Transactions

Discussion List

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  Automated Labeling based on transaction characteristics

  Closed dbs2025 22 views 1 comment 1 point Most recent by Coach Jon October 2025Managing Your Transactions
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  12

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  Ability to track IOU's from friends in accounts like Venmo/CashApp (1 Merged Vote)

  Active amidzicigor 715 views 5 comments 12 points Most recent by Coach Natalie October 2025Feature Requests
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  How to get loan payment transactions in both checking and loan accounts?

  Answered ✓ Closed gern 118 views 2 comments 0 points Most recent by DryHeat October 2025Managing Your Transactions
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  20
  Ability to deselect Subcategories in Filters when the Parent Category is selected (edited)

  Completed Closed Norm6257 173 views 9 comments 20 points Most recent by EL1234 October 2025Feature Requests
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  Tags list in a transaction in the Spending Plan not in alphabetical order

  Closed MishaM 115 views 11 comments 0 points Most recent by DannyB October 2025Report a Bug
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  All My Recurring Transaction Series Disappeared!!!

  Closed anold 572 views 43 comments 0 points Most recent by Coach Jon October 2025Report a Bug for Quicken Business & Personal
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  How to add interest and dividends as income?

  Answered ✓ Closed TK_25 127 views 2 comments 0 points Most recent by SRC54 October 2025General Troubleshooting
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  Sallie Mae 105 was fixed, now missing history

  Closed System 42 views 5 comments 0 points Most recent by Magotaux October 2025Adding and Updating Accounts
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  Check numbers not populated

  Closed lindsayla18 52 views 5 comments 0 points Most recent by SRC54 October 2025Managing Your Transactions
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  Swipe to "Mark as Reviewed" not working on the iOS app

  Closed wilbertseoane 53 views 8 comments 0 points Most recent by SRC54 October 2025Troubleshooting
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  Icon for pending transactions to review/clear? (edited)

  Closed lynchbro 63 views 4 comments 0 points Most recent by lynchbro October 2025Managing Your Transactions
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  Is deleting transaction history permanent? (edited)

  Closed lynchbro 51 views 4 comments 0 points Most recent by Coach Jon October 2025Managing Your Transactions
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  "Oops! Something went wrong error" when viewing transactions with new register (edited)

  Closed RobWilk 62 views 6 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
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  Bill Connect for Credit Card: Statement Amount Is Not Counting Some Transactions

  Closed System 152 views 11 comments 0 points Most recent by DryHeat October 2025Troubleshooting
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  Linking Savings goal to transactions

  Answered ✓ Closed lynchbro 53 views 1 comment 1 point Most recent by Coach Kristina October 2025Using Savings Goals
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  Editing Transactions for Previous Months is Insanely Frustrating

  Closed SirCharles 21 views 1 comment 0 points Most recent by RobWilk October 2025Troubleshooting
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  Transaction list not grouping by date correctly

  Closed strwrsdbz 53 views 5 comments 2 points Most recent by strwrsdbz October 2025Feedback
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  Help with counting transfers as income (edited)

  Closed z1r 197 views 6 comments 0 points Most recent by DryHeat October 2025Bills and Income
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  Failure to deselect the previous box when adding Tags to transactions (edited)

  Closed Philk 142 views 9 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  "Notes" cannot be updated from Transactions page

  Closed ag123 32 views 4 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  My Experience Using Quicken as an International User (Why I’m Switching)

  Closed ejobity 237 views 3 comments 0 points Most recent by SRC54 October 2025Feedback
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  Pending Transaction Disappeared

  Closed Jenny T 51 views 5 comments 0 points Most recent by RobWilk October 2025Troubleshooting
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  Checking Exclude from Reports does not save when changing Transfer category

  Closed segmented-reality 32 views 4 comments 0 points Most recent by Coach Jon October 2025Report a Bug
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  Transactions involving checks not importing from checking account.

  Closed dcarozza 11 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Ally Bank transfer transactions will be labeled with the Payee as another vendor (edited)

  Closed E.W. 34 views 4 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Business Categories unavailable within Quicken Business & Personal (edited)

  Closed Padavan21 393 views 32 comments 0 points Most recent by Padavan21 October 2025Report a Bug for Quicken Business & Personal
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  CSV file upload issue

  Closed pom 43 views 4 comments 1 point Most recent by pom October 2025Troubleshooting