Transactions

Discussion List

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  Target Circle Card transactions category keeps changing on me

  Closed msl2424 69 views 11 comments 0 points Most recent by Coach Jon January 28Managing Your Transactions
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  Add a Dedicated "Actions Items" or "Needs Reviewed" Dashboard Card (edited)

  Active rosachin21k 34 views 1 comment 8 points Most recent by EL1234 January 27Feature Requests
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  Missing workflow

  Closed ruthanneclarkjcp 84 views 11 comments 0 points Most recent by ruthanneclarkjcp January 26Managing Your Transactions
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  Importing History Limits? (edited)

  Closed lynchbro 15 views 1 comment 0 points Most recent by lynchbro January 25Adding and Updating Accounts
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  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
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  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
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  auto enter recurring transactions in manual accounts

  Answered ✓ Closed Jeannette 30 views 1 comment 1 point Most recent by Coach Jon January 22Managing Your Transactions
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  USAA transactions STILL not loading in timely manner

  Closed lizgraydvm 14 views 2 comments 0 points Most recent by lizgraydvm January 21Adding and Updating Accounts
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  Let category determine what a missing sign (+/-) implies

  Closed RobWilk 111 views 8 comments 0 points Most recent by EL1234 January 20Categories and Tags
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  45

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

  Active mjodotcom 353 views 19 comments 45 points Most recent by Eric D January 20Feature Requests
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  iPad App: Ability to Collapse the Accounts List in the Transactions View (edited)

  DGAzr 46 views 3 comments 4 points Most recent by DGAzr January 19Feature Requests
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  Entering Future transactions when paying bills

  Closed ritaylor 127 views 5 comments 1 point Most recent by SRC54 January 19Feedback
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  Can you produce reports in Quicken Simplifi that displays memos or notes for every transaction?

  Answered ✓ Closed BLH 25 views 1 comment 0 points Most recent by SRC54 January 18Using Reports
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  Show Future Transactions as Transactions, Not like in Projected Cash Flow

  Closed Tolar 43 views 1 comment 0 points Most recent by SRC54 January 17Projected Cash Flow
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  Historical Transactions not updating my net worth

  Closed samlimster 35 views 1 comment 0 points Most recent by RobWilk January 17Managing Your Transactions
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  Transactions are being randomly changed

  Closed Cosmo24 35 views 4 comments 0 points Most recent by Cosmo24 January 17Troubleshooting
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  Tip: How to get transactions faster for Fidelity Visa Credit Card provided by Elan Financial

  Closed danielkeisling 104 views 4 comments 1 point Most recent by SRC54 January 17Managing Your Transactions
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  Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

  Closed nrp06 227 views 16 comments 0 points Most recent by Coach Natalie January 16Troubleshooting
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  Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

  Active DannyB 103 views 3 comments 9 points Most recent by SRC54 January 15Feature Requests
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  Where are the Spending and Income tabs? (edited)

  Answered ✓ Closed roadrunner 23 views 1 comment 0 points Most recent by Coach Natalie January 14Managing Your Transactions
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  Changes to transaction export? (edited)

  Closed John CB 169 views 4 comments 1 point Most recent by John CB January 14Managing Your Transactions
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  Stop automatic category assignment/leave category blank for downloaded transactions (edited)

  Active CodePoet 947 views 21 comments 16 points Most recent by Satch January 14Feature Requests
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  Ability to import transactions via CSV more than once (edited)

  Active Vince 165 views 3 comments 10 points Most recent by sbennet1 January 13Feature Requests
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  Transfer to a retirement account to a FSA/HSA, allow to mark as pre-tax for reports?

  Answered ✓ Closed TiggerTrainer 40 views 1 comment 1 point Most recent by SRC54 January 13Categories and Tags
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  Mr. Cooper mortgage account - set to manual and now payments show as income (edited)

  Closed Nancy Roberts 174 views 13 comments 0 points Most recent by Nancy Roberts January 12Troubleshooting
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  hitting Enter after inputting "Notes" in transaction columns view is cumbersome

  Closed scotte 71 views 8 comments 3 points Most recent by EL1234 January 12Managing Your Transactions
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  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
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  Mistakenly updated transaction to a future date - now I cannot find it

  Answered ✓ Closed Mango2024 86 views 3 comments 0 points Most recent by EL1234 January 11Managing Your Transactions