Transactions

Discussion List

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  47

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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 28 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 34 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 115 views 26 comments 0 points Most recent by RobWilk September 5Troubleshooting
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  3

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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 253 views 29 comments 14 points Most recent by EL1234 September 5Feature Requests
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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 450 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 87 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 33 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 81 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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  7

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

  In Review max4 64 views 3 comments 7 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
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  16

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  When bulk editing transactions, don't automatically mark them as 'Reviewed' (edited)

  Active lovetobudget 136 views 5 comments 16 points Most recent by D700 August 18Feature Requests
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  75

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

  Active ccrawford 388 views 23 comments 75 points Most recent by donnajean August 18Feature Requests
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  Transactions Detail Notes

  Closed jimclay75051 17 views 2 comments 0 points Most recent by Flopbot August 16Feedback
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  Deposits download as payments in Simplifi

  Closed Gem club 51 views 6 comments 0 points Most recent by Coach Jon August 16Adding and Updating Accounts
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  New Feature Alert: Notification Settings & Future Transaction Changes

  Closed Coach Natalie 468 views 1 comment 7 points Most recent by Coach Natalie August 16Updates From the Product Team
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  30

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  Add a Filter for "Untagged" (edited)

  Active SZR 245 views 12 comments 30 points Most recent by Mango2024 August 15Feature Requests
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  Why does recent spending include excluded transactions?

  Answered ✓ Closed sarahw 22 views 1 comment 0 points Most recent by Wedo778 August 15Using the Dashboard
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  1

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  Add Additional Options to Transaction History Settings (edited)

  Active today32 57 views 3 comments 1 point Most recent by today32 August 11Feature Requests
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  4

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  Ability to assign different Payees to Split Transactions (edited)

  Active esender 88 views 3 comments 4 points Most recent by esender August 10Feature Requests
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  simplifi changed some transactions to be excluded (edited)

  Closed rcrook1254 21 views 1 comment 0 points Most recent by Coach Jon August 9Troubleshooting
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  Transaction History Settings

  UrsulaA 444 views 20 comments 0 points Most recent by UrsulaA August 8Report a Bug