Transactions

Discussion List

• 
  Will Target Red Card ever actually work again?

  Oleksander 84 views 4 comments 2 points Most recent by skyblade42 5:01PMAdding and Updating Accounts
• 
  58

  Up Down
  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 705 views 34 comments 58 points Most recent by Levanima August 7Feature Requests
• 
  6

  Up Down
  Mobile App: Show the day of the week on the date picker calendar for transactions (edited)

  Active timmyc123 59 views 6 comments 6 points Most recent by Jenny T August 7Feature Requests
• 
  Typing in the amount field is a bad UI experience (edited)

  mellamokb 140 views 13 comments 1 point Most recent by EL1234 August 5Report a Bug
• 
  Discover Credit Card Now Capital One – Messed up Transactions (edited)

  Dick_Davis 51 views 4 comments 0 points Most recent by DryHeat August 4Adding and Updating Accounts
• 
  Discover Credit Card transition to Capital One - No transactions prior to April 30 (edited)

  Cschaumburg 52 views 3 comments 0 points Most recent by Coach Natalie August 3Adding and Updating Accounts
• 
  Expense Receipts for Quicken Business & Personal: Share your feedback here!

  Announcement Coach Natalie 78 views 1 comment 0 points Most recent by Moralessalsidoj August 3Early Access User Feedback
• 
  New Feature: Expense Receipts for Quicken Business & Personal!

  Announcement Closed Coach Natalie 171 views 0 comments 0 points Started by Coach Natalie August 3 Updates From the Product Team
• 
  Enhanced Transaction List Toolbar: Share your feedback here!

  Announcement Coach Natalie 447 views 31 comments 0 points Most recent by SRC54 August 3Feedback
• 
  Optum FSA Account Transaction Activity does not align with Simplifi/FDP-102/FDP-2001/to.100 (edited)

  jhst 256 views 32 comments 0 points Most recent by Coach Natalie August 3Adding and Updating Accounts
• 
  Accounts/transactions aren't updating (edited)

  Brainnrse 31 views 1 comment 0 points Most recent by Coach Kristina August 1Adding and Updating Accounts
• 
  New Feature Alert: Enhanced Transaction List Toolbar!

  Announcement Closed Coach Natalie 687 views 2 comments 2 points Most recent by Coach Natalie July 31Updates From the Product Team
• 
  No Discover transactions since last week

  System 85 views 4 comments 0 points Most recent by Thomas56 July 30Adding and Updating Accounts
• 
  24

  Up Down
  Mobile Phone Widget for 'Recent Transactions' (edited)

  In Review RCA 195 views 8 comments 24 points Most recent by Bartman682 July 29Feature Requests
• 
  Discover transactions before 3 months ago are missing, and only loan account is showing to link

  jerryvetter 35 views 2 comments 0 points Most recent by Coach Jon July 29Adding and Updating Accounts
• 
  Make Splits separate transactions to be handled independently but marked as a split.

  Moralessalsidoj 57 views 4 comments 1 point Most recent by SRC54 July 28Managing Your Transactions
• 
  How to edit and change multiple transactions at once in the mobile app? (edited)

  Answered ✓ ps56k 96 views 7 comments 0 points Most recent by ps56k July 28Managing Your Transactions
• 
  Editing linked transfer deletes one side of transaction

  ejs 158 views 7 comments 1 point Most recent by Coach Natalie July 27Report a Bug
• 
  Is there a way to shut off the exclude feature? (edited)

  Kim Wilhelmson 37 views 1 comment 1 point Most recent by DryHeat July 25Managing Your Transactions
• 
  74

  Up Down
  Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

  Active WWi 2.6K views 39 comments 74 points Most recent by hangingchad July 23Feature Requests
• 
  PayPal Credit, MasterCard and Crypto missing transactions (edited)

  ReedD 81 views 5 comments 0 points Most recent by Coach Jon July 22Adding and Updating Accounts
• 
  Recurring Income Transaction Does Not Post with the Exclusion Settings Set in the Series (edited)

  pastchief8 95 views 9 comments 0 points Most recent by SRC54 July 19Troubleshooting
• 
  69

  Up Down
  Ability to remove tags during bulk edit

  Active Norm6257 1.2K views 47 comments 69 points Most recent by Troy Weber July 18Feature Requests
• 
  Duplicate transactions showing in account (edited)

  Thomas56 202 views 8 comments 0 points Most recent by DryHeat July 17Managing Your Transactions
• 
  3

  Up Down
  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 24 views 2 comments 3 points Most recent by rco July 16Feature Requests
• 
  4

  Up Down
  Keep Past Due Items in Projected Cash Flow Until Resolved (edited)

  Active AlfredoR 34 views 0 comments 4 points Started by AlfredoR July 15 Feature Requests
• 
  Notes disappeared from customize columns

  MinB 66 views 4 comments 0 points Most recent by SRC54 July 14Troubleshooting
• 
  Looking to automate some transaction classifications based on the owner or last 4 (edited)

  ByJam 52 views 1 comment 0 points Most recent by Coach Jon July 13Managing Your Transactions
• 
  0

  Up Down
  Bring back the "Tight" transaction row spacing option (edited)

  MWA 67 views 3 comments 0 points Most recent by Coach Natalie July 13Feature Requests