Transactions

Discussion List

• 
  2

  Up Down
  Show an icon in the transactions list to indicate manual transactions

  Active EL1234 21 views 4 comments 2 points Most recent by RobWilk December 20Feature Requests
• 
  29

  Up Down
  Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)

  Active Chris 337 views 23 comments 29 points Most recent by mllcpa December 20Feature Requests
• 
  Can no longer hover on recurring series "circular arrows" icon to see which series is linked

  Duke0486 94 views 15 comments 0 points Most recent by Duke0486 December 20Report a Bug
• 
  8

  Up Down
  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Active UrsulaA 30 views 1 comment 8 points Most recent by RobWilk December 20Feature Requests
• 
  Columns still don't "stick" in reports.

  RobWilk 18 views 1 comment 0 points Most recent by Coach Natalie December 20Feedback
• 
  [RESOLVED] 10/22/24: Incorrect Transaction Types with Bremer

  Closed Coach Jon 57 views 2 comments 0 points Most recent by Coach Natalie December 20Current Online Banking Issues
• 
  1
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 41 views 4 comments 1 point Most recent by RobWilk December 20Feature Requests
• 
  [ONGOING] 12/6/24: Associated Bank - Missing Credit Card Transactions

  Coach Natalie 17 views 1 comment 0 points Most recent by Coach Natalie December 20Current Online Banking Issues
• 
  [ONGOING] 12/05/24: Issue with editing pending/cleared Transactions into Bill Reminders

  Coach Jon 70 views 1 comment 0 points Most recent by Coach Jon December 19Known Product Issues
• 
  Simplifi Not Updating Transactions for ufcu.org

  BlueGrits 70 views 11 comments 0 points Most recent by BlueGrits December 19Adding and Updating Accounts
• 
  1

  Up Down
  Projected balance to include consideration for promotional credit card balances

  Active PolyNomad 18 views 1 comment 1 point Most recent by Coach Natalie December 18Feature Requests
• 
  Why can't I select transactions for specific dates?

  Don46 10 views 1 comment 0 points Most recent by SRC54 December 18Troubleshooting
• 
  Simplifi Calculates FUSB Balance Wrong Again Today

  SRC54 271 views 46 comments 0 points Most recent by SRC54 December 18Report a Bug
• 
  Possible Bug - Transaction Type Icon on Split Tranactions

  Flopbot 80 views 8 comments 1 point Most recent by Coach Jon December 16Report a Bug for Quicken Business & Personal
• 
  Lake Trust Credit Union Visa Credit Card Transactions Not Displaying

  JC. 21 views 2 comments 0 points Most recent by Coach Jon December 16Adding and Updating Accounts
• 
  [ONGOING] 12/2/24: Unable To Assign Tags To Multiple Transactions

  Coach Natalie 67 views 1 comment 0 points Most recent by Coach Natalie December 16Known Product Issues
• 
  23

  Up Down
  Add a wildcard to transaction name/search function (edited)

  Active cconrado90 1.8K views 22 comments 23 points Most recent by orad December 16Feature Requests
• 
  4

  Up Down
  The transactions search bar should be an AND operation

  Active orad 31 views 3 comments 4 points Most recent by orad December 16Feature Requests
• 
  4

  Up Down
  Detect and remove authorizations charges that do not clear (edited)

  Active RobWilk 25 views 2 comments 4 points Most recent by RobWilk December 15Feature Requests
• 
  4

  Up Down
  Note Icon Indicator (edited)

  Active orad 59 views 11 comments 4 points Most recent by RobWilk December 15Feature Requests
• 
  How do I see a list of Projects that aren't marked with Billable?

  Answered ✓ Flopbot 23 views 3 comments 0 points Most recent by Coach Tara December 13General Troubleshooting
• 
  4

  Up Down
  Expand the clicking range of the green 'reviewed' checkmark (edited)

  Active Flopbot 20 views 1 comment 4 points Most recent by SRC54 December 13Feature Requests
• 
  Payee names truncated in ledger

  lindsayla18 199 views 27 comments 2 points Most recent by Jenny T December 13Report a Bug
• 
  Recurring payment disappearing with store refund

  ertibb 24 views 4 comments 0 points Most recent by ertibb December 13Troubleshooting
• 
  Resize Columns / Reorder Columns

  Photoipster 14 views 1 comment 1 point Most recent by Coach Jon December 11Managing Your Transactions
• 
  220
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 2.9K views 98 comments 220 points Most recent by mimiminn December 9Feature Requests
• 
  Many, but not all, transactions in 2024 for one credit card have reverted to “pending”

  tylermdunn 55 views 7 comments 0 points Most recent by Coach Kristina December 8Report a Bug
• 
  Payee renaming suddenly really bad

  carmy 31 views 2 comments 0 points Most recent by Coach Kristina December 8Troubleshooting