Discussion List

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  Charles Schwab downloaded creating many $0 transactions

  PhilS 368 views 21 comments 0 points Most recent by DryHeat April 27Adding and Updating Accounts
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  221
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 3.4K views 114 comments 221 points Most recent by NB1 April 27Feature Requests
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  Merged: Ability to attach PDF’s as attachments/receipts

  Closed kevinbcole 6 views 0 comments 1 point Most recent by RobWilk April 26Feature Requests
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  109
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  Planned 2sonsjim 703 views 33 comments 109 points Most recent by ZeadHead April 26Feature Requests
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  Missing Transactions for Space Coast Credit Union

  Travis B. 17 views 5 comments 0 points Most recent by Coach Jon April 25Managing Your Transactions
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  New Credit Card was stolen (edited)

  futurepotato 26 views 4 comments 0 points Most recent by SRC54 April 25Managing Your Transactions
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  Ability to invert amounts in a specific account

  BYH 11 views 1 comment 1 point Most recent by Coach Jon April 22Managing Your Transactions
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  Target Circle Card won't download new transactions

  RFL281 107 views 11 comments 1 point Most recent by RFL281 April 21Adding and Updating Accounts
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  9

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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 115 views 6 comments 9 points Most recent by franks April 21Feature Requests
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  Transaction disappears after it's entered

  RossB 9 views 1 comment 0 points Most recent by Coach Kristina April 19Report a Bug for Quicken Business & Personal
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  Simplifi program counts 401k and other paycheck deductions as expenses (edited)

  chicago89 22 views 3 comments 0 points Most recent by Coach Kristina April 19Managing Your Transactions
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  Highlight Issue with Payee field in Investment Transaction Detail window (edited)

  neon45 161 views 34 comments 0 points Most recent by Coach Kristina April 19Investments
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  170

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  Need a 'Select All' and 'Date Range' Filter (edited)

  In Review Drummon1 2.6K views 68 comments 170 points Most recent by franks April 19Feature Requests
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  12
  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Completed UrsulaA 48 views 3 comments 12 points Most recent by UrsulaA April 18Feature Requests
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  3
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 118 views 14 comments 3 points Most recent by DryHeat April 18Feature Requests
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  68

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  Ability to create a transaction from a Reminder (edited)

  Active dougieINFJ 678 views 30 comments 68 points Most recent by Adye April 17Feature Requests
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  NEW 4/17/25: Transactions not importing from a CSV

  Announcement Coach Natalie 322 views 0 comments 1 point Started by Coach Natalie April 17 Known Product Issues
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  How do I link a transaction to a manual liability - Second try

  vhrcats 14 views 2 comments 0 points Most recent by vhrcats April 17Adding and Updating Accounts
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  Mortgage accounts

  Answered ✓ Mankow 21 views 2 comments 0 points Most recent by Mankow April 16Feedback
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  1

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  Ability to track tips (edited)

  Active thsourg 34 views 1 comment 1 point Most recent by Coach Natalie April 16Feature Requests
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  Mismatched Downloaded Transactions

  SRC54 18 views 3 comments 0 points Most recent by SRC54 April 15Feedback
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  BOA importing transactions multiple times

  Rambler Man 1974 20 views 3 comments 0 points Most recent by Coach Jon April 14Adding and Updating Accounts
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  [ONGOING] 3/31/25: Barclays - Missing Transactions

  Coach Natalie 189 views 1 comment 1 point Most recent by Coach Jon April 14Current Online Banking Issues
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  How do I categorize a positive transfer as income?

  Answered ✓ willip 20 views 2 comments 0 points Most recent by Coach Natalie April 14Managing Your Transactions
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  Merged: Ability to restore deleted transactions

  Closed Dudley C Rose 12 views 0 comments 2 points Most recent by Coach Kristina April 12Feature Requests
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  19

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  Recycle Bin for Deleted Transactions (edited)

  Active coltrane 159 views 5 comments 19 points Most recent by Coach Kristina April 12Feature Requests
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  Manage bills/deposits

  golf 19 views 2 comments 0 points Most recent by Coach Natalie April 11Troubleshooting
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  Manually post payment to credit card

  Answered ✓ EllieBean 15 views 1 comment 0 points Most recent by Coach Natalie April 11Managing Your Transactions
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  4

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  Attach "Transfers" to the Payee instead of the Category (edited)

  Active dillonbrown 71 views 2 comments 4 points Most recent by nixiecon April 11Feature Requests
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  my banc account is not updating transaction and also some credit card show on a zero balance

  Jozsef52 15 views 1 comment 0 points Most recent by Coach Jon April 9Adding and Updating Accounts