Transactions

Discussion List

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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 60 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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  55

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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
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  103

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  Ability to Link multiple Transactions to a single Recurring Bill at one time (edited)

  Active EODelf 1.6K views 47 comments 103 points Most recent by lexyqtpi September 14Feature Requests
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  12

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

  Active Money Manager 123 views 10 comments 12 points Most recent by DannyB September 14Feature Requests
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  Merged: Close / Open all month transaction tabs

  KDC1996 6 views 0 comments 2 points Started by KDC1996 September 12 Feature Requests
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  Issues with bulk un-excluding transactions

  System 87 views 8 comments 0 points Most recent by Coach Natalie September 12Report a Bug
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  Way to track warranty and export warranty report

  Closed BadgerHat 14 views 2 comments 0 points Most recent by EL1234 September 9Feedback
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  Is there a way to manually enter a transaction that is listed as a reminder? (edited)

  Answered ✓ Closed rskolin 59 views 7 comments 0 points Most recent by EL1234 September 9Using the Spending Plan
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  Be able to link transactions to your goals

  Closed BrittLew 18 views 1 comment 0 points Most recent by UrsulaA September 8Feedback
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  Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

  Active WWi 1.8K views 28 comments 47 points Most recent by am21 September 6Feature Requests
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  A Tale of Two Checking Accounts

  Closed SRC54 27 views 2 comments 1 point Most recent by SRC54 September 6Adding and Updating Accounts
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  Match Pending Manual Transaction to Downloaded Transaction

  Answered ✓ Closed EllieBean 32 views 3 comments 0 points Most recent by EL1234 September 6Managing Your Transactions
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  Web: Auto complete on category a little messed up

  Closed RobWilk 109 views 26 comments 0 points Most recent by RobWilk September 5Troubleshooting
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  If Payee is new, set Category to Uncategorized

  Active DavidB 13 views 0 comments 3 points Started by DavidB September 5 Feature Requests
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  14
  Customizable Columns in the Spending Plan (edited)

  Completed Closed EL1234 250 views 29 comments 14 points Most recent by EL1234 September 5Feature Requests
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  4

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

  Active UrsulaA 25 views 3 comments 4 points Most recent by EL1234 September 5Feature Requests
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  Why don't Chase transaction dates in Simplifi match the bank's dates (edited)

  Closed cowboydude99 447 views 46 comments 0 points Most recent by RobWilk September 4Adding and Updating Accounts
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  CU balance updates but not transactions, make cash flow projection useless

  Closed everydave 84 views 9 comments 0 points Most recent by everydave September 3Projected Cash Flow
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  Top 10 Transaction and Account Management Feature Requests

  Closed UrsulaA 32 views 0 comments 1 point Started by UrsulaA August 30 FAQ Section
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  Merged: Bulk delete imported NA / Unknown tags

  DiZzyDMon 4 views 0 comments 2 points Started by DiZzyDMon August 24 Feature Requests
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  PayPal Credit displaying PayPal transactions

  Closed Naviathan 76 views 11 comments 1 point Most recent by Naviathan August 23Adding and Updating Accounts
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  Merged: Add a capability to duplicate a transaction

  smitp111 3 views 0 comments 1 point Started by smitp111 August 23 Feature Requests
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  Missing transactions

  Answered ✓ Closed rcrook1254 43 views 3 comments 0 points Most recent by UrsulaA August 21Report a Bug
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  6

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  Don't force Linked Transfer Transactions to have the same date (edited)

  In Review max4 64 views 3 comments 6 points Most recent by quick username August 20Feature Requests
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  Similar transactions show the wrong date

  Closed quick username 29 views 4 comments 0 points Most recent by quick username August 20Troubleshooting
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  Check # Field: Share your feedback here!

  Closed Coach Natalie 129 views 13 comments 1 point Most recent by Coach Natalie August 19Feedback