Transactions

Discussion List

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  Transaction Review: Share your feedback here!

  Announcement Coach Natalie 751 views 50 comments 0 points Most recent by pwhelan81 2:14AMEarly Access User Feedback
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  Data connection problems

  jelguera 27 views 1 comment 0 points Most recent by Coach Aldair October 15Troubleshooting
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  Ability to set a flag color for all new transactions that download so they're flagged as "new"

  Active Dick_Davis 81 views 9 comments 2 points Most recent by SRC54 October 15Feature Requests
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  Option to automatically mark transactions as "reviewed" after saving edits (edited)

  Active leisterbrau 81 views 5 comments 2 points Most recent by Dick_Davis October 15Feature Requests
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  NEW 10/13/26: Bank of America - Missing Transactions

  Announcement Coach Natalie 50 views 0 comments 0 points Started by Coach Natalie October 13 Current Online Banking Issues
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  Kudos to the new transaction search "shortcuts" button

  DavidB 28 views 1 comment 2 points Most recent by Coach Natalie October 13Feedback
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  Huntington National Bank - Transactions not downloading

  System 115 views 3 comments 0 points Most recent by GregK October 12Adding and Updating Accounts
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  Expense Receipts for Quicken Business & Personal: Share your feedback here!

  Announcement Coach Natalie 253 views 6 comments 1 point Most recent by Flopbot October 12Quicken Business & Personal Feedback
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  Loan Car payment, tracking principal and interest (loan debt cost), How do you guys do it?

  Answered Dariusz 57 views 3 comments 0 points Most recent by Dariusz October 11Adding and Updating Accounts
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  'Unlink' not available on transaction created from a recurring reminder

  savvvvy 67 views 2 comments 0 points Most recent by DryHeat October 11Bills and Income
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  Bills Series Dropping Random Reminders

  Answered Mortimer Duke 106 views 6 comments 0 points Most recent by DryHeat October 11Bills and Income
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  Add a "pin to right" option for the 'Reviewed' column (edited)

  Active Flopbot 135 views 6 comments 1 point Most recent by Flopbot October 10Feature Requests
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  UPDATED 10/9/26: Target Red Card - Missing Transactions

  Announcement Coach Natalie 1.7K views 2 comments 3 points Most recent by Coach Natalie October 9Current Online Banking Issues
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  Transaction List 'Amount' column won't save location preference; always pins back to the right

  System 136 views 5 comments 0 points Most recent by Coach Aldair October 9Report a Bug
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  Option to require Payee match before assigning a transaction to a recurring series

  rMarkD 68 views 6 comments 0 points Most recent by rMarkD October 7Bills and Income
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  Mobile 4.0.0 'View Transaction': Condense the fields and unhide "Exclude" options (edited)

  Active BradleyBenSmith 195 views 5 comments 4 points Most recent by Coach Natalie October 7Feature Requests
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  We need the amazon Retail Purchase Categorization feature for Simplifi (edited)

  sklei 41 views 1 comment 0 points Most recent by Coach Natalie October 5Feedback
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  Automatically treat transfers to and from PayPal as "Transfers" in Simplifi

  Active System 901 views 5 comments 17 points Most recent by Mi$$ingMint October 4Feature Requests
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  Reconciliation Showing an Incorrect Balance Despite Matching Transactions (Edited)

  Jerry Montgomery 38 views 1 comment 0 points Most recent by Coach Aldair October 4Troubleshooting
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  Why is my monthly annuity income being categorized as a credit card payment

  Answered Sharont_2008 48 views 1 comment 0 points Most recent by Coach Aldair October 2Managing Your Transactions
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  Import transactions from CSV no longer triggering Rules

  Bernardo 717 views 31 comments 0 points Most recent by Coach Natalie October 1Report a Bug
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  Issues with bulk un-excluding transactions

  System 185 views 13 comments 0 points Most recent by Coach Natalie October 1Report a Bug
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  Transaction History Settings

  UrsulaA 862 views 25 comments 0 points Most recent by Coach Natalie October 1Report a Bug
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  Auto-selected categories are worse than ever

  oliverdavid 46 views 1 comment 0 points Most recent by Coach Natalie September 30Feedback
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  QBP: Mobile App: Show the business name for each transaction in the All Transactions view (edited)

  Active dilpeggg 130 views 3 comments 2 points Most recent by Coach Aldair September 30Quicken Business & Personal Feature Requests
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  Ability to turn off the 'Undo' prompts when adding/editing transactions (edited)

  Active JCMattingly 47 views 1 comment 1 point Most recent by DryHeat September 29Feature Requests
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  Source Column for Transactions: Share your feedback here!

  Announcement Coach Natalie 158 views 6 comments 0 points Most recent by TiggerTrainer September 29Early Access User Feedback
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  Mobile App: Show the day of the week on the date picker calendar for transactions (edited)

  Active timmyc123 114 views 7 comments 8 points Most recent by RobWilk September 29Feature Requests
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  Simplifi Android App - Can't change value to positive in series

  Kseniya 63 views 1 comment 0 points Most recent by Coach Aldair September 25Bills and Income
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  Farewell Feedback

  Tim Etherington 111 views 6 comments 1 point Most recent by Flopbot September 25Feedback