Transactions

Transactions not being recognized in Planned Spending (edited)

Answered ✓ Closed kash80 32 views 3 comments 0 points Most recent by Coach Jon May 14Using the Spending Plan

Feature Questions & Feedback

Closed arknemsis 31 views 4 comments 0 points Most recent by Coach Natalie May 14Feedback

Splits Redesign: Share your feedback here!

Closed Coach Natalie 1.4K views 75 comments 0 points Most recent by Coach Natalie May 13Feedback

16

Ability to mark a 'Cleared' transaction as 'Pending' (edited)

Active RobWilk 317 views 13 comments 16 points Most recent by RobWilk May 12Feature Requests

Linking a transaction to a recurring reminder deletes the transaction

Closed System 60 views 8 comments 0 points Most recent by Coach Kristina May 11Report a Bug

Notes Field - Overflows Instead of Wraps

Closed Flopbot 32 views 3 comments 2 points Most recent by Flopbot May 9Report a Bug

Print checks & deposit slips

Answered ✓ Closed KinvaP 31 views 1 comment 0 points Most recent by Coach Jon May 9Quicken Business & Personal Feedback

Freedom Credit Union Transactions Don't Sync

Closed vmorgs 35 views 7 comments 0 points Most recent by Coach Jon May 9Adding and Updating Accounts

Spending Plan Linking to Transaction Issues.

Answered ✓ Closed RonH2K 36 views 3 comments 0 points Most recent by DannyB May 6Using the Spending Plan

Knoxvilla TVA Emp CU - Payee is now "Electronic Transaction" for debit card transactions (edited)

prestonjr23 61 views 9 comments 0 points Most recent by prestonjr23 May 6Adding and Updating Accounts

Reclassifying a deposited check from another account

Answered ✓ Closed Tad1966 13 views 1 comment 0 points Most recent by SRC54 May 5Managing Your Transactions

Merged: Target Red Card transactions are missing

Closed Alphabet 51 views 0 comments 0 points Most recent by Coach Kristina May 4Adding and Updating Accounts

Unable to remove Credit Memo

Closed Flopbot 42 views 5 comments 0 points Most recent by Coach Jon May 2General Troubleshooting

Missing Transactions for Space Coast Credit Union

Closed Travis B. 32 views 6 comments 0 points Most recent by Travis B. April 30Adding and Updating Accounts

Merged: Ability to attach PDF’s as attachments/receipts

Closed kevinbcole 1 view 0 comments 1 point Most recent by RobWilk April 26Feature Requests

New Credit Card was stolen (edited)

Closed futurepotato 63 views 4 comments 0 points Most recent by SRC54 April 25Adding and Updating Accounts

Ability to invert amounts in a specific account

Closed BYH 14 views 1 comment 1 point Most recent by Coach Jon April 22Managing Your Transactions

Not recognizing Venmo transactions

Closed Meileigh2021 17 views 2 comments 0 points Most recent by Mayra April 21Using Reports

Transaction disappears after it's entered

Closed RossB 13 views 1 comment 0 points Most recent by Coach Kristina April 19Troubleshooting

Imports aren't working - has this been resolved?

Closed lmwst36 15 views 1 comment 0 points Most recent by Coach Kristina April 19Troubleshooting

Simplifi program counts 401k and other paycheck deductions as expenses (edited)

Closed chicago89 104 views 3 comments 0 points Most recent by Coach Kristina April 19Managing Your Transactions

Highlight Issue with Payee field in Investment Transaction Detail window (edited)

Closed neon45 178 views 34 comments 0 points Most recent by Coach Kristina April 19Investments

12

Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

Completed Closed UrsulaA 53 views 3 comments 12 points Most recent by UrsulaA April 18Feature Requests

How do I link a transaction to a manual liability - Second try

Closed vhrcats 14 views 2 comments 0 points Most recent by vhrcats April 17Adding and Updating Accounts

Mortgage accounts

Answered ✓ Closed Mankow 88 views 2 comments 0 points Most recent by Mankow April 16Feedback

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