Transactions

Discussion List

• 
  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
• 
  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
• 
  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
• 
  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
• 
  Nordstrom card - transactions are showing reversed amounts (edited)

  Closed System 32 views 3 comments 0 points Most recent by Coach Natalie July 16Adding and Updating Accounts
• 
  Transaction detail - exclude from:

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

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

  Up Down
  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
• 
  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
• 
  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
• 
  Microsoft Office Sub

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

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

  Closed Stevefxp 56 views 10 comments 0 points Most recent by DannyB July 12Using the Spending Plan
• 
  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
• 
  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
• 
  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
• 
  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
• 
  Visa Provisioning Transactions

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

  Answered ✓ Closed Stevefxp 44 views 1 comment 0 points Most recent by SRC54 July 8Managing Your Transactions
• 
  How do I add a Transfer Subcategory? (edited)

  Answered ✓ Closed Stevefxp 33 views 4 comments 0 points Most recent by Coach Kristina July 5Categories and Tags
• 
  "Opening Balance" transaction category?

  Closed ejs 31 views 7 comments 0 points Most recent by ejs July 5Managing Your Transactions
• 
  5

  Up Down
  Ability to choose which transaction data to keep when merging transactions (edited)

  Active RobWilk 73 views 8 comments 5 points Most recent by egal July 3Feature Requests
• 
  8

  Up Down
  Ability to assign different Payees to Split Transactions (edited)

  Active esender 106 views 5 comments 8 points Most recent by EL1234 July 2Feature Requests
• 
  Merged: Allowing Multiple Payees for One Transaction - Splits (edited)

  Closed aastol 1 view 0 comments 1 point Started by aastol July 2 Feature Requests
• 
  Merged: Payee Name display cut off on screen

  Closed Ron4266 1 view 0 comments 0 points Started by Ron4266 July 2 Managing Your Transactions
• 
  Understanding – Pending in Transaction Activity

  Answered ✓ Closed Dick_Davis 93 views 9 comments 0 points Most recent by Dick_Davis June 30Adding and Updating Accounts
• 
  not seeing merchants for credit cards (edited)

  Answered ✓ Closed ronm 15 views 1 comment 0 points Most recent by Coach Kristina June 30Managing Your Transactions
• 
  Manage Credit Cards

  Closed countrycloudboy 13 views 1 comment 0 points Most recent by DannyB June 29Managing Your Transactions
• 
  Credit splits

  Closed mograce 11 views 1 comment 0 points Most recent by Coach Kristina June 28Managing Your Transactions