Transactions

Discussion List

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  Merged: Include way to split taxes as part of transaction split

  Closed Clizby 11 views 0 comments 2 points Most recent by SRC54 July 2025Feature Requests
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  payee names cut off in the register when hovering and editing (edited)

  Closed EL1234 98 views 17 comments 0 points Most recent by EL1234 July 2025Report a Bug
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  Microsoft Office Sub

  Closed Stevefxp 7 views 2 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
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  Transfer transactions not included in account total (edited)

  Closed MichaelSwartz 12 views 1 comment 0 points Most recent by DryHeat July 2025Managing Your Transactions
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  Transactions and Spending Plans

  Closed Stevefxp 52 views 10 comments 0 points Most recent by DannyB July 2025Using the Spending Plan
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  Transaction Default Page setup gives you ZERO information on first glance

  Closed SimplyUser6754 21 views 2 comments 2 points Most recent by DryHeat July 2025Feedback
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  Merged: Transaction name shortens on hover in web app

  Closed cchatham11 1 view 0 comments 0 points Started by cchatham11 July 2025 Report a Bug
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  Accounting for Loans from a 403b or 401k

  Answered ✓ Closed ericksonjb 22 views 1 comment 0 points Most recent by Coach Jon July 2025Managing Your Transactions
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  How to account for cash loan to child

  Answered ✓ Closed John Rowland 29 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 97 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 53 views 4 comments 0 points Most recent by Coach Kristina July 2025Categories and Tags
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  "Opening Balance" transaction category?

  Closed ejs 75 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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  8

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  Ability to assign different Payees to Split Transactions (edited)

  Active esender 117 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 113 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 13 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 13 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 32 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 57 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 207 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 57 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback