Transactions

Discussion List

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  Ability to limit date range of downloaded transactions during the initial connection (edited)

  Active DryHeat 71 views 1 comment 4 points Most recent by SRC54 May 16Feature Requests
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  in quicken simplifi PayPal only shows "debit card transaction" where the payee should be

  Closed Kuhzah 160 views 10 comments 0 points Most recent by DryHeat May 16Adding and Updating Accounts
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  Is it possible to link an account but limit the dates of transactions downloaded?

  Answered ✓ Closed DryHeat 52 views 2 comments 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
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  Split transactions ignored when filtering on Category unless "Show split details" selected

  Closed DryHeat 331 views 16 comments 0 points Most recent by DryHeat May 14Feedback
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  Unable to save downloaded transaction after adding splits (edited)

  Closed L McGregor 90 views 6 comments 0 points Most recent by DryHeat May 13Feedback
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  Does the Statement name change when going from pending to cleared?

  Answered ✓ Closed sbennet1 147 views 8 comments 0 points Most recent by SRC54 May 12Managing Your Transactions
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  Missing transactions, duplicate transactions (edited)

  Closed KRS 62 views 1 comment 0 points Most recent by Coach Jon May 11Adding and Updating Accounts
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  Lots of errors this morning -- "error occurred," categorization changes

  Closed ejs 119 views 4 comments 0 points Most recent by Coach Jon May 11Troubleshooting
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  Unable to search transactions by tag (edited)

  Closed Lauriefalaurie 49 views 1 comment 2 points Most recent by Coach Natalie May 11Troubleshooting
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  Duplicate transactions issue with Barclays (edited)

  Closed Cholewi1 142 views 5 comments 0 points Most recent by Coach Kristina May 10Adding and Updating Accounts
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  Loss Ability to Resize the Columns in Transaction List (edited)

  Closed Dick_Davis 37 views 1 comment 0 points Most recent by DryHeat May 10Managing Your Transactions
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  Unlinking an automatically linked reminder messed everything up

  Closed EL1234 286 views 22 comments 0 points Most recent by EL1234 May 8Troubleshooting
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  The black flag appears as a dusky blue color on mobile (edited)

  Closed MatthewR 180 views 8 comments 0 points Most recent by Coach Natalie May 7Troubleshooting
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  Capital Gains, Losses and Tax Reporting

  Closed Mortimer Duke 68 views 2 comments 0 points Most recent by Mortimer Duke May 7Investments
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  Tax Mapping Transfers?

  Closed Mortimer Duke 55 views 2 comments 0 points Most recent by Mortimer Duke May 7Using Transfers
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  Transactions missing from Spending report (edited)

  Closed Pat H. 267 views 10 comments 0 points Most recent by DryHeat May 7Troubleshooting
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  Navyist Rewards (Old Navy Mastercard) all transactions are credits

  Closed danh916 62 views 3 comments 0 points Most recent by Coach Natalie May 7Adding and Updating Accounts
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  Duplicate transactions are now appearing for Barclays (edited)

  Closed eperker 270 views 19 comments 1 point Most recent by cmc May 7Adding and Updating Accounts
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  Adding tags per split? (edited)

  Answered ✓ Closed Mortimer Duke 59 views 2 comments 0 points Most recent by Mortimer Duke May 7Managing Your Transactions
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  Transfers STILL broken after disappearing transactions fiasco.

  Closed HDmoney 142 views 3 comments 1 point Most recent by Coach Natalie May 6Troubleshooting
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  Add a "Marked as Paid" indicator (edited)

  Active BadgerHat 28 views 1 comment 4 points Most recent by TwelveSilverPennies May 6Feature Requests
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  PayPal Cashback World Mastercard not updating transactions or balance since 3/27 (edited)

  Closed annikalily 461 views 7 comments 0 points Most recent by Devlpr May 5Adding and Updating Accounts
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  Apple Card not bringing in correct “appears on your Apple Card statement as”

  Closed n2it 206 views 11 comments 0 points Most recent by n2it May 5Adding and Updating Accounts
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  Missing Transactions (edited)

  Closed cloud 4K views 149 comments 6 points Most recent by H Folk May 5Report a Bug
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  Manually entered transactions are not being matched to downloaded ones (edited)

  Closed shely6875 219 views 13 comments 0 points Most recent by Coach Jon May 5Troubleshooting
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  Forever Pending Transaction ?

  Answered ✓ Closed neon45 44 views 3 comments 0 points Most recent by neon45 May 5Managing Your Transactions
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  Amex Rewards Checking accounts: mapping of Payee field to Simplifi not correct

  Closed skyblade42 82 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 72 views 1 comment 0 points Most recent by Coach Natalie May 4Troubleshooting