Transactions

Discussion List

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

  Active RockLee 17 views 0 comments 5 points Started by RockLee September 2024 Feature Requests
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  Citi Cards (Home Depot and Shell) FDP-102

  Closed damnedxer 62 views 3 comments 0 points Most recent by damnedxer September 2024Adding and Updating Accounts
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  Matches wrong existing transaction (Transfer/Payment)

  Closed RobWilk 26 views 3 comments 0 points Most recent by Coach Jon September 2024Report a Bug
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  Fidelity Accounts - Finicity Transaction download

  Closed JimM 91 views 3 comments 0 points Most recent by Coach Natalie September 2024Adding and Updating Accounts
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  Default account for manual transaction entry

  Closed ejs 47 views 6 comments 0 points Most recent by ejs September 2024Managing Your Transactions
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  Ability to Link multiple Transactions to a single Recurring Bill at one time (edited)

  In Review EODelf 1.8K views 47 comments 110 points Most recent by lexyqtpi September 2024Feature Requests
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  Merged: Close / Open all month transaction tabs

  KDC1996 6 views 0 comments 2 points Started by KDC1996 September 2024 Feature Requests
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  Issues with bulk un-excluding transactions

  System 96 views 8 comments 0 points Most recent by Coach Natalie September 2024Report a Bug
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  Way to track warranty and export warranty report

  Closed BadgerHat 15 views 2 comments 0 points Most recent by EL1234 September 2024Feedback
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  Is there a way to manually enter a transaction that is listed as a reminder? (edited)

  Answered ✓ Closed rskolin 67 views 7 comments 0 points Most recent by EL1234 September 2024Using the Spending Plan
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  Be able to link transactions to your goals

  Closed BrittLew 18 views 1 comment 0 points Most recent by UrsulaA September 2024Feedback
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  Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

  Active WWi 1.9K views 28 comments 47 points Most recent by am21 September 2024Feature Requests
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  A Tale of Two Checking Accounts

  Closed SRC54 36 views 2 comments 1 point Most recent by SRC54 September 2024Adding and Updating Accounts
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  Match Pending Manual Transaction to Downloaded Transaction

  Answered ✓ Closed EllieBean 42 views 3 comments 1 point Most recent by EL1234 September 2024Managing Your Transactions
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  Web: Auto complete on category a little messed up

  Closed RobWilk 118 views 26 comments 0 points Most recent by RobWilk September 2024Troubleshooting
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  If Payee is new, set Category to Uncategorized

  Active DavidB 14 views 0 comments 3 points Started by DavidB September 2024 Feature Requests
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  14
  Customizable Columns in the Spending Plan (edited)

  Completed Closed EL1234 255 views 29 comments 14 points Most recent by EL1234 September 2024Feature Requests
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  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Active UrsulaA 27 views 3 comments 4 points Most recent by EL1234 September 2024Feature Requests
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  Why don't Chase transaction dates in Simplifi match the bank's dates (edited)

  Closed cowboydude99 455 views 46 comments 0 points Most recent by RobWilk September 2024Adding and Updating Accounts
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  CU balance updates but not transactions, make cash flow projection useless

  Closed everydave 97 views 9 comments 0 points Most recent by everydave September 2024Projected Cash Flow
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  Top 10 Transaction and Account Management Feature Requests

  Closed UrsulaA 38 views 0 comments 1 point Started by UrsulaA August 2024 FAQ Section
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  Merged: Bulk delete imported NA / Unknown tags

  DiZzyDMon 4 views 0 comments 2 points Started by DiZzyDMon August 2024 Feature Requests
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  PayPal Credit displaying PayPal transactions

  Closed Naviathan 106 views 11 comments 1 point Most recent by Naviathan August 2024Adding 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 2024 Feature Requests
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  Missing transactions

  Answered ✓ Closed rcrook1254 48 views 3 comments 0 points Most recent by UrsulaA August 2024Report a Bug
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  Don't force Linked Transfer Transactions to have the same date (edited)

  In Review max4 67 views 3 comments 8 points Most recent by quick username August 2024Feature Requests
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  Similar transactions show the wrong date

  Closed quick username 30 views 4 comments 0 points Most recent by quick username August 2024Troubleshooting
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  Check # Field: Share your feedback here!

  Closed Coach Natalie 132 views 13 comments 1 point Most recent by Coach Natalie August 2024Feedback