Transactions

Discussion List

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  2

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  Add a warning that there are attachments when deleting a transaction (edited)

  Dick_Davis 11 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
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  Mortgage Transactions (Principle, Interest, and Escrow)

  Answered ✓ Closed Dick_Davis 31 views 2 comments 0 points Most recent by SRC54 June 2025Managing Your Transactions
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  Mobile App: Show the day of the week on the date picker calendar for transactions (edited)

  Active timmyc123 42 views 4 comments 6 points Most recent by egal June 2025Feature Requests
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  How to account for Square credit card payment fees (edited)

  Closed Justjes 14 views 1 comment 0 points Most recent by Coach Jon June 2025General Troubleshooting
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  Bank Reconciliation $50 Short in Q13

  Closed JG_1 18 views 1 comment 0 points Most recent by Coach Jon June 2025Managing Your Transactions
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  Transactions disappear when linked to recurring

  Closed bobmablob 332 views 22 comments 1 point Most recent by Coach Natalie June 2025Report a Bug
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  Credit Card Payments in Checking Account

  Closed TheRealFastDave 47 views 5 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Mortgage Payments as Transfers

  Answered ✓ Closed BlueGrits 60 views 2 comments 0 points Most recent by DryHeat June 2025Managing Your Transactions
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  Apply multiple invoice payments to one deposit

  Closed cjjones21 33 views 1 comment 1 point Most recent by Coach Natalie June 2025Invoices & 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 2025Feature 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 2025 Feature Requests
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  Spending Plan- Transaction Activity- Manage Columns

  Closed LadyDorian 16 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  5

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

  Active Jds 58 views 3 comments 5 points Most recent by Dick_Davis June 2025Feature Requests
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  Amazon refunds are being treated as credit card payments (edited)

  Closed cloudquick 293 views 28 comments 2 points Most recent by cloudquick June 2025General Troubleshooting
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  How to unapply a recurring payment from the wrong transaction to correct cash flow? (edited)

  Closed cloudquick 69 views 13 comments 0 points Most recent by DryHeat June 2025General Troubleshooting
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  Mortgage Payment Splits

  Closed tvanto 91 views 9 comments 0 points Most recent by SRC54 June 2025Troubleshooting
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  Payee names are STILL truncated or incorrect

  Closed SeattleGuy 84 views 9 comments 1 point Most recent by SeattleGuy June 2025Report a Bug
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  Missing transactions and a frustrating Help Center interaction

  Closed pst 98 views 6 comments 1 point Most recent by Coach Jon June 2025Troubleshooting
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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 2025Report a Bug
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  Cannot split an income into different categories

  Closed Jake B 24 views 5 comments 0 points Most recent by EL1234 June 2025Managing Your Transactions
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  Firestone CFNA Credit Card: Reverse Register (edited)

  Closed EricG301 166 views 28 comments 0 points Most recent by EricG301 June 2025Adding and Updating Accounts
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  Moving from Quicken Classic to Simplifi

  Closed Dick_Davis 316 views 3 comments 0 points Most recent by Coach Jon June 2025Getting Started
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  Missing Transactions - Alliant Credit Union

  Closed Z3r0XG 16 views 1 comment 0 points Most recent by Coach Jon June 2025Adding 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 2025 Feature Requests
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  5

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

  Active Vince 122 views 1 comment 5 points Most recent by zbsh May 2025Feature 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 2025Feature Requests
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  5
  Add a Receipt Icon/Paperclip to Transaction Lists on the Mobile App (edited)

  Completed Closed Flopbot 180 views 5 comments 5 points Most recent by Flopbot May 2025Feature Requests
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  8

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  Add an icon or indicator for new transactions that have downloaded (edited)

  Active jjdavis84 19 views 3 comments 8 points Most recent by SRC54 May 2025Feature Requests