Transactions

Fidelity Account via Finicity (Akoya) does not include Transaction history

Closed djhadams 218 views 10 comments 0 points Most recent by Coach Natalie July 31Adding and Updating Accounts

Filter query parameters not respected on transactions page

Closed fjosdasdfas 19 views 3 comments 0 points Most recent by Coach Jon July 30Report a Bug

Citibank account - transaction just vanished in Quicken.

Closed nakada 44 views 5 comments 0 points Most recent by RobWilk July 29Report a Bug

Transaction History Duration

Answered ✓ Closed Jhurley5227 31 views 1 comment 0 points Most recent by Coach Jon July 29Managing Your Transactions

Should Simplifi be syncing pending transactions from Fidelity Visa accounts?

Closed System 23 views 2 comments 0 points Most recent by Coach Natalie July 29Adding and Updating Accounts

No transactions before Jan 19, 2024 ?!

Closed EllieBean 47 views 6 comments 0 points Most recent by DannyB July 28Managing Your Transactions

Disappearing transaction after savings goal contribution

Closed tobyN 19 views 3 comments 0 points Most recent by tobyN July 26Report a Bug

Error when updating older transaction: "Sorry, but we were unable to make your changes."

Closed Peripety 56 views 4 comments 0 points Most recent by Peripety July 25Report a Bug

Linked transfers that should not be linked!?

Closed cowboydude99 42 views 6 comments 0 points Most recent by DannyB July 24Troubleshooting

Empty Register with PayPal Credit Card (edited)

Closed Phogramity 1K views 63 comments 0 points Most recent by Coach Natalie July 24Adding and Updating Accounts

Please add a way to add a category from the transaction

Closed Paul Wood 41 views 2 comments 1 point Most recent by Coach Kristina July 20Categories and Tags

Apple Card account (manual) and all transactions were removed (edited)

Closed Dan6912 106 views 8 comments 0 points Most recent by Coach Marcus July 19Troubleshooting

6

Mobile App: Ability to filter transactions by Tag (edited)

Completed Closed Suki 168 views 4 comments 6 points Most recent by Coach Natalie July 17Feature Requests

Problem Updated Fidelity Visa Transactions

Closed amintzer 1K views 55 comments 0 points Most recent by Coach Natalie July 17Adding and Updating Accounts

How to set up pending transactions to match?

Closed Halloran 51 views 2 comments 0 points Most recent by Flopbot July 17Managing Your Transactions

Unable to create a Linked Transfer from some accounts (edited)

Closed Chrobrego 127 views 13 comments 1 point Most recent by RobWilk July 15Report a Bug

Transaction disappears after linking to recurring bill

Closed EugenePHD 170 views 24 comments 1 point Most recent by Coach Jon July 15Report a Bug

Robinhood - Bank Transfer Inconsistency

Closed Mark H. 21 views 1 comment 0 points Most recent by Coach Natalie July 15Troubleshooting

Past dating reoccurring transactions

Closed iamsummermj 21 views 2 comments 1 point Most recent by DannyB July 15Feedback

How can I select multiple transactions and apply the same category / tag to all of them?

Answered ✓ Closed Zen Brodie 82 views 2 comments 0 points Most recent by DannyB July 14Categories and Tags

Allow mass edit for transactions on mobile (edited)

Closed Bobersenbob 16 views 2 comments 0 points Most recent by Bobersenbob July 13Feedback

Rules won’t apply to past transactions

Closed Emma81218 17 views 1 comment 0 points Most recent by Coach Natalie July 12Feedback

Merged: What's the status on the Paycheck shows as negative spending in Dashboard Spending Card

SRC54 5 views 0 comments 0 points Started by SRC54 July 12 Report a Bug

New Feature Alert: Amount Matching, Check Number Field, and Date Commands!

Closed Coach Natalie 855 views 2 comments 4 points Most recent by Coach Natalie July 11Updates From the Product Team

2

Ability to turn off the monthly headers in Transaction Activity (edited)

Active KB2014 13 views 0 comments 2 points Started by KB2014 July 11 Feature Requests

Can I turn off the monthly headings when viewing my transaction activity? (edited)

Closed KB2014 19 views 1 comment 1 point Most recent by DannyB July 11Managing Your Transactions

Transaction Activity Report bug ?

Closed neon45 60 views 7 comments 0 points Most recent by Coach Natalie July 10Report a Bug

Dozens of transactions missing (Chase Credit Card)

Closed Dave L 183 views 18 comments 0 points Most recent by Dave L July 10Managing Your Transactions

Which Credit Card brands have their transactions show up the quickest for you within Simplifi?

Closed Oviich 58 views 5 comments 0 points Most recent by Flopbot July 6Adding and Updating Accounts

Splitting transaction not working

Closed Just want to help 23 views 1 comment 0 points Most recent by EL1234 July 4Troubleshooting

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