Transactions

Explanation why transactions need to be based on Transaction Purchase dates instead of Posted dates

Closed improvementneed 22 views 1 comment 0 points Most recent by Coach Jon March 5Feedback

Image for "Show Split Items Mode (parent note and split note)" in Web Release 6.9.0 (edited)

Closed Dick_Davis 32 views 4 comments 0 points Most recent by DryHeat March 5Managing Your Transactions

No transactions shown when filtering to personal on mobile (edited)

Closed Lhh 131 views 12 comments 0 points Most recent by Coach Jon March 5General Troubleshooting

1

Mobile App: Ability to scroll, zoom, and view multiple pages in PDF attachments (edited)

newuser482 11 views 1 comment 1 point Most recent by Coach Natalie March 5Feature Requests

4

Prevent automatic edits to Transactions that have been marked as Reviewed

Active EL1234 21 views 3 comments 4 points Most recent by EL1234 March 5Feature Requests

Entering Transactions from Dashboard on Mobile App (edited)

Answered ✓ Closed jbaker5400 11 views 1 comment 0 points Most recent by Coach Natalie March 4Getting Started

Pending and cleared transaction showing as duplicates in Spending Plan

Closed RobI 83 views 9 comments 1 point Most recent by SRC54 March 4Using the Spending Plan

What does "auto match" use to match transactions?

Closed System 42 views 5 comments 0 points Most recent by Coach Natalie March 3Bills and Income

PayPal account does not show most recent posted transactions

Closed Jrunner01 31 views 1 comment 0 points Most recent by Coach Natalie March 2Adding and Updating Accounts

Pending transactions that are linked to recurring don't show as "paid" in Bills & Income (edited)

BenB 94 views 11 comments 2 points Most recent by Coach Natalie March 2Feedback

Merged: Bank Of America No Longer Showing Pending Transactions

Closed MishaM 1 view 0 comments 0 points Most recent by MishaM March 2Report a Bug

199

Need a 'Select All' and 'Date Range' Filter (edited)

Completed Closed Drummon1 3.2K views 82 comments 199 points Most recent by Coach Kristina March 1Feature Requests

4

Ability to bulk edit transaction dates (edited)

Active ryan.ak22 12 views 0 comments 4 points Most recent by ryan.ak22 February 28Feature Requests

Notifications – Transactions Needing Attention - Nothing happens when clicked (edited)

Closed Dick_Davis 21 views 1 comment 0 points Most recent by DryHeat February 28Managing Your Transactions

Social Security numbers visible in Simplifi SS direct deposit transactions

Closed MSM 91 views 11 comments 0 points Most recent by DryHeat February 28Adding and Updating Accounts

5

Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

Completed Closed RockLee 21 views 1 comment 5 points Most recent by Coach Natalie February 27Feature Requests

Transaction search needs reining in

Closed ChattMatt 31 views 3 comments 1 point Most recent by ChattMatt February 26Feedback

Navy Federal (Long-Term issue): Pending transactions "rarely" clear themselves

Closed RobWilk 53 views 2 comments 0 points Most recent by RobWilk February 26Adding and Updating Accounts

Duplicate transactions with reversed amounts (edited)

Closed tannerhodges 23 views 2 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts

Transaction Split feature not working properly

Closed Asher 71 views 2 comments 1 point Most recent by Asher February 23General Troubleshooting

Change category default list to current.

Closed dtorg1955 12 views 1 comment 0 points Most recent by Coach Kristina February 22Managing Your Transactions

1

Undo the need to click twice for changes to save to a transaction (edited)

Active ngzering 21 views 0 comments 1 point Most recent by ngzering February 22Feature Requests

Client Invoicing - Apply Payment of Equal Value Removes Previous Payment From Old Invoices

Closed Dakota 31 views 4 comments 0 points Most recent by Dakota February 21General Troubleshooting

Apply Payment Dialog Always Initializes with "No Open Invoices"

Closed Dakota 21 views 3 comments 0 points Most recent by Coach Jon February 21General Troubleshooting

No recurring transaction indicator

Closed DMarshall 21 views 2 comments 0 points Most recent by DMarshall February 20Report a Bug

Fidelity Elan credit card transaction update delays (edited)

Closed RobI 103 views 13 comments 1 point Most recent by SRC54 February 20Adding and Updating Accounts

Unchecking "Invoice payment" on Split Transaction Always Results In "Uncategorized" Split

Closed Dakota 22 views 1 comment 0 points Most recent by Coach Jon February 20General Troubleshooting

2

Streamline the Category Assignment Process when Getting Started (edited)

Active Caradean28 11 views 0 comments 2 points Most recent by Caradean28 February 20Feature Requests

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

Transactions

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