Transactions

Discussion List

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  27

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

  Active Chris 321 views 22 comments 27 points Most recent by RobWilk 2:44AMFeature Requests
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  Cleared transaction still shows pending in the tooltip and balance is off

  System 332 views 58 comments 0 points Most recent by UrsulaA December 3Adding and Updating Accounts
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  Add "Go to Today" or "Today" button to account registers (edited)

  Active gh4266 10 views 1 comment 1 point Most recent by Coach Natalie December 2Feature Requests
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  Link reminders to transactions questions

  sunflowermom 16 views 1 comment 0 points Most recent by Coach Natalie December 2How do you Quicken Simplifi?
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  NEW 12/2/24: Unable To Assign Tags To Multiple Transactions

  Announcement Coach Natalie 31 views 0 comments 0 points Started by Coach Natalie December 2 Known Product Issues
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  Gesa Credit union connecting but not updating transactions

  Bill G 61 views 3 comments 0 points Most recent by Coach Natalie December 2Adding and Updating Accounts
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  split transaction with positive and negative numbers

  Woppel 23 views 4 comments 1 point Most recent by UrsulaA December 2Troubleshooting
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  19

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  Convert Reminders to a Transaction on the day they occur [edited] (1 Merged Vote)

  Active cwebbs60 667 views 34 comments 19 points Most recent by IgnacioRG November 29Feature Requests
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  Simplifi Calculates FUSB Balance Wrong Again Today

  SRC54 217 views 39 comments 0 points Most recent by SRC54 November 29Report a Bug
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  Show "Transfers" or Linked Transactions right next to each other in the Transactions List

  Active System 66 views 9 comments 9 points Most recent by EL1234 November 28Feature Requests
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  87

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  Full Payee descriptions are needed (edited)

  Active mjodotcom 123 views 46 comments 87 points Most recent by bling November 28Feature Requests
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  Unable to un-exclude transactions

  swiggity 48 views 8 comments 0 points Most recent by swiggity November 27Report a Bug
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  Mobile App: Don't cut off Category Names when searching the Categories list on transactions

  Active Flopbot 112 views 7 comments 2 points Most recent by Flopbot November 27Feature Requests
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  Payee names truncated in ledger

  lindsayla18 171 views 26 comments 2 points Most recent by djb5718 November 26Report a Bug
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  Web App: Display the full category path when searching the categories list on transactions

  Active asheroto 12 views 0 comments 2 points Started by asheroto November 26 Feature Requests
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  Provide Option to Disable "Smart" Features

  User20230826 40 views 3 comments 1 point Most recent by Coach Natalie November 26Feedback
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  Automatically enter recurring transactions in the register

  Jeff Kozol 20 views 1 comment 0 points Most recent by Coach Jon November 25Feedback
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  [ONGOING] 11/11/24: Multiple FI's - Account Balance & Missing Transactions Issues

  Coach Natalie 479 views 1 comment 2 points Most recent by Coach Jon November 25Current Online Banking Issues
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  Deleted credit card account, then re-added, but only got transactions back to August

  Membername 20 views 3 comments 0 points Most recent by Coach Natalie November 25Adding and Updating Accounts
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  Duplicate Transactions

  TheReal702 239 views 46 comments 0 points Most recent by TheReal702 November 25Troubleshooting
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  Recurring payment disappearing with store refund

  ertibb 9 views 1 comment 0 points Most recent by SRC54 November 25Troubleshooting
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  Unlinking issues (mobile/web) for recurring transactions

  RobWilk 77 views 17 comments 0 points Most recent by RobWilk November 25Report a Bug
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  "Appears on your [...] statement as" Text Download Length

  Flopbot 104 views 15 comments 0 points Most recent by Coach Kristina November 24Managing Your Transactions
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  43

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  Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)

  Active harinath 448 views 21 comments 43 points Most recent by LatAmSojourner November 24Feature Requests
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  248

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  Split transactions should be treated as separate transactions (2 Merged Votes)

  Active bcrossman 3.7K views 135 comments 248 points Most recent by SRC54 November 23Feature Requests
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  Blank payee on Transactions page for Fidelity CMA account

  brokenchord 53 views 7 comments 0 points Most recent by Coach Kristina November 23Adding and Updating Accounts
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  6

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  Ability to Link Manual Transactions to Recurring Reminders from the Reminder directly (edited)

  Active Flopbot 112 views 5 comments 6 points Most recent by RobWilk November 22Feature Requests
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  212

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  Link from Transaction to 'take from' Savings goal (1 Merged Vote)

  In Review achester99 1.9K views 38 comments 212 points Most recent by Flopbot November 22Feature Requests
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  Merged: Full Payee descriptions are needed (edited)

  Closed RobjWill718 1.1K views 0 comments 77 points Most recent by Flopbot November 22Feature Requests
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  Merged: Date of Chase CC transactions

  Closed mllcpa 7 views 0 comments 1 point Most recent by RobWilk November 22Feature Requests