Transactions

Discussion List

• 
  8

  Up Down
  Add a Dedicated "Actions Items" or "Needs Reviewed" Dashboard Card (edited)

  Active rosachin21k 32 views 1 comment 8 points Most recent by EL1234 January 27Feature Requests
• 
  Missing workflow

  Closed ruthanneclarkjcp 82 views 11 comments 0 points Most recent by ruthanneclarkjcp January 26Managing Your Transactions
• 
  Importing History Limits? (edited)

  Closed lynchbro 13 views 1 comment 0 points Most recent by lynchbro January 25Adding and Updating Accounts
• 
  Merged: Option for Alert before leaving a screen that’s being edited/worked on

  Closed MorganG48 11 views 0 comments 4 points Most recent by sbennet1 January 23Feature Requests
• 
  Merged: Unrecognized transactions and balances in manual accounts

  Closed Jeremiah.R.Akin 1 view 0 comments 0 points Most recent by Jeremiah.R.Akin January 22Report a Bug
• 
  auto enter recurring transactions in manual accounts

  Answered ✓ Closed Jeannette 23 views 1 comment 1 point Most recent by Coach Jon January 22Managing Your Transactions
• 
  USAA transactions STILL not loading in timely manner

  Closed lizgraydvm 12 views 2 comments 0 points Most recent by lizgraydvm January 21Adding and Updating Accounts
• 
  Let category determine what a missing sign (+/-) implies

  Closed RobWilk 105 views 8 comments 0 points Most recent by EL1234 January 20Categories and Tags
• 
  45

  Up Down
  Add a setting to allow the Category field to show it's full path on transactions (edited)

  Active mjodotcom 346 views 19 comments 45 points Most recent by Eric D January 20Feature Requests
• 
  4

  Up Down
  iPad App: Ability to Collapse the Accounts List in the Transactions View (edited)

  DGAzr 42 views 3 comments 4 points Most recent by DGAzr January 19Feature Requests
• 
  Entering Future transactions when paying bills

  Closed ritaylor 115 views 5 comments 1 point Most recent by SRC54 January 19Feedback
• 
  Can you produce reports in Quicken Simplifi that displays memos or notes for every transaction?

  Answered ✓ Closed BLH 22 views 1 comment 0 points Most recent by SRC54 January 18Using Reports
• 
  Show Future Transactions as Transactions, Not like in Projected Cash Flow

  Closed Tolar 35 views 1 comment 0 points Most recent by SRC54 January 17Projected Cash Flow
• 
  Historical Transactions not updating my net worth

  Closed samlimster 32 views 1 comment 0 points Most recent by RobWilk January 17Managing Your Transactions
• 
  15

  Up Down
  Advanced Tag Filters using AND based filters or OR based filters (edited)

  Active nicola 125 views 6 comments 15 points Most recent by gofin715 January 17Feature Requests
• 
  Transactions are being randomly changed

  Closed Cosmo24 33 views 4 comments 0 points Most recent by Cosmo24 January 17Troubleshooting
• 
  Tip: How to get transactions faster for Fidelity Visa Credit Card provided by Elan Financial

  Closed danielkeisling 84 views 4 comments 1 point Most recent by SRC54 January 17Managing Your Transactions
• 
  Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

  Closed nrp06 218 views 16 comments 0 points Most recent by Coach Natalie January 16Troubleshooting
• 
  9

  Up Down
  Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

  Active DannyB 101 views 3 comments 9 points Most recent by SRC54 January 15Feature Requests
• 
  Where are the Spending and Income tabs? (edited)

  Answered ✓ Closed roadrunner 22 views 1 comment 0 points Most recent by Coach Natalie January 14Managing Your Transactions
• 
  Changes to transaction export? (edited)

  Closed John CB 157 views 4 comments 1 point Most recent by John CB January 14Managing Your Transactions
• 
  16

  Up Down
  Stop automatic category assignment/leave category blank for downloaded transactions (edited)

  Active CodePoet 914 views 21 comments 16 points Most recent by Satch January 14Feature Requests
• 
  10

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

  Active Vince 157 views 3 comments 10 points Most recent by sbennet1 January 13Feature Requests
• 
  Transfer to a retirement account to a FSA/HSA, allow to mark as pre-tax for reports?

  Answered ✓ Closed TiggerTrainer 37 views 1 comment 1 point Most recent by SRC54 January 13Categories and Tags
• 
  Mr. Cooper mortgage account - set to manual and now payments show as income (edited)

  Closed Nancy Roberts 164 views 13 comments 0 points Most recent by Nancy Roberts January 12Troubleshooting
• 
  hitting Enter after inputting "Notes" in transaction columns view is cumbersome

  Closed scotte 65 views 8 comments 3 points Most recent by EL1234 January 12Managing Your Transactions
• 
  Merged: Target Circle card - transactions not downloading (edited)

  Closed elvisize 1 view 0 comments 0 points Most recent by elvisize January 12Adding and Updating Accounts
• 
  Mistakenly updated transaction to a future date - now I cannot find it

  Answered ✓ Closed Mango2024 78 views 3 comments 0 points Most recent by EL1234 January 11Managing Your Transactions
• 
  Merged: Filter by day of month in the transaction register and the amount high and low.

  Closed sbennet1 1 view 0 comments 1 point Most recent by sbennet1 January 9Feature Requests