Transactions

Discussion List

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  Apply Payment Dialog Always Initializes with "No Open Invoices"

  Closed Dakota 26 views 3 comments 0 points Most recent by Coach Jon February 21General Troubleshooting
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  No recurring transaction indicator

  Closed DMarshall 22 views 2 comments 0 points Most recent by DMarshall February 20Report a Bug
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  Fidelity Elan credit card transaction update delays (edited)

  Closed RobI 96 views 13 comments 1 point Most recent by SRC54 February 20Adding and Updating Accounts
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  Unchecking "Invoice payment" on Split Transaction Always Results In "Uncategorized" Split

  Closed Dakota 24 views 1 comment 0 points Most recent by Coach Jon February 20General Troubleshooting
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  Streamline the Category Assignment Process when Getting Started (edited)

  Active Caradean28 11 views 0 comments 2 points Most recent by Caradean28 February 20Feature Requests
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  How to Invoice Clients for Incurred Expenses

  Answered ✓ Closed Mortimer Duke 22 views 2 comments 0 points Most recent by Coach Jon February 18Invoices, Estimates, & Sales Receipts
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  Paperclip Icon in Transaction List (edited)

  Closed Spreadsheet Annie 12 views 1 comment 0 points Most recent by Coach Jon February 18Managing Your Transactions
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  Historical data for some accounts not being pulled in

  Closed System 12 views 2 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Bilt Rewards - INSTITUTION_NOT_RESPONDING / No transactions (edited)

  Closed ambronet 297 views 27 comments 0 points Most recent by Coach Natalie February 18Adding and Updating Accounts
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  [ONGOING] 2/4/26: Lending Club - Personal & Business Banking - Missing Transactions

  Coach Jon 93 views 1 comment 1 point Most recent by Coach Jon February 18Current Online Banking Issues
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  Marking a reminder "paid" and then changing the date to the future makes the transaction disappear

  Closed ritaylor 63 views 15 comments 1 point Most recent by SRC54 February 17Report a Bug
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  Pending transactions not downloading from Citizens (edited)

  Closed amlafleur 22 views 1 comment 0 points Most recent by Coach Natalie February 16Adding and Updating Accounts
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  Stop hiding Venmo by default

  Closed bobmablob 34 views 3 comments 0 points Most recent by Coach Natalie February 16Feedback
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  paycheck sync from gusto

  Answered ✓ Closed blamphcore 22 views 1 comment 0 points Most recent by Coach Kristina February 15Bills and Income
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  NA showing for transaction categories for uncategorized transactions (edited)

  Closed ejs 23 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 24 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 11 views 1 comment 0 points Most recent by SRC54 February 14Troubleshooting
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  Manual Transfer Linking Bug

  Closed N4KHQ 161 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 161 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 124 views 23 comments 0 points Most recent by Coach Jon February 12Adding and Updating Accounts
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  Add an option to expand/collapse all transaction rows (edited)

  Active Money Manager 234 views 20 comments 30 points Most recent by Coach Natalie February 12Feature Requests
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  Transactions Found shows wrong count on mobile (edited)

  Closed davidcwalls 37 views 4 comments 0 points Most recent by Coach Natalie February 12Troubleshooting
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  Split Transaction across multiple months

  Closed DanPC80 21 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 32 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 22 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 22 views 5 comments 0 points Most recent by Coach Jon February 9Managing Your Transactions
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  Add a Check # field to the Create Transaction window (edited)

  dbuelke 51 views 11 comments 5 points Most recent by EL1234 February 8Feature Requests
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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