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Discussion List
Amex personal savings account not downloading new transactions
kiun
51
views
7
comments
0
points
Most recent by
Andor
11:55AM
Adding and Updating Accounts
Set up recurring transaction on a cash account
Question
MishaM
5
views
0
comments
0
points
Started by
MishaM
2:10AM
Managing Your Transactions
Auto-Split transactions by Percentage, Auto-Tag transactions, and Tag-Based P&L
techdan
10
views
1
comment
1
point
Most recent by
Coach Natalie
October 18
Feedback
235
Up
Down
Split transactions should be treated as separate transactions (2 Merged Votes)
Active
bcrossman
3.5K
views
118
comments
235
points
Most recent by
Flopbot
October 18
Feature Requests
Reminder will not link to transaction
RockLee
29
views
3
comments
0
points
Most recent by
Coach Jon
October 17
Troubleshooting
Import from credit card company gives positive and negative matching transactions
lsitongia
19
views
2
comments
0
points
Most recent by
lsitongia
October 16
Troubleshooting
[ONGOING] 10/02/24: Reminders carousel is missing or blank in the Transaction View
Coach Jon
64
views
1
comment
2
points
Most recent by
Coach Jon
October 16
Known Product Issues
4
Up
Down
Ability to classify a Transaction as a Reimbursement (edited)
jliguori
219
views
1
comment
4
points
Most recent by
Coach Natalie
October 16
Feature Requests
No transactions and zero balance with Washington State DRS
System
6
views
2
comments
0
points
Most recent by
Coach Natalie
October 16
Adding and Updating Accounts
Transactions disappear when linked to recurring
bobmablob
99
views
13
comments
1
point
Most recent by
Coach Natalie
October 14
Report a Bug
Recording Venmo Transaction
VermillionSands
22
views
2
comments
0
points
Most recent by
VermillionSands
October 12
Troubleshooting
New user…assigning categories
Answered ✓
GregP
28
views
2
comments
0
points
Most recent by
GregP
October 11
Getting Started
3
Up
Down
Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)
Active
tcr000
47
views
5
comments
3
points
Most recent by
Coach Jon
October 11
Feature Requests
Spent Tile Should Show Reviewed Status of Each Transaction
tcr000
8
views
1
comment
0
points
Most recent by
Coach Jon
October 10
Feedback
4
Up
Down
Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)
Active
MtnCreed
63
views
5
comments
4
points
Most recent by
DannyB
October 10
Feature Requests
3
Up
Down
Ability to exclude prior data when connecting accounts (edited)
Active
Jen
57
views
3
comments
3
points
Most recent by
Coach Natalie
October 9
Feature Requests
220
Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
Planned
buncha
2.6K
views
91
comments
220
points
Most recent by
bbertchie
October 8
Feature Requests
PayPal Transactions are Missing
damnedxer
53
views
10
comments
0
points
Most recent by
Coach Natalie
October 7
Adding and Updating Accounts
10
Up
Down
Bulk Move Transactions from one account to another (edited)
Active
SRC54
171
views
3
comments
10
points
Most recent by
SRC54
October 7
Feature Requests
Starting to get frustrated. Are there solutions I am not aware of?
subiemat
62
views
9
comments
0
points
Most recent by
DannyB
October 7
Feedback
Manually added transactions are not saving
jmatty2000
12
views
1
comment
0
points
Most recent by
SRC54
October 6
Report a Bug
Searching for a certain tag doesn't show a sum total (edited)
andyqq99
23
views
6
comments
0
points
Most recent by
SRC54
October 5
Managing Your Transactions
Kohls Credit Card not showing transactions
MorganG
18
views
3
comments
0
points
Most recent by
Rick_B
October 4
Adding and Updating Accounts
Make the green "Reviewed checkmark" visible from desktop/browser when listing transactions.
eteam49ers
17
views
3
comments
1
point
Most recent by
Coach Jon
October 2
Managing Your Transactions
Citibank connection restored but does not download processed transactions
SDReady
76
views
13
comments
0
points
Most recent by
Coach Jon
October 2
Adding and Updating Accounts
5
Up
Down
Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)
Active
UrsulaA
12
views
0
comments
5
points
Started by
UrsulaA
October 2
Feature Requests
1
Up
Down
Mobile App: Ability to see transaction 'Notes' in the main transaction view (edited)
Active
Ritland
22
views
1
comment
1
point
Most recent by
RFC793
October 2
Feature Requests
1
Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)
Planned
Max1223
27
views
3
comments
1
point
Most recent by
UrsulaA
October 1
Feature Requests
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