Transactions

Discussion List

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  Notes

  Closed Manuel M. 13 views 1 comment 1 point Most recent by Coach Jon August 6Feedback
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  4
  Restore the "Mark as one-time bill" option in the three-dot menu of transactions (edited)

  Completed Closed kgaren 24 views 3 comments 4 points Most recent by kgaren August 4Feature Requests
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  Incorrect Transaction Payee

  Closed iakoubtchik 21 views 3 comments 0 points Most recent by Coach Jon August 4Troubleshooting
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  63

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  Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

  Active WWi 2.1K views 33 comments 63 points Most recent by mschnei42 August 4Feature Requests
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  9

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  Show icon next to transfer transactions in register to quickly identify matches (edited)

  Active Norm6257 15 views 1 comment 9 points Most recent by Dick_Davis August 4Feature Requests
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  Paycheck Splitting [Edited]

  Closed Dick_Davis 63 views 6 comments 0 points Most recent by SRC54 August 3Managing Your Transactions
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  24
  When editing transactions, don't automatically mark them as 'Reviewed' (edited)

  Completed Closed lovetobudget 267 views 16 comments 24 points Most recent by mzlynzy August 1Feature Requests
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  Reconciling the Accounts (Checking, Savings, Credit Cards, etc.)

  Closed Dick_Davis 103 views 10 comments 0 points Most recent by SRC54 August 1Feedback
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  Projected Cash Flow Shows Future Months (edited)

  Closed Dick_Davis 34 views 7 comments 0 points Most recent by DryHeat August 1Projected Cash Flow
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  Recycle Bin for Deleted Transactions (edited)

  Active coltrane 243 views 12 comments 32 points Most recent by Dick_Davis August 1Feature Requests
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  9

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  Better Automatic Transaction Merging [Edited]

  Active Jim Nissen 23 views 3 comments 9 points Most recent by explorer2024 July 31Feature Requests
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  Missing Transactions

  Closed damnedxer 26 views 3 comments 0 points Most recent by SRC54 July 30Troubleshooting
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  Certain transactions always come auto flagged as "exclude from spending plan" (edited)

  Closed nrp06 181 views 27 comments 0 points Most recent by EL1234 July 30Using the Spending Plan
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  Search within attachments

  Active bowgy4 21 views 3 comments 8 points Most recent by Coach Natalie July 30Feature Requests
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  1
  Ability to automatically include non-recurring income in the Spending Plan (edited)

  Already Offered Closed MishaM 49 views 2 comments 1 point Most recent by EL1234 July 29Feature Requests
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  Transaction Activity – Notes not fully displayed (edited)

  Closed Dick_Davis 56 views 8 comments 0 points Most recent by Dick_Davis July 29Report a Bug
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  Mobile Receipt Scanning/Upload

  Closed aastol 492 views 9 comments 2 points Most recent by aastol July 29Feedback
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  Mortgage Payments (Principal, Interest, & Escrow) Recommendations Setup

  Closed Dick_Davis 137 views 10 comments 0 points Most recent by Dick_Davis July 27Adding and Updating Accounts
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  Link Part of a Split Transaction to a Recurring Bill [edited] (1 Merged Vote)

  Active ccrawford 444 views 25 comments 82 points Most recent by nakada July 25Feature Requests
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  Personal Loan is a bill and a liability, right?

  Closed Roadog51 70 views 4 comments 0 points Most recent by SRC54 July 25Getting Started
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  4

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  Mobile App: Ability to sort and filter the Transaction Activity in Reports (edited)

  Active LakGoy 22 views 1 comment 4 points Most recent by Max1223 July 24Feature Requests
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  10

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  System to easily locate duplicate transactions (edited)

  Active raffi 116 views 2 comments 10 points Most recent by ssoko July 24Feature Requests
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  If select a category for a transaction, then create a rule...which takes precedence?

  Answered ✓ Closed tryingtosimpli 26 views 2 comments 0 points Most recent by DryHeat July 23Managing Your Transactions
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  Bulk Edit Options for Mobile App (edited)

  Closed d2025 15 views 1 comment 0 points Most recent by Coach Jon July 23Feedback
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  Chase Cards not syncing [transactions] pre-2025 with Simplifi

  Closed tryingtosimpli 98 views 11 comments 0 points Most recent by tryingtosimpli July 23Adding and Updating Accounts
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  cleared checks description incorrect

  Closed ctanenbaum 21 views 2 comments 0 points Most recent by ctanenbaum July 23Troubleshooting
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  Previous Transaction Categories are not reflected in the subsequent future transactions

  Closed d2025 14 views 1 comment 0 points Most recent by SRC54 July 23Managing Your Transactions
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  Transaction names being changed to random things (edited)

  Closed JulesDiB 11 views 1 comment 0 points Most recent by Coach Jon July 22Troubleshooting
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  Mark as one-time bill missing

  Closed kgaren 22 views 4 comments 0 points Most recent by kgaren July 22Managing Your Transactions