Transactions

Discussion List

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  Link Part of a Split Transaction to a Recurring Bill [edited] (1 Merged Vote)

  Active ccrawford 594 views 28 comments 90 points Most recent by EL1234 May 6Feature Requests
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  Transfers STILL broken after disappearing transactions fiasco.

  Closed HDmoney 62 views 3 comments 1 point Most recent by Coach Natalie May 6Troubleshooting
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  Add a "Marked as Paid" indicator (edited)

  Active BadgerHat 11 views 1 comment 4 points Most recent by TwelveSilverPennies May 6Feature Requests
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  PayPal Cashback World Mastercard not updating transactions or balance since 3/27 (edited)

  Closed annikalily 195 views 7 comments 0 points Most recent by Devlpr May 5Adding and Updating Accounts
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  Apple Card not bringing in correct “appears on your Apple Card statement as”

  Closed n2it 63 views 11 comments 0 points Most recent by n2it May 5Adding and Updating Accounts
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  Missing Transactions (edited)

  Closed cloud 2K views 149 comments 6 points Most recent by H Folk May 5Report a Bug
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  Manually entered transactions are not being matched to downloaded ones (edited)

  Closed shely6875 95 views 13 comments 0 points Most recent by Coach Jon May 5Troubleshooting
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  Forever Pending Transaction ?

  Answered ✓ Closed neon45 23 views 3 comments 0 points Most recent by neon45 May 5Managing Your Transactions
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  Amex Rewards Checking accounts: mapping of Payee field to Simplifi not correct

  Closed skyblade42 41 views 3 comments 0 points Most recent by Coach Natalie May 4Adding and Updating Accounts
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  Rules aren’t applying to transaction

  Closed hangingchad 33 views 1 comment 0 points Most recent by Coach Natalie May 4Troubleshooting
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  Spending report excludes positive transactions with expense categories (edited)

  Closed Alex K 23 views 1 comment 0 points Most recent by Coach Natalie May 4Using Reports
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  Search for exact amount

  Closed EllieBean 15 views 3 comments 0 points Most recent by DryHeat May 4Managing Your Transactions
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  Target Circle Card not syncing all transactions

  Closed otterbear 45 views 5 comments 0 points Most recent by otterbear May 4Adding and Updating Accounts
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  Add a confirmation dialog before creating new categories from a transaction

  Active EL1234 13 views 3 comments 5 points Most recent by Coach Janean May 3Feature Requests
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  Barclays missing transactions and debits show as credits (edited)

  Closed Pamma 24 views 1 comment 1 point Most recent by Coach Janean May 2Adding and Updating Accounts
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 284 views 32 comments 0 points Most recent by Coach Jon May 1Troubleshooting
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  Car loan is deducted from paycheck - how to track in simplifi? (edited)

  Answered ✓ Closed shely6875 33 views 1 comment 0 points Most recent by EL1234 May 1Bills and Income
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  Moving a transaction to a future date disappears and does not generate a reminder

  nestorbast 545 views 15 comments 1 point Most recent by Coach Natalie May 1Bills and Income
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  Merged: Amex transactions disappeared last night

  Closed John Dressel 31 views 0 comments 0 points Most recent by SRC54 May 1Managing Your Transactions
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  How to not have automatic transfers to savings count as income? (edited)

  Answered ✓ Closed Kelacom 56 views 7 comments 1 point Most recent by DryHeat April 30Categories and Tags
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  "Apply rule to existing transactions" is not working

  Closed cyberstackn 185 views 8 comments 1 point Most recent by Coach Natalie April 30Troubleshooting
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  2
  Transfer Transactions: Remove non-functional "Exclude From Report" option

  Obsolete RobWilk 74 views 5 comments 2 points Most recent by Coach Natalie April 29Feature Requests
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  Recurring Balance Adjustment Transaction "Marked as Paid" NOT excluded from Reports (edited)

  Closed MishaM 24 views 1 comment 0 points Most recent by Coach Jon April 29Troubleshooting
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  41

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  Add a Filter for "Untagged" (edited)

  Active SZR 324 views 17 comments 41 points Most recent by SRC54 April 29Feature Requests
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  Updating transactions re-expands the pending section (edited)

  Closed MorganSD 37 views 6 comments 0 points Most recent by EL1234 April 28Troubleshooting
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  Help importing transactions (edited)

  Closed waysie 15 views 1 comment 0 points Most recent by Coach Jon April 28Managing Your Transactions
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  24

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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 434 views 18 comments 24 points Most recent by EL1234 April 28Feature Requests