Managing Your Transactions

Discussion List

• 
  Resize Columns / Reorder Columns

  Photoipster 13 views 1 comment 1 point Most recent by Coach Jon December 11
• 
  Setup for recurring yearly transactions

  christiney 18 views 2 comments 0 points Most recent by DannyB December 11
• 
  Adding Crypto Currency Transactions Manually

  Diver4242 27 views 4 comments 0 points Most recent by Coach Kristina December 8
• 
  Quicken has incorrect checking balance

  N4KHQ 92 views 10 comments 0 points Most recent by N4KHQ December 5
• 
  Action Sort - Dates out of Sequence

  neon45 55 views 7 comments 0 points Most recent by neon45 December 1
• 
  "Appears on your [...] statement as" Text Download Length

  Flopbot 113 views 15 comments 0 points Most recent by Coach Kristina November 24
• 
  Filter/Search Transactions by Month

  MikeBtp 32 views 7 comments 0 points Most recent by MikeBtp November 17
• 
  Link a split transaction to a Bill/Subscription Recurring series

  Answered ✓ Closed Sugarskull 38 views 3 comments 0 points Most recent by Coach Jon November 12
• 
  One expense, different categories

  Answered ✓ Closed Grendizerus 24 views 2 comments 0 points Most recent by DannyB November 4
• 
  Un-clearing a Transaction

  Answered ✓ Closed TheReal702 34 views 5 comments 0 points Most recent by Coach Kristina November 3
• 
  Ability to link simplify and splitwise like application.

  Closed Ankitkumar 23 views 1 comment 1 point Most recent by Coach Jon October 31
• 
  Set up recurring transaction on a cash account

  Answered ✓ Closed MishaM 38 views 4 comments 0 points Most recent by SRC54 October 22
• 
  Adding splits to recurring income

  Closed Nicki 39 views 4 comments 0 points Most recent by Nicki October 16
• 
  Searching for a certain tag doesn't show a sum total (edited)

  Closed andyqq99 26 views 6 comments 0 points Most recent by SRC54 October 5
• 
  Creating Rules at the Report Level?

  Closed andyqq99 44 views 6 comments 0 points Most recent by SRC54 October 5
• 
  Make the green "Reviewed checkmark" visible from desktop/browser when listing transactions.

  Closed eteam49ers 23 views 3 comments 1 point Most recent by Coach Jon October 2
• 
  Default account for manual transaction entry

  Closed ejs 42 views 6 comments 0 points Most recent by ejs September 17
• 
  Match Pending Manual Transaction to Downloaded Transaction

  Answered ✓ Closed EllieBean 34 views 3 comments 0 points Most recent by EL1234 September 6
• 
  How to set a default category for an unrecognized payee?

  Closed DavidB 43 views 3 comments 0 points Most recent by DavidB September 4
• 
  Payees & rules limitations, not useful for my use case.

  Closed snovvman 24 views 1 comment 0 points Most recent by UrsulaA August 31
• 
  Import Transactions Issue (edited)

  Closed johnyc 45 views 1 comment 0 points Most recent by Coach Jon August 27
• 
  Can I automatically run payee rename rules across all of transaction history?

  Closed kaltorak 32 views 1 comment 0 points Most recent by Coach Kristina August 18
• 
  How do you set the range limits for a recurring bill?

  Closed setheps 22 views 1 comment 0 points Most recent by Coach Jon August 9
• 
  Recurring Bill not showing in pending transactions (edited)

  Closed EllieBean 29 views 5 comments 0 points Most recent by RobWilk August 4
• 
  Transaction History Duration

  Answered ✓ Closed Jhurley5227 34 views 1 comment 0 points Most recent by Coach Jon July 29
• 
  No transactions before Jan 19, 2024 ?!

  Closed EllieBean 47 views 6 comments 0 points Most recent by DannyB July 28
• 
  Rules not working

  Closed scrabbledad 25 views 1 comment 0 points Most recent by Coach Jon July 19
• 
  How to set up pending transactions to match?

  Closed Halloran 51 views 2 comments 0 points Most recent by Flopbot July 17
• 
  Can I turn off the monthly headings when viewing my transaction activity? (edited)

  Closed KB2014 19 views 1 comment 1 point Most recent by DannyB July 11
• 
  Dozens of transactions missing (Chase Credit Card)

  Closed Dave L 209 views 18 comments 0 points Most recent by Dave L July 10