Managing Your Transactions

Discussion List

• 
  Filter/Search Transactions by Month

  Answered MikeBtp 24 views 7 comments 0 points Most recent by MikeBtp November 17
• 
  Link a split transaction to a Bill/Subscription Recurring series

  Answered ✓ Sugarskull 32 views 3 comments 0 points Most recent by Coach Jon November 12
• 
  "Appears on your [...] statement as" Text Download Length

  Flopbot 42 views 5 comments 0 points Most recent by Coach Natalie November 4
• 
  One expense, different categories

  Answered ✓ Grendizerus 20 views 2 comments 0 points Most recent by DannyB November 4
• 
  Un-clearing a Transaction

  Answered ✓ TheReal702 32 views 5 comments 0 points Most recent by Coach Kristina November 3
• 
  Ability to link simplify and splitwise like application.

  Ankitkumar 19 views 1 comment 1 point Most recent by Coach Jon October 31
• 
  Set up recurring transaction on a cash account

  Answered ✓ MishaM 36 views 4 comments 0 points Most recent by SRC54 October 22
• 
  Adding splits to recurring income

  Closed Nicki 33 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 25 views 6 comments 0 points Most recent by SRC54 October 5
• 
  Creating Rules at the Report Level?

  Closed andyqq99 43 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 19 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 32 views 3 comments 0 points Most recent by EL1234 September 6
• 
  How to set a default category for an unrecognized payee?

  Closed DavidB 42 views 3 comments 0 points Most recent by DavidB September 4
• 
  Payees & rules limitations, not useful for my use case.

  Closed snovvman 23 views 1 comment 0 points Most recent by UrsulaA August 31
• 
  Import Transactions Issue (edited)

  Closed johnyc 41 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 31 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 31 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 23 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 183 views 18 comments 0 points Most recent by Dave L July 10
• 
  Question about bulk updating Investment Transactions (edited)

  Answered ✓ Closed Michael Q 41 views 1 comment 0 points Most recent by Coach Jon June 27
• 
  Stop the "New category rule" Pop up

  Closed CGJ 43 views 2 comments 2 points Most recent by kierkito June 17
• 
  Note icon for transactions

  Closed lt79 38 views 3 comments 2 points Most recent by Coach Jon June 13
• 
  Posting negative number

  Closed JXXS 54 views 2 comments 0 points Most recent by DannyB June 10
• 
  Bulk select options

  Closed roberto_morales 34 views 1 comment 2 points Most recent by Coach Jon June 5