Transactions

Discussion List

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  Duplicate Discover transactions showing in reports (edited)

  Thomas56 86 views 7 comments 0 points Most recent by Thomas56 2:31PMManaging Your Transactions
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  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 18 views 2 comments 3 points Most recent by rco July 16Feature Requests
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  Keep Past Due Items in Projected Cash Flow Until Resolved (edited)

  Active AlfredoR 22 views 0 comments 4 points Started by AlfredoR July 15 Feature Requests
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  Notes disappeared from customize columns

  MinB 43 views 4 comments 0 points Most recent by SRC54 July 14Troubleshooting
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  Looking to automate some transaction classifications based on the owner or last 4 (edited)

  Answered ByJam 25 views 1 comment 0 points Most recent by Coach Jon July 13Managing Your Transactions
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  Bring back the "Tight" transaction row spacing option (edited)

  MWA 43 views 3 comments 0 points Most recent by Coach Natalie July 13Feature Requests
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  PENDING Transactions NOT clearing and then dropped from the register (edited)

  fromawayme 38 views 2 comments 0 points Most recent by EL1234 July 13Adding and Updating Accounts
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  When exporting a single account's transactions, add the account name to the CSV file (edited)

  Active Esings2Him 92 views 5 comments 5 points Most recent by dsfreddy July 12Feature Requests
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  Enhanced Transaction Search: Share your feedback here!

  Closed Coach Natalie 184 views 10 comments 0 points Most recent by Coach Natalie July 9Feedback
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 644 views 31 comments 57 points Most recent by woodsman July 8Feature Requests
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  Automatically resize column widths to fit browser window (dynamic column sizing)

  theebrain 43 views 2 comments 1 point Most recent by theebrain July 7Managing Your Transactions
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  Is there a way to duplicate or copy a transaction with splits to a new transaction?

  Answered ✓ EGoff 38 views 1 comment 0 points Most recent by Coach Jon July 7Managing Your Transactions
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  Associated Bank credit card - Positive transactions showing up as negative (edited)

  mmmartian 64 views 6 comments 0 points Most recent by DryHeat July 6Adding and Updating Accounts
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  Will Target Red Card ever actually work again?

  Oleksander 43 views 2 comments 1 point Most recent by EL1234 July 6Adding and Updating Accounts
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  Splits in Recurring & Other Splits Enhancements: Share your feedback here!

  Closed Coach Natalie 1.4K views 110 comments 0 points Most recent by Quicken Kirby July 6Feedback
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  Ability to edit the status of transactions (pending/cleared) from the transaction list directly

  ChrisWT314 49 views 3 comments 3 points Most recent by Coach Natalie July 6Feature Requests
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  Hovering over long payee names and putting cursor at top of field causes flashing in the hover text

  bobthemoneyguy 42 views 1 comment 0 points Most recent by Coach Jon July 2Report a Bug
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  Ability to sort transactions by multiple criteria/levels (edited)

  Active mmmartian 32 views 3 comments 5 points Most recent by EL1234 July 2Feature Requests
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  Make Splits separate transactions to be handled independently but marked as a split.

  Moralessalsidoj 44 views 2 comments 1 point Most recent by EL1234 July 1Managing Your Transactions
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  Features in Q Classic Simplifi Needs (edited)

  Qsince92 43 views 1 comment 0 points Most recent by Coach Jon July 1Feedback
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  how do you remove Statements from category list on Transactions display in Simplifi

  Answered ✓ msp04977 35 views 1 comment 0 points Most recent by Coach Jon July 1Managing Your Transactions
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  Ability to delete a transaction with one click (edited)

  Active raffi 112 views 6 comments 4 points Most recent by mmmartian July 1Feature Requests
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  Enhanced Transaction List Toolbar: Share your feedback here!

  Announcement Coach Natalie 303 views 18 comments 1 point Most recent by Coach Natalie July 1Early Access User Feedback
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  Categorize receipts with AI and auto split transaction

  dtorg1955 52 views 5 comments 0 points Most recent by Coach Natalie June 29Managing Your Transactions
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  Robinhood Transaction Wrong Sign

  roshankarim 51 views 4 comments 0 points Most recent by Coach Jon June 29Adding and Updating Accounts
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  Merged: Hide the All Accounts balance at the top when viewing transactions. [Edited]

  Closed Dan DeWaal 39 views 0 comments 1 point Most recent by EL1234 June 28Feature Requests
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  How to create a receipt with multiple transactions

  Answered ✓ matthewb 30 views 1 comment 0 points Most recent by Coach Kristina June 28Invoices, Estimates, & Sales Receipts
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  Recurring Transaction Matching Issue

  Answered ✓ CROforce 102 views 6 comments 0 points Most recent by DryHeat June 28Troubleshooting
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  Bulk edit option for status field

  Active Norm6257 134 views 2 comments 4 points Most recent by Coach Kristina June 28Feature Requests
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  When clicking on "category" drop down, the current selected category should be auto-highlighted

  Active nichodamous 277 views 13 comments 18 points Most recent by Coach Kristina June 28Feature Requests