Transactions

Discussion List

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  37

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  Button to filter reviewed/unreviewed and uncategorized transactions easily (edited)

  Active perrynmyers 621 views 17 comments 37 points Most recent by EL1234 December 4Feature Requests
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  Account Register Update: Share your feedback here!

  Announcement Coach Natalie 167 views 28 comments 0 points Most recent by chadallen December 4Early Access User Feedback
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  18

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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 307 views 15 comments 18 points Most recent by SRC54 December 4Feature Requests
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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 169 views 9 comments 9 points Most recent by TiggerTrainer December 4Feature Requests
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  Check # field is missing on the mobile app

  System 97 views 16 comments 0 points Most recent by Coach Jon December 4Report a Bug
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  Amount Matching: "Limited Range" option not matching correctly (edited)

  DryHeat 115 views 23 comments 0 points Most recent by Coach Jon December 3Feedback
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  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Dick_Davis 30 views 5 comments 0 points Most recent by Dick_Davis December 3How do you Quicken Simplifi?
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  Merged: Limited Ranged in Series not being Honored

  Closed nmnmnmnmn 7 views 0 comments 0 points Started by nmnmnmnmn December 3 Troubleshooting
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  Pending false Payment to Apple Card

  N4KHQ 24 views 3 comments 0 points Most recent by N4KHQ December 3Troubleshooting
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  Why are Zelle payments automatically classified as Transfers when they are payments?

  110011 41 views 9 comments 0 points Most recent by EL1234 December 3General Troubleshooting
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  Target Circle Card won't download new transactions

  RFL281 2.1K views 141 comments 1 point Most recent by EL1234 December 2Adding and Updating Accounts
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  How to display all category levels in Quicken Simplifi register?

  Answered Eric D 17 views 2 comments 0 points Most recent by Coach Natalie December 2Managing Your Transactions
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  190

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

  In Review Drummon1 2.8K views 74 comments 190 points Most recent by Ruonline December 1Feature Requests
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  Import transactions from CSV no longer triggering Rules

  Bernardo 59 views 8 comments 0 points Most recent by Bernardo December 1Troubleshooting
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  Create rule within transaction category removed

  wavehowie 11 views 1 comment 0 points Most recent by Coach Natalie December 1Feedback
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  Moving a transaction to a future date disappears and does not generate a reminder

  nestorbast 264 views 14 comments 1 point Most recent by bvw123 November 30Bills and Income
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  17

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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 118 views 11 comments 17 points Most recent by zeggerjulie November 29Feature Requests
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  248

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  Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

  In Review achester99 2.7K views 61 comments 248 points Most recent by Tabby90 November 28Feature Requests
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  [ONGOING] 11/14/25: USAA - Missing Transactions

  Coach Natalie 116 views 1 comment 1 point Most recent by Coach Jon November 28Current Online Banking Issues
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  Adding back tag field to spending report

  zipfamily 50 views 8 comments 0 points Most recent by DryHeat November 27Using Reports
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  Categorizing Pending Transactions on a Credit Card causes transactions to disappear

  OldTimeQuickUser 28 views 1 comment 0 points Most recent by Coach Natalie November 26Managing Your Transactions
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  Pending Transactions showing reversed (ie: as positive instead of negative) on multiple accounts

  SmittyVA 31 views 1 comment 0 points Most recent by Coach Jon November 26Adding and Updating Accounts
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  Position the selection for the category at the one selected.

  dtorg1955 16 views 1 comment 0 points Most recent by Coach Jon November 24Managing Your Transactions
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  1
  Ability to re-order the Columns in Transaction Activity (edited)

  Completed cas-sea 58 views 2 comments 1 point Most recent by Coach Natalie November 24Feature Requests
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  10
  Ability to sort register by Tags (edited)

  Completed bowgy4 72 views 5 comments 10 points Most recent by Coach Natalie November 24Feature Requests
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  USAA - Missing Transactions (edited)

  DryHeat 74 views 13 comments -1 point Most recent by DryHeat November 24Adding and Updating Accounts
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  Transactions in accounts setup to include in Reports are being excluded

  ThadW 32 views 5 comments 0 points Most recent by Coach Jon November 24Troubleshooting
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  Baxter Credit Union Showing Debits as Credits (edited)

  cvwest 71 views 10 comments 0 points Most recent by Coach Kristina November 23Adding and Updating Accounts
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  -1

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  Rename 'Check #' to "Check/Reference #" (edited)

  Dick_Davis 36 views 5 comments -1 point Most recent by EL1234 November 23Feature Requests
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  109

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  Full Payee descriptions are needed (edited)

  In Review mjodotcom 553 views 57 comments 109 points Most recent by 110011 November 21Feature Requests