Transactions

Discussion List

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  112
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  Planned 2sonsjim 994 views 43 comments 112 points Most recent by Coach Kristina 6:40PMFeature Requests
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  Account Register Update: Share your feedback here!

  Announcement Coach Natalie 332 views 50 comments 0 points Most recent by SRC54 1:13PMEarly Access User Feedback
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  No Transactions Retrieved From Citizens Bank Since 12/9 (edited)

  MikeZ 55 views 12 comments 0 points Most recent by Coach Jon December 12Adding and Updating Accounts
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  39

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  Ability to filter reviewed/unreviewed and uncategorized transactions easily (edited)

  Active perrynmyers 638 views 18 comments 39 points Most recent by DannyB December 12Feature Requests
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  Reviewed Flag is being reset

  Ruonline 48 views 13 comments 0 points Most recent by EL1234 December 12Troubleshooting
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  Issues with Pending Transactions and Regions Bank

  Fradojr 57 views 8 comments 0 points Most recent by SRC54 December 12Troubleshooting
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  22

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

  Active cwebbs60 853 views 41 comments 22 points Most recent by SRC54 December 11Feature Requests
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  91

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  Ability to create a transaction from a Reminder (edited)

  Active dougieINFJ 1.2K views 57 comments 91 points Most recent by EL1234 December 10Feature Requests
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  127

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  Ability to Link multiple Transactions to a single Recurring Bill at one time (edited)

  In Review EODelf 2.2K views 52 comments 127 points Most recent by Quicken Kirby December 10Feature Requests
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  2

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  Web App: Hide the page scrollbar when it's not needed (edited)

  Active Marcin 45 views 3 comments 2 points Most recent by Coach Natalie December 10Feature Requests
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  2

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  Ability to have pending transactions count toward Projected Cash Flow while using 'Bank Balance'

  Active bob303727 61 views 7 comments 2 points Most recent by bob303727 December 9Feature Requests
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  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 15 views 1 comment 1 point Most recent by Coach Natalie December 9Quicken Business & Personal Feature Requests
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 3.9K views 129 comments 223 points Most recent by EL1234 December 9Feature Requests
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  Creating Manual Investment Account - Balance showing zero, no shares

  grahamtj01 33 views 4 comments 0 points Most recent by grahamtj01 December 8Adding and Updating Accounts
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  Target Circle Card won't download new transactions

  RFL281 2.2K views 142 comments 1 point Most recent by allensipe December 7Adding and Updating Accounts
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  Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

  In Review achester99 2.7K views 63 comments 248 points Most recent by DryHeat December 5Feature Requests
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  Why are Zelle payments automatically classified as Transfers when they are payments?

  110011 62 views 11 comments 0 points Most recent by Coach Jon December 5General Troubleshooting
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  18

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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 312 views 15 comments 18 points Most recent by SRC54 December 4Feature Requests
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  9

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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 170 views 9 comments 9 points Most recent by TiggerTrainer December 4Feature Requests
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  Check # field is missing on the mobile app

  System 97 views 16 comments 0 points Most recent by Coach Jon December 4Report a Bug
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  Amount Matching: "Limited Range" option not matching correctly (edited)

  DryHeat 120 views 23 comments 0 points Most recent by Coach Jon December 3Feedback
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  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Dick_Davis 35 views 5 comments 0 points Most recent by Dick_Davis December 3How do you Quicken Simplifi?
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  Merged: Limited Ranged in Series not being Honored

  Closed nmnmnmnmn 7 views 0 comments 0 points Started by nmnmnmnmn December 3 Troubleshooting
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  Pending false Payment to Apple Card

  N4KHQ 29 views 3 comments 0 points Most recent by N4KHQ December 3Troubleshooting
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  How to display all category levels in Quicken Simplifi register?

  Eric D 21 views 2 comments 0 points Most recent by Coach Natalie December 2Managing Your Transactions
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  190

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  Need a 'Select All' and 'Date Range' Filter (edited)

  In Review Drummon1 2.9K views 74 comments 190 points Most recent by Ruonline December 1Feature Requests
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  Import transactions from CSV no longer triggering Rules

  Bernardo 59 views 8 comments 0 points Most recent by Bernardo December 1Troubleshooting
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  Create rule within transaction category removed

  wavehowie 17 views 1 comment 0 points Most recent by Coach Natalie December 1Feedback
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  Moving a transaction to a future date disappears and does not generate a reminder

  nestorbast 271 views 14 comments 1 point Most recent by bvw123 November 30Bills and Income
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 124 views 11 comments 18 points Most recent by zeggerjulie November 29Feature Requests