Transactions

Discussion List

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  Amex Rewards Checking accounts: mapping of Payee field to Simplifi not correct

  Closed skyblade42 74 views 3 comments 0 points Most recent by Coach Natalie May 4Adding and Updating Accounts
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  Rules aren’t applying to transaction

  Closed hangingchad 61 views 1 comment 0 points Most recent by Coach Natalie May 4Troubleshooting
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  Spending report excludes positive transactions with expense categories (edited)

  Closed Alex K 61 views 1 comment 0 points Most recent by Coach Natalie May 4Using Reports
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  Search for exact amount

  Closed EllieBean 23 views 3 comments 0 points Most recent by DryHeat May 4Managing Your Transactions
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  Target Circle Card not syncing all transactions

  Closed otterbear 122 views 5 comments 0 points Most recent by otterbear May 4Adding and Updating Accounts
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  Add a confirmation dialog before creating new categories from a transaction

  Active EL1234 43 views 3 comments 5 points Most recent by Coach Janean May 3Feature Requests
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  Barclays missing transactions and debits show as credits (edited)

  Closed Pamma 41 views 1 comment 1 point Most recent by Coach Janean May 2Adding and Updating Accounts
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 512 views 32 comments 0 points Most recent by Coach Jon May 1Troubleshooting
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  Car loan is deducted from paycheck - how to track in simplifi? (edited)

  Answered ✓ Closed shely6875 51 views 1 comment 0 points Most recent by EL1234 May 1Bills and Income
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  Moving a transaction to a future date disappears and does not generate a reminder

  nestorbast 717 views 15 comments 1 point Most recent by Coach Natalie May 1Bills and Income
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  Merged: Amex transactions disappeared last night

  Closed John Dressel 31 views 0 comments 0 points Most recent by SRC54 May 1Managing Your Transactions
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  How to not have automatic transfers to savings count as income? (edited)

  Answered ✓ Closed Kelacom 181 views 7 comments 1 point Most recent by DryHeat April 30Categories and Tags
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  "Apply rule to existing transactions" is not working

  Closed cyberstackn 412 views 8 comments 1 point Most recent by Coach Natalie April 30Troubleshooting
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  2
  Transfer Transactions: Remove non-functional "Exclude From Report" option

  Obsolete RobWilk 81 views 5 comments 2 points Most recent by Coach Natalie April 29Feature Requests
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  Recurring Balance Adjustment Transaction "Marked as Paid" NOT excluded from Reports (edited)

  Closed MishaM 21 views 1 comment 0 points Most recent by Coach Jon April 29Troubleshooting
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  41

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  Add a Filter for "Untagged" (edited)

  Active SZR 471 views 17 comments 41 points Most recent by SRC54 April 29Feature Requests
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  Updating transactions re-expands the pending section (edited)

  Closed MorganSD 81 views 6 comments 0 points Most recent by EL1234 April 28Troubleshooting
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  Help importing transactions (edited)

  Closed waysie 31 views 1 comment 0 points Most recent by Coach Jon April 28Managing Your Transactions
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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 672 views 18 comments 26 points Most recent by EL1234 April 28Feature Requests
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  Barclays Credit Card Account Loaded but No Transactions

  Closed 2bluwings 692 views 33 comments 1 point Most recent by AGC April 27Adding and Updating Accounts
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  3
  Ability to include Transfers in Reports (edited)

  Completed Closed jgold1996 642 views 11 comments 3 points Most recent by Coach Natalie April 27Feature Requests
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  Barclays pending transactions show as credits

  Closed eperker 111 views 4 comments 0 points Most recent by Coach Natalie April 27Adding and Updating Accounts
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  "An error occurred. Please try again" message after entering a transaction (edited)

  Closed JeffCB 73 views 3 comments 0 points Most recent by SRC54 April 26Troubleshooting
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  Program only pulling in 90 days worth of data (edited)

  Closed Irene H 52 views 2 comments 0 points Most recent by Irene H April 25Adding and Updating Accounts
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  Amount Matching: "Limited Range" option not matching correctly (edited)

  Closed DryHeat 672 views 31 comments 0 points Most recent by DryHeat April 24Report a Bug
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  How to link Transaction to Invoice if not available as an option?

  Answered ✓ Closed cloudquick 101 views 9 comments 0 points Most recent by Coach Jon April 24Invoices, Estimates, & Sales Receipts
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  Keeping track of one category of payments

  Answered ✓ Closed grandmaSB 32 views 2 comments 0 points Most recent by grandmaSB April 24Managing Your Transactions
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  Shortcut to finding daily uncategorized transactions

  Closed Robert48314 102 views 4 comments 0 points Most recent by EL1234 April 23Managing Your Transactions
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  Adding notes to split transactions (edited)

  Closed Robert48314 43 views 2 comments 0 points Most recent by Robert48314 April 23Managing Your Transactions