Transactions

Discussion List

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  No balance or transaction updates since friday (edited)

  Closed Dr Gene 17 views 1 comment 0 points Most recent by Coach Jon March 30Adding and Updating Accounts
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  Hovering over ---Split--- in Transaction List now Shows You the Split Amounts

  Closed SRC54 76 views 4 comments 1 point Most recent by Flopbot March 30Feedback
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  3

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  In Reports, show a count of transactions matching the filters

  Active GC_MC 29 views 2 comments 3 points Most recent by Coach Natalie March 30Feature Requests
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  3

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  Marking a recurring reminder as paid should put the transaction in "cleared" status (edited)

  Active MishaM 76 views 4 comments 3 points Most recent by TwelveSilverPennies March 30Feature Requests
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  Getting transaction amounts to show in reports run by category?

  Answered ✓ Closed foster13 40 views 1 comment 0 points Most recent by foster13 March 28Using Reports
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  How to use shared account (Husband & Wife), yet exclude certain information like gifts?

  Answered ✓ Closed KDC1996 480 views 4 comments 0 points Most recent by KDC1996 March 28Using Space Sharing
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  Rename the "Payee" field to "Payee/Payor" (edited)

  Active perkin-warbeck 106 views 9 comments 6 points Most recent by RobWilk March 26Feature Requests
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  "undefined" shows up under Notes column after splitting a transaction with no notes!

  Closed KB2014 114 views 9 comments 1 point Most recent by KB2014 March 25Troubleshooting
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  Stop changing column displays and column names in reports (edited)

  Closed quick username 94 views 3 comments 0 points Most recent by Coach Marcus March 24Feedback
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  How to see the cumulative balance after each entry line in transactions

  Answered ✓ Closed Andre Cheply 86 views 2 comments 0 points Most recent by Andre Cheply March 22Managing Your Transactions
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  Transfer category accounts list in transactions got drastically narrower after 6.11.0 update

  Closed KB2014 498 views 34 comments 0 points Most recent by DryHeat March 22Troubleshooting
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  Cannot enter recurring or manual transaction that will be due over a year (365 days) from today

  Closed Andre Cheply 193 views 11 comments 0 points Most recent by SRC54 March 20Bills and Income
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  Simplifi CSV Import — Category with "/" Not Recognized

  Closed JMQkn 77 views 2 comments 0 points Most recent by Coach Jon March 20Troubleshooting
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  289
  Split transactions should be treated as separate transactions (2 Merged Votes)

  Completed Closed bcrossman 7.1K views 167 comments 289 points Most recent by bcrossman March 20Feature Requests
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  QBP: Zelle payments should not automatically be transfers (edited)

  Active Eric D 115 views 5 comments 9 points Most recent by EL1234 March 18Quicken Business & Personal Feature Requests
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  Bank of America hasn't updated since Feb 13th / Care Code: 2204

  Closed System 100 views 6 comments 0 points Most recent by Coach Jon March 17Adding and Updating Accounts
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  Transaction Detail view on Android phone doesn't quite fit on screen

  Closed DryHeat 169 views 11 comments 0 points Most recent by Coach Jon March 17Report a Bug
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  Transactions Stopped Downloading - Wells Fargo and Discover (edited)

  Closed Thomas56 425 views 21 comments 0 points Most recent by Coach Natalie March 16Adding and Updating Accounts
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  Merged: Add “Duplicate” to the transaction ••• (three‑dot) menu

  Closed Dre 11 views 0 comments 4 points Most recent by Dre March 15Feature Requests
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  Please put rules back on the transactions under the payee where it used to be (edited)

  Closed Rghsfl 28 views 1 comment 0 points Most recent by Coach Kristina March 15Managing Your Transactions
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  Balances and transactions out of sync

  Closed ChrisWT314 80 views 2 comments 0 points Most recent by SRC54 March 15Adding and Updating Accounts
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  Unable to split paycheck, adding split amounts only increases amount to split

  Answered ✓ Closed D_Oldham 264 views 14 comments 1 point Most recent by DryHeat March 14Managing Your Transactions
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  Search By Check Number

  Closed John Kostenbader 62 views 2 comments 0 points Most recent by John Kostenbader March 14Feedback
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  Why did you change the format for downloading transactions?

  Answered ✓ Closed Gonzalo Eyzaguirre 32 views 1 comment 0 points Most recent by DryHeat March 12Managing Your Transactions
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  Past due bills cannot link to transaction (edited)

  Closed RobI 91 views 4 comments 0 points Most recent by Coach Natalie March 11Troubleshooting
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  2
  Add an 'Attachments' column to Reports (edited)

  Completed Closed Dick_Davis 33 views 1 comment 2 points Most recent by Coach Natalie March 11Feature Requests
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  Pending expenses downloaded as income (edited)

  Closed squirrelbeforesunset 71 views 3 comments 0 points Most recent by Coach Jon March 11Troubleshooting
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  3
  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Completed Closed afrancisco87 264 views 6 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  4
  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Completed Closed UrsulaA 96 views 5 comments 4 points Most recent by EL1234 March 10Feature Requests