Transactions

Discussion List

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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 16 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 101 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
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  Wells Fargo FDP-1022 (Simplifi Version 4.67.0)

  Closed Dick_Davis 56 views 3 comments 0 points Most recent by Dick_Davis July 19Adding and Updating Accounts
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  Correct Setting for an Account that downloads Balance that already includes pending transactions

  Answered ✓ Closed SRC54 74 views 14 comments 0 points Most recent by SRC54 July 18Adding and Updating Accounts
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  Transaction Download - Transaction Detail Not Descriptive Enough

  Answered ✓ Closed Spoopie 100 views 6 comments 1 point Most recent by Coach Natalie July 18Managing Your Transactions
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  Subtotal dollar amount when using the filter option under Transactions

  Closed GB4 11 views 1 comment 1 point Most recent by Coach Jon July 17Managing Your Transactions
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  Nordstrom card - transactions are showing reversed amounts (edited)

  Closed System 33 views 3 comments 0 points Most recent by Coach Natalie July 16Adding and Updating Accounts
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  Transaction detail - exclude from:

  Answered ✓ Closed Nicoleeeee 31 views 1 comment 0 points Most recent by DannyB July 15Managing Your Transactions
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  Running Balance Column

  Closed MoreCoffee 26 views 3 comments 1 point Most recent by Coach Jon July 14Feedback
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  73

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  Transfers should show the word "Transfer" in the Category column

  Active EL1234 157 views 12 comments 73 points Most recent by thklopper July 14Feature Requests
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  Merged: Include way to split taxes as part of transaction split

  Closed Clizby 11 views 0 comments 2 points Most recent by SRC54 July 13Feature Requests
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  payee names cut off in the register when hovering and editing (edited)

  Closed EL1234 82 views 17 comments 0 points Most recent by EL1234 July 13Report a Bug
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  Microsoft Office Sub

  Closed Stevefxp 2 views 2 comments 0 points Most recent by DryHeat July 12Managing Your Transactions
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  Transfer transactions not included in account total (edited)

  Closed MichaelSwartz 13 views 1 comment 0 points Most recent by DryHeat July 12Managing Your Transactions
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  Transactions and Spending Plans

  Closed Stevefxp 56 views 10 comments 0 points Most recent by DannyB July 12Using the Spending Plan
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  Transaction Default Page setup gives you ZERO information on first glance

  Closed SimplyUser6754 21 views 2 comments 2 points Most recent by DryHeat July 10Feedback
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  Merged: Transaction name shortens on hover in web app

  Closed cchatham11 1 view 0 comments 0 points Started by cchatham11 July 10 Report a Bug
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  Accounting for Loans from a 403b or 401k

  Answered ✓ Closed ericksonjb 17 views 1 comment 0 points Most recent by Coach Jon July 10Managing Your Transactions
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  How to account for cash loan to child

  Answered ✓ Closed John Rowland 14 views 2 comments 0 points Most recent by John Rowland July 10Managing Your Transactions
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  Visa Provisioning Transactions

  Answered ✓ Closed Stevefxp 15 views 1 comment 0 points Most recent by SRC54 July 9Managing Your Transactions
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  Excluded from Reports & Spending Plan Transactions

  Answered ✓ Closed Stevefxp 46 views 1 comment 0 points Most recent by SRC54 July 8Managing Your Transactions
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  How do I add a Transfer Subcategory? (edited)

  Answered ✓ Closed Stevefxp 34 views 4 comments 0 points Most recent by Coach Kristina July 5Categories and Tags