Transactions

Discussion List

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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 134 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 386 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 465 views 1 comment 7 points Most recent by Coach Natalie August 16Updates From the Product Team
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  Add a Filter for "Untagged" (edited)

  Active SZR 241 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 56 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 87 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 437 views 20 comments 0 points Most recent by UrsulaA August 8Report a Bug
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  14

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  When clicking on "category" drop down, the current selected category should be auto-highlighted

  Active nichodamous 200 views 11 comments 14 points Most recent by UrsulaA August 7Feature Requests
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  27

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  Add a setting to allow the Category field to show it's full path on transactions (edited)

  Active mjodotcom 207 views 15 comments 27 points Most recent by UrsulaA August 7Feature Requests
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  Apple Card Manual CVS Import Not Working

  Closed grc 19 views 3 comments 0 points Most recent by UrsulaA August 6Troubleshooting
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  Recurring Bill not showing in pending transactions (edited)

  Closed EllieBean 29 views 5 comments 0 points Most recent by RobWilk August 4Managing Your Transactions
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  Imported transactions not showing under Transaction Activity (edited)

  Closed pixie813 34 views 2 comments 0 points Most recent by UrsulaA August 4Troubleshooting
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  Discover Checking Pending Transactions come in as cleared

  Closed Freebanana 31 views 3 comments 0 points Most recent by Coach Natalie August 2Adding and Updating Accounts
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  Chase Amazon Prime card only pulls in payments (edited)

  Closed Gabe 236 views 19 comments 0 points Most recent by Coach Natalie August 1Adding and Updating Accounts
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  Fidelity Account via Finicity (Akoya) does not include Transaction history

  Closed djhadams 230 views 10 comments 0 points Most recent by Coach Natalie July 31Adding and Updating Accounts
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  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
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  Citibank account - transaction just vanished in Quicken.

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

  Answered ✓ Closed Jhurley5227 33 views 1 comment 0 points Most recent by Coach Jon July 29Managing Your Transactions
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  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
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  No transactions before Jan 19, 2024 ?!

  Closed EllieBean 47 views 6 comments 0 points Most recent by DannyB July 28Managing Your Transactions
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  Disappearing transaction after savings goal contribution

  Closed tobyN 19 views 3 comments 0 points Most recent by tobyN July 26Report a Bug
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  Error when updating older transaction: "Sorry, but we were unable to make your changes."

  Closed Peripety 60 views 4 comments 0 points Most recent by Peripety July 25Report a Bug