comment 0 points Most recent by Coach Jon February 9Adding and Updating Accounts
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  Payment showing as a +

  Closed Tami07 28 views 5 comments 0 points Most recent by Coach Jon February 9Managing Your Transactions
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  5

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  Add a Check # field to the Create Transaction window (edited)

  dbuelke 56 views 11 comments 5 points Most recent by EL1234 February 8Feature Requests
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  9

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  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 71 views 4 comments 9 points Most recent by sbennet1 February 8Feature Requests
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  No PayPal transactions have downloaded since October

  Closed System 25 views 4 comments 0 points Most recent by Coach Kristina February 7Adding and Updating Accounts
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  How can I make Quicken automatically put transactions in the right category?

  Closed euphonia 60 views 5 comments 0 points Most recent by DryHeat February 7Managing Your Transactions
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  101
  Ability to create a transaction from a Reminder (edited)

  Completed Closed dougieINFJ 1.7K views 81 comments 101 points Most recent by Jenny T February 6Feature Requests
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  Cannot "clear" a transaction that was created via a transfer within a split

  Closed EL1234 40 views 5 comments 0 points Most recent by EL1234 February 5Troubleshooting
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  Payee names not updated once transactions are downloaded into Simplifi

  Closed PatLamb99 38 views 4 comments 0 points Most recent by PatLamb99 February 5Troubleshooting
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  Split Transaction view has reduced Category field (edited)

  Closed Dick_Davis 66 views 8 comments 0 points Most recent by Coach Jon February 5Report a Bug
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  How are we to use the new "Unpaid" field now available in the register?

  Closed DryHeat 23 views 2 comments 0 points Most recent by DryHeat February 3Managing Your Transactions
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  Issue downloading splits to CSV (edited)

  Closed gfrascione 21 views 1 comment 0 points Most recent by Coach Natalie February 3Troubleshooting
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  Target Circle Card sync downloads a fake $0 transaction (edited)

  Closed maxvv 42 views 9 comments 0 points Most recent by EL1234 February 3Adding and Updating Accounts
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  2

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  Ability to filter transactions by day of month (edited)

  Active sbennet1 32 views 3 comments 2 points Most recent by sbennet1 February 3Feature Requests
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  3

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  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 15 views 0 comments 3 points Most recent by tmucsu February 2Feature Requests
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  Synchrony Credit Card Accounts: Reversed Balances / Transactions

  Closed Mr_C_Kent 20 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts