Transactions

Discussion List

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  How to account for cash loan to child

  Answered ✓ Closed John Rowland 23 views 2 comments 0 points Most recent by John Rowland July 2025Managing Your Transactions
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  Visa Provisioning Transactions

  Answered ✓ Closed Stevefxp 11 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  Excluded from Reports & Spending Plan Transactions

  Answered ✓ Closed Stevefxp 78 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  How do I add a Transfer Subcategory? (edited)

  Answered ✓ Closed Stevefxp 51 views 4 comments 0 points Most recent by Coach Kristina July 2025Categories and Tags
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  "Opening Balance" transaction category?

  Closed ejs 71 views 7 comments 0 points Most recent by ejs July 2025Managing Your Transactions
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  Ability to choose which transaction data to keep when merging transactions (edited)

  Active RobWilk 82 views 8 comments 5 points Most recent by egal July 2025Feature Requests
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  Ability to assign different Payees to Split Transactions (edited)

  Active esender 115 views 5 comments 8 points Most recent by EL1234 July 2025Feature Requests
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  Merged: Allowing Multiple Payees for One Transaction - Splits (edited)

  Closed aastol 1 view 0 comments 1 point Started by aastol July 2025 Feature Requests
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  Merged: Payee Name display cut off on screen

  Closed Ron4266 1 view 0 comments 0 points Started by Ron4266 July 2025 Managing Your Transactions
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  Understanding – Pending in Transaction Activity

  Answered ✓ Closed Dick_Davis 102 views 9 comments 0 points Most recent by Dick_Davis June 2025Adding and Updating Accounts
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  not seeing merchants for credit cards (edited)

  Answered ✓ Closed ronm 12 views 1 comment 0 points Most recent by Coach Kristina June 2025Managing Your Transactions
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  Manage Credit Cards

  Closed countrycloudboy 12 views 1 comment 0 points Most recent by DannyB June 2025Managing Your Transactions
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  Credit splits

  Closed mograce 11 views 1 comment 0 points Most recent by Coach Kristina June 2025Managing Your Transactions
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  United Nation FCU credit transactions do not distinguish posted from pending Iedited)

  Closed James.MP 11 views 1 comment 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Consumer Loan Paid by Credit Card Monthly

  Closed Dick_Davis 27 views 2 comments 0 points Most recent by Dick_Davis June 2025Bills and Income
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  Ability to add Attachments to each Split (edited)

  Dick_Davis 53 views 5 comments 0 points Most recent by EL1234 June 2025Feature Requests
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  Reviewed flag for pending transactions gets reset to not reviewed after posted

  Closed habrams99 197 views 22 comments 1 point Most recent by Dick_Davis June 2025Troubleshooting
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  Add a checkbox to each month header in Transactions to "select all" for the month (edited)

  Active phixed 12 views 0 comments 4 points Started by phixed June 2025 Feature Requests
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  Merged: Saving Goals Links for Tranactions

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 2 points Started by HeyJaiBabyIGotUrMony June 2025 Feature Requests
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  Reconcile Accounts by Statement Upload

  Closed stevel0821 54 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback
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  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Dick_Davis 28 views 4 comments 1 point Most recent by Dick_Davis June 2025Feature Requests
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  Finding Transactions that are in the future (beyond Current Date)

  Closed Dick_Davis 105 views 2 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Typing in the Transaction Category field on web

  Closed rgonzalez 11 views 1 comment 0 points Most recent by Coach Jon June 2025Troubleshooting
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  Linked [Transfer] Transactions shown

  Answered ✓ Closed Dick_Davis 31 views 4 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 35 views 5 comments 1 point Most recent by Dick_Davis June 2025Feedback
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  Ideas on how to handle repayment?

  Closed DannyB 73 views 11 comments 0 points Most recent by DannyB June 2025Managing Your Transactions
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  Merged: Reviewed pending credit card transaction are marked-unreviewed when it moves to Posted

  Closed Shree3 1 view 0 comments 0 points Started by Shree3 June 2025 Managing Your Transactions
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  Add an 'Attachments' column to Reports (edited)

  Active Dick_Davis 11 views 0 comments 2 points Started by Dick_Davis June 2025 Feature Requests