Transactions

Discussion List

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  Merged: Idea: Transaction view Cleared and Pending balance

  pawebb 11 views 0 comments 0 points Most recent by pawebb August 2023Feature Requests
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  9

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  Collapse all previous months by default when viewing transactions on the Web App (edited)

  Active pawebb 51 views 0 comments 9 points Most recent by pawebb August 2023Feature Requests
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  1
  Ability to create transfers to/from internal Simplifi accounts (edited)

  Already Offered Closed avihawver 111 views 1 comment 1 point Most recent by Coach Natalie July 2023Feature Requests
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  0

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  Export a single month of transactions but only category totals

  Active rickhon 61 views 1 comment 0 points Most recent by Coach Natalie July 2023Feature Requests
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  4
  Ability to exclude Loan Account Transactions from Reports, or allow them to be edited (edited)

  Completed Closed aaron 61 views 3 comments 4 points Most recent by Coach Natalie June 2023Feature Requests