Transactions

Discussion List

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  4
  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Completed Closed UrsulaA 40 views 5 comments 4 points Most recent by EL1234 March 10Feature Requests
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  2
  Web App: Display the full category path when searching the categories list on transactions

  Completed Closed asheroto 42 views 3 comments 2 points Most recent by bobthemoneyguy March 9Feature Requests
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  6

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  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 72 views 4 comments 6 points Most recent by Jds March 8Feature Requests
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  54

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  Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)

  Active Chris 722 views 35 comments 54 points Most recent by EL1234 March 8Feature Requests
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  Split transactions still don't have a notes section or ability to exclude (edited)

  Closed Silverthorne 27 views 1 comment 1 point Most recent by Coach Kristina March 7Managing Your Transactions
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  Merged: No longer seeing "pending" transactions at the top of the register

  Closed nicko 51 views 0 comments 0 points Most recent by LW2000 March 6Managing Your Transactions
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  Explanation why transactions need to be based on Transaction Purchase dates instead of Posted dates

  Closed improvementneed 22 views 1 comment 0 points Most recent by Coach Jon March 5Feedback
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  Image for "Show Split Items Mode (parent note and split note)" in Web Release 6.9.0 (edited)

  Closed Dick_Davis 33 views 4 comments 0 points Most recent by DryHeat March 5Managing Your Transactions
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  No transactions shown when filtering to personal on mobile (edited)

  Closed Lhh 134 views 12 comments 0 points Most recent by Coach Jon March 5General Troubleshooting
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  1

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  Mobile App: Ability to scroll, zoom, and view multiple pages in PDF attachments (edited)

  newuser482 11 views 1 comment 1 point Most recent by Coach Natalie March 5Feature Requests
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  4

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  Prevent automatic edits to Transactions that have been marked as Reviewed

  Active EL1234 23 views 3 comments 4 points Most recent by EL1234 March 5Feature Requests
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  Entering Transactions from Dashboard on Mobile App (edited)

  Answered ✓ Closed jbaker5400 13 views 1 comment 0 points Most recent by Coach Natalie March 4Getting Started
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  Pending and cleared transaction showing as duplicates in Spending Plan

  Closed RobI 85 views 9 comments 1 point Most recent by SRC54 March 4Using the Spending Plan
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  What does "auto match" use to match transactions?

  Closed System 43 views 5 comments 0 points Most recent by Coach Natalie March 3Bills and Income
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  PayPal account does not show most recent posted transactions

  Closed Jrunner01 34 views 1 comment 0 points Most recent by Coach Natalie March 2Adding and Updating Accounts
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  Pending transactions that are linked to recurring don't show as "paid" in Bills & Income (edited)

  BenB 91 views 11 comments 2 points Most recent by Coach Natalie March 2Feedback
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  Merged: Bank Of America No Longer Showing Pending Transactions

  Closed MishaM 1 view 0 comments 0 points Most recent by MishaM March 2Report a Bug
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  199
  Need a 'Select All' and 'Date Range' Filter (edited)

  Completed Closed Drummon1 3.2K views 82 comments 199 points Most recent by Coach Kristina March 1Feature Requests
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  4

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  Ability to bulk edit transaction dates (edited)

  Active ryan.ak22 12 views 0 comments 4 points Most recent by ryan.ak22 February 28Feature Requests
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  Notifications – Transactions Needing Attention - Nothing happens when clicked (edited)

  Closed Dick_Davis 22 views 1 comment 0 points Most recent by DryHeat February 28Managing Your Transactions
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  Social Security numbers visible in Simplifi SS direct deposit transactions

  Closed MSM 94 views 11 comments 0 points Most recent by DryHeat February 28Adding and Updating Accounts
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  5
  Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

  Completed Closed RockLee 21 views 1 comment 5 points Most recent by Coach Natalie February 27Feature Requests
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  Transaction search needs reining in

  Closed ChattMatt 33 views 3 comments 1 point Most recent by ChattMatt February 26Feedback
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  Navy Federal (Long-Term issue): Pending transactions "rarely" clear themselves

  Closed RobWilk 53 views 2 comments 0 points Most recent by RobWilk February 26Adding and Updating Accounts
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  Duplicate transactions with reversed amounts (edited)

  Closed tannerhodges 21 views 2 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts
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  Transaction Split feature not working properly

  Closed Asher 74 views 2 comments 1 point Most recent by Asher February 23General Troubleshooting
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  Change category default list to current.

  Closed dtorg1955 12 views 1 comment 0 points Most recent by Coach Kristina February 22Managing Your Transactions
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  Undo the need to click twice for changes to save to a transaction (edited)

  Active ngzering 24 views 0 comments 1 point Most recent by ngzering February 22Feature Requests
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  Client Invoicing - Apply Payment of Equal Value Removes Previous Payment From Old Invoices

  Closed Dakota 32 views 4 comments 0 points Most recent by Dakota February 21General Troubleshooting