Transactions

Discussion List

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  Some posted transactions not downloading from Wells Fargo (edited)

  Closed Alexem 83 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 82 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 136 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 42 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 2.2K 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 87 views 5 comments 1 point Most recent by Coach Natalie April 16Report a Bug
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  Pending transaction disappears

  Closed KB2014 215 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 74 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 287 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 2.2K 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 180 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 132 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 40 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 209 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 73 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 114 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 6.1K 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 137 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 65 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 18 views 1 comment 0 points Most recent by Coach Jon April 8Adding and Updating Accounts
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  1

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  Add thumbnail image icons to transactions to add some life and color (edited)

  Active gerard143 17 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 4.4K 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 65 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 242 views 12 comments 0 points Most recent by Coach Natalie April 6Adding and Updating Accounts
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  29

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

  Active cwebbs60 1.5K 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 174 views 3 comments 1 point Most recent by ericmn April 6Adding and Updating Accounts
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  New Feature Alert: Spending and Income Tabs in Your Registers!

  Closed Coach Natalie 348 views 1 comment 3 points Most recent by Coach Natalie April 3Updates From the Product Team
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  Close REMINDER and ENTER TRANSACTION at 12:00am on day of

  Closed woodsman 41 views 2 comments 0 points Most recent by SRC54 April 1Bills and Income
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  Transactions aren't showing

  Closed Mortimer Duke 80 views 1 comment 0 points Most recent by Mortimer Duke April 1Troubleshooting
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  Help with linking split transactions to recurring (edited)

  Closed shely6875 220 views 6 comments 0 points Most recent by DryHeat April 1Troubleshooting