Transactions

Discussion List

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  Help finding and removing transactions assigned to Account: Unknown (edited)

  Closed SmittyVA 201 views 11 comments 0 points Most recent by Coach Jon April 23Troubleshooting
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  Venmo keeps disconnecting and not showing transactions (edited)

  Closed Liam Soper 62 views 1 comment 0 points Most recent by Coach Natalie April 23Adding and Updating Accounts
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  Mobile App: Add "Most Used Categories" in the categories list (edited)

  Active Bartman682 11 views 0 comments 2 points Started by Bartman682 April 23 Feature Requests
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  Feedback on projected balance, entering transactions, and reconciling (edited)

  Answered ✓ Closed Walter.louro 21 views 1 comment 0 points Most recent by SRC54 April 21Feedback
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  Some posted transactions not downloading from Wells Fargo (edited)

  Closed Alexem 63 views 3 comments 0 points Most recent by Coach Jon April 21Adding and Updating Accounts
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  Deletion Security Prompts

  Closed Simpli_User_101 62 views 3 comments 0 points Most recent by Simpli_User_101 April 19Feedback
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  Minimized sections get expanded after marking transactions as reviewed with "reviewed" filter set

  Closed System 101 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 ✓ Closed rwales10 31 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 Closed 2sonsjim 2K 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

  Closed bling 71 views 5 comments 1 point Most recent by Coach Natalie April 16Report a Bug
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  Pending transaction disappears

  Closed KB2014 172 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

  Closed System 61 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 252 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)

  Closed someotherderek 1.9K views 100 comments 3 points Most recent by Vlad2277 April 15Adding and Updating Accounts
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  Transaction List scroll jumps back to the top of the list (edited)

  Closed budgetj75 141 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 ✓ Closed Riwri1 111 views 1 comment 0 points Most recent by Coach Jon April 13Managing Your Transactions
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  Easier way to track shared expenses (edited)

  Closed Solom1ej 31 views 1 comment 0 points Most recent by DryHeat April 13Managing Your Transactions
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  How to run a report for a date range? (edited)

  Answered ✓ Closed pasteve99 171 views 8 comments 0 points Most recent by pasteve99 April 12Using Reports
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  Upload/Import transactions with attatchments (PDFs)

  Answered ✓ Closed TexNolan 53 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

  Closed zooey5253 91 views 3 comments 0 points Most recent by zooey5253 April 11Managing Your Transactions
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Completed Closed buncha 5.7K views 138 comments 223 points Most recent by Coach Natalie April 10Feature Requests
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  Festivus is Over But I Still Have Grievances!

  Closed Tim Etherington 102 views 8 comments 0 points Most recent by Tim Etherington April 9Feedback
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  Can't create a category rule from a transaction (edited)

  Closed wavehowie 51 views 1 comment 0 points Most recent by Coach Natalie April 8Managing Your Transactions
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  Fidelity Visa Card account missing transactions

  Closed John Wells 11 views 1 comment 0 points Most recent by Coach Jon April 8Adding and Updating Accounts
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  Add thumbnail image icons to transactions to add some life and color (edited)

  Active gerard143 11 views 1 comment 1 point Most recent by Coach Natalie April 8Feature Requests
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  Transaction List Update: Share your feedback here!

  Closed Coach Natalie 3.7K views 193 comments 1 point Most recent by Coach Natalie April 7Feedback
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  When scrolling transactions, the screen auto-adjusts back to the top of the screen (edited)

  Closed bclifton01 55 views 2 comments 2 points Most recent by sbennet1 April 7Report a Bug
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  Hudson Valley Credit Union transactions not loading (edited)

  Closed Charles V 201 views 12 comments 0 points Most recent by Coach Natalie April 6Adding and Updating Accounts
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  Convert Reminders to a Transaction on the day they occur [edited] (1 Merged Vote)

  Active cwebbs60 1.4K views 48 comments 29 points Most recent by sbennet1 April 6Feature Requests
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  Target Red Card missing transactions and fake $0 transactions (edited)

  Closed royhova 142 views 3 comments 1 point Most recent by ericmn April 6Adding and Updating Accounts