Transactions

Discussion List

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  Knoxvilla TVA Emp CU - Payee is now "Electronic Transaction" for debit card transactions (edited)

  prestonjr23 61 views 7 comments 0 points Most recent by Coach Jon April 8Adding and Updating Accounts
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  Add a setting to revert to downloaded Payee info (edited)

  Active mjodotcom 59 views 3 comments 17 points Most recent by djphoto59 April 8Feature Requests
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  Split Transactions - Different Dates

  Closed mnrl 41 views 1 comment 0 points Most recent by Coach Kristina April 7Feedback
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  how to create a transaction that is not linked to an account?

  Answered ✓ Closed Annie Finch 46 views 2 comments 0 points Most recent by Coach Kristina April 7Managing Your Transactions
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  I found a bug in refund tracking

  Closed pixie813 52 views 3 comments 0 points Most recent by Coach Jon April 5Managing Your Transactions
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  Manually set cycle dates other than default of 1st

  Closed MathreH 29 views 1 comment 0 points Most recent by ajbopp April 4Feedback
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  Direct to URL with filter unreviewed true doesn't go to the right view

  Closed Alex Pomerenk 24 views 2 comments 0 points Most recent by Coach Jon April 4Managing Your Transactions
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  Lowe's LAR account missing transactions (edited)

  Closed JTurn 75 views 3 comments 0 points Most recent by Coach Jon April 4Adding and Updating Accounts
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  Ability to re-order the Columns in Transaction Activity (edited)

  Active cas-sea 30 views 1 comment 1 point Most recent by Coach Natalie April 4Feature Requests
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  Why can't I change a category for a transaction and apply that to all transactions for that payee

  Answered ✓ Closed dchernin 136 views 4 comments 0 points Most recent by Clint April 4Managing Your Transactions
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  More hiding options

  Closed amhopi 74 views 1 comment 1 point Most recent by Coach Natalie April 3Feedback
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  Merged: Alliant Visa transactions duplicated for month of Jan ‘24

  simplira 1 view 0 comments 0 points Started by simplira April 2 Report a Bug
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  Select and delete transaction instead of delete one by one

  Answered ✓ Closed RaidenDog 51 views 1 comment 1 point Most recent by DannyB April 1Managing Your Transactions
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  Balance with pending is incorrect

  Closed bintalbalad 39 views 1 comment 0 points Most recent by Coach Jon March 29Troubleshooting
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  Missing transaction detail - Synchrony Amazon Store Card

  Closed laramiles 50 views 5 comments 0 points Most recent by Coach Jon March 29Report a Bug
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  How to categorize credit card payments?

  Answered ✓ Closed Alex C 80 views 1 comment 0 points Most recent by Coach Jon March 29Managing Your Transactions
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  Connect 2 accounts from 1 institution to 2 transactions

  Closed bklipper 34 views 5 comments 0 points Most recent by Coach Natalie March 29Managing Your Transactions
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  For manual accounts, create a shortcut or automatically add recurring transactions to the register

  Closed AdR 51 views 2 comments 2 points Most recent by Coach Natalie March 29Feedback
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  Zelle payments should not be automatically assigned as a Transfer

  Closed Juswanson 49 views 1 comment 0 points Most recent by UrsulaA March 29Feedback
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  Wealthfront cash acc "categories" aren't imported

  Closed joshpfosi 74 views 4 comments 0 points Most recent by joshpfosi March 29Troubleshooting
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  Editing Transaction Errors

  Answered ✓ Closed TeresaM 16 views 1 comment 0 points Most recent by DannyB March 28Troubleshooting
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  Merged: Allow stocks/RSUs sold to be counted as income

  jiehan 11 views 0 comments 1 point Started by jiehan March 27 Feature Requests
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  Add a Transaction Import Log (edited)

  Active hirzel 54 views 2 comments 4 points Most recent by Coach Natalie March 27Feature Requests
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  We need the ability to show discount amounts in split transactions (edited)

  Answered ✓ Closed RLF01 62 views 3 comments 1 point Most recent by Coach Kristina March 26Managing Your Transactions
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  Make "Transactions" view "stick" to last place in session

  Active dchernin 23 views 0 comments 2 points Started by dchernin March 26 Feature Requests
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  Merged: Saved Filters in the Transactions view

  TCQY 1 view 0 comments 1 point Started by TCQY March 25 Feature Requests
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  How to import and connect service without duplicate transactions?

  Answered ✓ Closed Pablo Pennywise 74 views 4 comments 0 points Most recent by UrsulaA March 23Getting Started
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  2

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  Add the "-" minus sign to expense transactions (edited)

  Active Stella 73 views 7 comments 2 points Most recent by EL1234 March 22Feature Requests
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  How should I classify contributions to my HSA account?

  Answered ✓ Closed tigercakes 177 views 2 comments 0 points Most recent by ajbopp March 22Bills and Income