Transactions

Discussion List

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  Searching for a certain tag doesn't show a sum total (edited)

  Closed andyqq99 26 views 6 comments 0 points Most recent by SRC54 October 5Managing Your Transactions
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  Kohls Credit Card not showing transactions

  Closed MorganG 30 views 3 comments 0 points Most recent by Rick_B October 4Adding and Updating Accounts
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  Amex personal savings account not downloading new transactions

  Closed kiun 70 views 5 comments 0 points Most recent by kiun October 3Adding and Updating Accounts
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  Make the green "Reviewed checkmark" visible from desktop/browser when listing transactions.

  Closed eteam49ers 21 views 3 comments 1 point Most recent by Coach Jon October 2Managing Your Transactions
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  Citibank connection restored but does not download processed transactions

  Closed SDReady 85 views 13 comments 0 points Most recent by Coach Jon October 2Adding and Updating Accounts
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  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Active UrsulaA 14 views 0 comments 6 points Started by UrsulaA October 2 Feature Requests
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  Mobile App: Ability to see transaction 'Notes' in the main transaction view (edited)

  Active Ritland 23 views 1 comment 1 point Most recent by RFC793 October 2Feature Requests
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  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 30 views 3 comments 1 point Most recent by UrsulaA October 1Feature Requests
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  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 36 views 6 comments 0 points Most recent by bcrossman September 30Report a Bug
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  Create a new and separate Cash Transaction that is split from a Cash & ATM withdrawal (edited)

  Active bcrossman 83 views 9 comments 7 points Most recent by bcrossman September 30Feature Requests
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  Chase Bank Transaction Download

  Closed RobertoT 53 views 5 comments 0 points Most recent by RobWilk September 30Adding and Updating Accounts
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  Add Labels to Flags

  Active Flopbot 189 views 14 comments 24 points Most recent by UrsulaA September 29Feature Requests
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  PayPal Credit Transactions Stopped Downloading

  Closed System 672 views 35 comments 0 points Most recent by Coach Kristina September 28Adding and Updating Accounts
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  Add a Notification for new transactions that are posted and need to be reviewed (edited)

  Active Christaaay 245 views 18 comments 12 points Most recent by Christaaay September 27Feature Requests
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  Credit Card transactions missing

  Closed rjbaumgart 67 views 11 comments 0 points Most recent by Coach Jon September 26Troubleshooting
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  Multiple credit card transactions suddenly appearing in Simplifi that don't seem to be mine

  Closed Jbono 42 views 2 comments 0 points Most recent by Coach Jon September 26Adding and Updating Accounts
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  Simplifi creating spurious "series" transaction

  Closed DavidB 61 views 5 comments 0 points Most recent by Coach Jon September 26Report a Bug
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  Mobile App: Ability to sort and filter the Transaction Activity in Reports (edited)

  Active LakGoy 13 views 0 comments 1 point Started by LakGoy September 25 Feature Requests
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  Ability to create a transaction from a Reminder (edited)

  Active dougieINFJ 544 views 26 comments 53 points Most recent by Arrowhead Adam September 24Feature Requests
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  How to get data over 90 days old? (edited)

  Answered ✓ Closed Redfourjohnd 50 views 2 comments 0 points Most recent by Coach Natalie September 23Getting Started
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  Flag Uses - Exclude tags from reports and track investment income

  Closed UrsulaA 18 views 0 comments 0 points Started by UrsulaA September 23 FAQ Section
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  Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

  Active RockLee 17 views 0 comments 5 points Started by RockLee September 22 Feature Requests
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  Citi Cards (Home Depot and Shell) FDP-102

  Closed damnedxer 59 views 3 comments 0 points Most recent by damnedxer September 20Adding and Updating Accounts
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  Matches wrong existing transaction (Transfer/Payment)

  Closed RobWilk 25 views 3 comments 0 points Most recent by Coach Jon September 18Report a Bug
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  Fidelity Accounts - Finicity Transaction download

  Closed JimM 58 views 3 comments 0 points Most recent by Coach Natalie September 17Adding and Updating Accounts
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  Default account for manual transaction entry

  Closed ejs 42 views 6 comments 0 points Most recent by ejs September 17Managing Your Transactions
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  Display future-dated transactions/reminders in account registers [edited] (1 Merged Vote)

  Active Tickko 1.3K views 30 comments 55 points Most recent by asheroto September 16Feature Requests