Transactions

Discussion List

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  Check Number Field Missing after 4.83.0 Upgrade (edited)

  West Winds 170 views 27 comments 0 points Most recent by scott1982 5:44PMReport a Bug
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  Add Tags to Transactions in Spending Plan

  Active MikeZ 4 views 1 comment 2 points Most recent by Jenny T 5:34PMFeature Requests
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  Some transactions included in download/export are not visible in the account transaction list

  Silverthorne 10 views 2 comments 0 points Most recent by SRC54 12:27PMReport a Bug
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  NEW 11/14/25: USAA - Missing Transactions

  Announcement Coach Natalie 41 views 0 comments 1 point Started by Coach Natalie November 14 Current Online Banking Issues
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  Ability to Link multiple Transactions to a single Recurring Bill at one time (edited)

  In Review EODelf 2.1K views 52 comments 127 points Most recent by GusTejada November 14Feature Requests
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 83 views 8 comments 11 points Most recent by Wonder Woman November 13Feature Requests
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  is there a way to bulk update accounts/transactions to not be excluded from spending reports?

  Answered hubert.casimiro 13 views 1 comment 1 point Most recent by SRC54 November 12Managing Your Transactions
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  Merged: Check Number column removed (edited)

  Closed lowestvvoice 24 views 0 comments 0 points Most recent by EL1234 November 12Managing Your Transactions
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 118 views 29 comments 0 points Most recent by Coach Jon November 11Troubleshooting
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  Built-in Calculator when Splitting Transactions/in Amount fields [edited] (1 Merged Vote)

  Active Flopbot 582 views 26 comments 47 points Most recent by TiggerTrainer November 11Feature Requests
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  OceanFirst Bank -- transactions not syncing

  ejs 11 views 3 comments 0 points Most recent by Coach Jon November 11Adding and Updating Accounts
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  Baxter Credit Union Showing Debits as Credits (edited)

  cvwest 58 views 8 comments 0 points Most recent by Coach Jon November 11Adding and Updating Accounts
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  Moving a transaction to a future date disappears and does not generate a reminder

  nestorbast 241 views 13 comments 1 point Most recent by Coach Jon November 10Bills and Income
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  Ability to create a transaction from a Reminder (edited)

  Active dougieINFJ 1K views 42 comments 89 points Most recent by jtscanlon November 10Feature Requests
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  Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

  In Review achester99 2.7K views 60 comments 247 points Most recent by RobWilk November 8Feature Requests
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  Export missing data: the last straw :(

  Max1223 77 views 7 comments 1 point Most recent by SRC54 November 8Feedback
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  Display of Uncategorized

  J3rabb 18 views 3 comments 0 points Most recent by Coach Jon November 7Managing Your Transactions
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  Simplifi Suggestions (edited)

  tomba51 30 views 3 comments 0 points Most recent by Coach Natalie November 7Feedback
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  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 28 views 3 comments 7 points Most recent by RobWilk November 7Feature Requests
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  Pending vs. Cleared transactions

  tim40 29 views 4 comments 0 points Most recent by tim40 November 7Categories and Tags
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  Import transactions from CSV no longer triggering Rules

  Bernardo 34 views 5 comments 0 points Most recent by Heros K2 November 6Troubleshooting
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 3.8K views 122 comments 223 points Most recent by juli7 November 5Feature Requests
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  I deleted a tag, then QS created a "NA"/ "Unknown" Tag in it's place

  Max1223 70 views 8 comments 0 points Most recent by SRC54 November 4Report a Bug
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  Target Circle Card won't download new transactions

  RFL281 2K views 126 comments 1 point Most recent by EL1234 November 4Adding and Updating Accounts
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  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 66 views 10 comments 0 points Most recent by Coach Natalie November 4Report a Bug
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  Help linking a manual investment transaction as a transfer (edited)

  maxvv 9 views 2 comments 0 points Most recent by SRC54 November 4Troubleshooting
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  Transaction registers: we'd love your input

  Announcement Quicken Kirby 713 views 24 comments 0 points Most recent by Coach Natalie November 3Feedback
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  MidwestOne Bank Pending Transactions - Counted as the opposite type in "Bank Balance"

  y0xn9xds 17 views 3 comments 0 points Most recent by Coach Natalie November 3Adding and Updating Accounts
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  Backup prior to import?

  Answered ✓ jude_est 15 views 2 comments 0 points Most recent by DryHeat November 3Getting Started