Transactions

Discussion List

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  Apply multiple invoice payments to one deposit

  Closed cjjones21 30 views 1 comment 1 point Most recent by Coach Natalie June 9Invoices & Estimates
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  12

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  Allow the - (minus) in searches (1 Merged Vote)

  Active EL1234 56 views 10 comments 12 points Most recent by Max1223 June 8Feature Requests
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  1

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  Mobile App: Ability to print transaction attachments (edited)

  Active Folkcello 1 view 0 comments 1 point Started by Folkcello June 7 Feature Requests
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  Spending Plan- Transaction Activity- Manage Columns

  Closed LadyDorian 15 views 1 comment 0 points Most recent by Coach Natalie June 6Feedback
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  5

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  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 53 views 3 comments 5 points Most recent by Dick_Davis June 6Feature Requests
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  Amazon refunds are being treated as credit card payments (edited)

  Closed cloudquick 244 views 28 comments 2 points Most recent by cloudquick June 6General Troubleshooting
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  How to unapply a recurring payment from the wrong transaction to correct cash flow? (edited)

  Closed cloudquick 64 views 13 comments 0 points Most recent by DryHeat June 6General Troubleshooting
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  Mortgage Payment Splits

  Closed tvanto 68 views 9 comments 0 points Most recent by SRC54 June 6Troubleshooting
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  Payee names are STILL truncated or incorrect

  Closed SeattleGuy 77 views 9 comments 1 point Most recent by SeattleGuy June 5Report a Bug
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  Missing transactions and a frustrating Help Center interaction

  Closed pst 73 views 6 comments 0 points Most recent by Coach Jon June 4Troubleshooting
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  Transaction missing from one day to the next (after linking to series)?

  Closed budgetj75 261 views 33 comments 0 points Most recent by Coach Natalie June 4Report a Bug
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  Cannot split an income into different categories

  Closed Jake B 23 views 5 comments 0 points Most recent by EL1234 June 4Managing Your Transactions
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  Firestone CFNA Credit Card: Reverse Register (edited)

  Closed EricG301 159 views 28 comments 0 points Most recent by EricG301 June 3Adding and Updating Accounts
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  Moving from Quicken Classic to Simplifi

  Closed Dick_Davis 246 views 3 comments 0 points Most recent by Coach Jon June 2Getting Started
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  Missing Transactions - Alliant Credit Union

  Closed Z3r0XG 15 views 1 comment 0 points Most recent by Coach Jon June 2Adding and Updating Accounts
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  1

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  Ability to sort transactions with the same date/Add a sorting logic (edited)

  Active RobWilk 12 views 0 comments 1 point Started by RobWilk May 31 Feature Requests
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  5

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  Ability to import transactions via CSV more than once (edited)

  Active Vince 117 views 1 comment 5 points Most recent by zbsh May 31Feature Requests
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  3

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  Make it more obvious when filters are applied to the register (edited)

  Active BigEquator 11 views 2 comments 3 points Most recent by Coach Kristina May 31Feature Requests
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  5
  Add a Receipt Icon/Paperclip to Transaction Lists on the Mobile App (edited)

  Completed Closed Flopbot 177 views 5 comments 5 points Most recent by Flopbot May 30Feature Requests
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  Add an icon or indicator for new transactions that have downloaded (edited)

  Active jjdavis84 18 views 3 comments 8 points Most recent by SRC54 May 30Feature Requests
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  Make it easier to spend from pre funded savings goals or sinking funds

  Closed Bhadam 114 views 1 comment 0 points Most recent by Coach Jon May 29Feedback
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  [ONGOING] 5/15/25: Target Red Card - Missing Transactions

  Coach Natalie 994 views 1 comment 3 points Most recent by Coach Natalie May 29Current Online Banking Issues
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  Reconciliation in Quicken Simplifi Business & Personal? (edited)

  Closed CRA 79 views 2 comments 0 points Most recent by Flopbot May 29Quicken Business & Personal Feedback
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  Starting with Quicken Simplifi

  Answered ✓ Closed HGiara 37 views 1 comment 0 points Most recent by Flopbot May 29Getting Started
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  Lost Transactions for NFCU

  Closed Dognose 11 views 3 comments 0 points Most recent by Coach Jon May 28Troubleshooting
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  How to handle transaction from Savings to Checking for Home Repair

  Answered Closed housetr 31 views 4 comments 0 points Most recent by DryHeat May 28Managing Your Transactions
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  How to include Ck # field in csv printout?

  Answered ✓ Closed Redfrog09 11 views 1 comment 0 points Most recent by Coach Jon May 27Managing Your Transactions
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  Quicken Classic vs Simplifi

  Answered ✓ Closed Moorrf 33 views 1 comment 0 points Most recent by SRC54 May 26Getting Started
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  Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)

  Active Chris 548 views 27 comments 45 points Most recent by evetski May 24Feature Requests