Transactions

Discussion List

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  How to display all category levels in Quicken Simplifi register?

  Closed Eric D 66 views 2 comments 1 point Most recent by Coach Natalie December 2025Managing Your Transactions
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  Create rule within transaction category removed

  Closed wavehowie 60 views 1 comment 0 points Most recent by Coach Natalie December 2025Feedback
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  Adding back tag field to spending report

  Closed zipfamily 73 views 8 comments 0 points Most recent by DryHeat November 2025Using Reports
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  Categorizing Pending Transactions on a Credit Card causes transactions to disappear

  Closed OldTimeQuickUser 32 views 1 comment 0 points Most recent by Coach Natalie November 2025Managing Your Transactions
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  Pending Transactions showing reversed (ie: as positive instead of negative) on multiple accounts

  Closed SmittyVA 121 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Position the selection for the category at the one selected.

  Closed dtorg1955 12 views 1 comment 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  1
  Ability to re-order the Columns in Transaction Activity (edited)

  Completed Closed cas-sea 94 views 2 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
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  10
  Ability to sort register by Tags (edited)

  Completed Closed bowgy4 113 views 5 comments 10 points Most recent by Coach Natalie November 2025Feature Requests
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  USAA - Missing Transactions (edited)

  Closed DryHeat 156 views 13 comments -1 point Most recent by DryHeat November 2025Adding and Updating Accounts
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  -2

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  Rename 'Check #' to "Check/Reference #" (edited)

  Dick_Davis 50 views 5 comments -2 points Most recent by EL1234 November 2025Feature Requests
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  Merged: Target Circle Credit Card Not Updating Transactions

  Closed TiggerTrainer 1 view 0 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Checking accounts are often not current even after multiple updates (edited)

  Closed MareBear 40 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  15

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  Include both 'Posted Date' and 'Transaction Date' for transactions (edited)

  Active mmmartian 61 views 2 comments 15 points Most recent by RobWilk November 2025Feature Requests
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  Merged: USAA transactions not downloading

  Closed lizgraydvm 21 views 0 comments 0 points Most recent by DryHeat November 2025Adding and Updating Accounts
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  Add Tags to Transactions in Spending Plan

  Closed MikeZ 49 views 3 comments 4 points Most recent by Coach Natalie November 2025Using the Spending Plan
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  7

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  Add a "Create and New" button in the Create Transaction window (edited)

  Active akogan 40 views 4 comments 7 points Most recent by RipTWD November 2025Feature Requests
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  Merged: Creating multiple transactions

  Closed RipTWD 1 view 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  where did comments/tagging section go?

  Closed Kartad 27 views 1 comment 1 point Most recent by SRC54 November 2025Troubleshooting
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  Some transactions included in download/export are not visible in the account transaction list

  Closed Silverthorne 17 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  Check Number Field Missing after 4.83.0 Upgrade (edited)

  Closed West Winds 338 views 26 comments 0 points Most recent by scott1982 November 2025Report a Bug
• 
  is there a way to bulk update accounts/transactions to not be excluded from spending reports?

  Answered ✓ Closed hubert.casimiro 48 views 1 comment 1 point Most recent by SRC54 November 2025Managing Your Transactions
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  Merged: Check Number column removed (edited)

  Closed lowestvvoice 21 views 0 comments 0 points Most recent by EL1234 November 2025Managing Your Transactions
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  OceanFirst Bank -- transactions not syncing

  Closed ejs 23 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Export missing data: the last straw :(

  Closed Max1223 109 views 7 comments 1 point Most recent by SRC54 November 2025Feedback
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  Display of Uncategorized

  Closed J3rabb 38 views 3 comments 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  Simplifi Suggestions (edited)

  Closed tomba51 32 views 3 comments 0 points Most recent by Coach Natalie November 2025Feedback
• 
  Pending vs. Cleared transactions

  Closed tim40 97 views 4 comments 0 points Most recent by tim40 November 2025Categories and Tags
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  Help linking a manual investment transaction as a transfer (edited)

  Closed maxvv 39 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
• 
  Transaction registers: we'd love your input

  Closed Quicken Kirby 802 views 24 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  MidwestOne Bank Pending Transactions - Counted as the opposite type in "Bank Balance"

  Closed y0xn9xds 47 views 3 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts