Transactions

Discussion List

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  Splits in Recurring & Other Splits Enhancements: Share your feedback here!

  Announcement Coach Natalie 237 views 34 comments 0 points Most recent by jaarso 3:51AMEarly Access User Feedback
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  Deletion Security Prompts

  Simpli_User_101 24 views 3 comments 0 points Most recent by Simpli_User_101 April 19Feedback
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  Barclays Credit Card Account Loaded but No Transactions

  2bluwings 176 views 15 comments 1 point Most recent by 2bluwings April 19Adding and Updating Accounts
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 495 views 29 comments 52 points Most recent by Levanima April 18Feature Requests
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  Splits: Option to always show additional fields (Tags, Exclusions, Note) [edited]

  Active Roux 22 views 3 comments 6 points Most recent by Coach Kristina April 18Feature Requests
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  Full Payee descriptions are needed (edited)

  In Review mjodotcom 830 views 64 comments 111 points Most recent by n2it April 18Feature Requests
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  5
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  In Progress Max1223 395 views 33 comments 5 points Most recent by UrsulaA April 17Feature Requests
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  Minimized sections get expanded after marking transactions as reviewed with "reviewed" filter set

  System 37 views 9 comments 1 point Most recent by EL1234 April 17Feedback
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  How do I add a flag field to transactions?

  Answered rwales10 13 views 1 comment 0 points Most recent by Coach Jon April 16Managing Your Transactions
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  116
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  Completed 2sonsjim 1.4K views 56 comments 116 points Most recent by Coach Natalie April 16Feature Requests
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  Escape key to dismiss modals forces a scroll to the top of the transaction list

  bling 45 views 5 comments 1 point Most recent by Coach Natalie April 16Report a Bug
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  Pending transaction disappears

  KB2014 70 views 11 comments 0 points Most recent by KB2014 April 15Troubleshooting
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  When splitting a transaction with filters set, my sort order gets reset

  System 18 views 5 comments 0 points Most recent by EL1234 April 15Troubleshooting
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  Spending and Income Tabs in Your Registers: Share your feedback here!

  Closed Coach Natalie 174 views 12 comments 0 points Most recent by Coach Natalie April 15Feedback
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  Connected account balances not updating with pending transactions (edited)

  someotherderek 926 views 100 comments 3 points Most recent by Vlad2277 April 15Adding and Updating Accounts
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  PayPal Cashback World Mastercard not updating transactions or balance since 3/27 (edited)

  annikalily 86 views 6 comments 0 points Most recent by Marcela April 14Adding and Updating Accounts
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  New Feature Alert: Splits in Recurring & Other Splits Enhancements!

  Announcement Closed Coach Natalie 230 views 1 comment 6 points Most recent by Coach Natalie April 14Updates From the Product Team
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  Transaction List scroll jumps back to the top of the list (edited)

  budgetj75 69 views 7 comments 0 points Most recent by budgetj75 April 14Report a Bug
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  Using "reviewed" to reconcile transactions on the mobile app? (edited)

  Answered Riwri1 24 views 1 comment 0 points Most recent by Coach Jon April 13Managing Your Transactions
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  Ability to sort transactions with the same date/Add a sorting logic (edited)

  Active RobWilk 28 views 2 comments 6 points Most recent by sbennet1 April 13Feature Requests
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  Editing transactions inline on the web app is not saving changes until clicking elsewhere (edited)

  simplify_mn 48 views 4 comments 0 points Most recent by EL1234 April 13Report a Bug
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  Easier way to track shared expenses (edited)

  Solom1ej 11 views 1 comment 0 points Most recent by DryHeat April 13Managing Your Transactions
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  Import transactions from CSV no longer triggering Rules

  Bernardo 259 views 27 comments 0 points Most recent by hubert.casimiro April 13Report a Bug
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  Link Part of a Split Transaction to a Recurring Bill [edited] (1 Merged Vote)

  Active ccrawford 574 views 26 comments 87 points Most recent by Thirdegree April 12Feature Requests
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  How to run a report for a date range? (edited)

  Answered ✓ pasteve99 63 views 8 comments 0 points Most recent by pasteve99 April 12Using Reports
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  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 16 views 1 comment 3 points Most recent by artschrader April 12Feature Requests
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  Upload/Import transactions with attatchments (PDFs)

  Answered ✓ TexNolan 16 views 2 comments 0 points Most recent by TexNolan April 11Managing Your Transactions
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  The Split Transaction function does not allow you to split an item across several months

  zooey5253 38 views 3 comments 0 points Most recent by zooey5253 April 11Managing Your Transactions
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  Searching transactions on Web loses focus on the Search field while typing (edited)

  TexNolan 52 views 3 comments 0 points Most recent by TexNolan April 10Troubleshooting
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  QBP: Ability to print checks for my business (edited)

  Active donmcw 56 views 2 comments 1 point Most recent by Thys April 10Quicken Business & Personal Feature Requests