Transactions

Discussion List

• 
  Difficulty (Impossibility?) when merging pending and cleared transactions (edited)

  Closed RobWilk 24 views 4 comments 0 points Most recent by RobWilk March 1Managing Your Transactions
• 
  4

  Up Down
  Ability to Manually Link/Merge Transactions in the Mobile App [edited] (1 Merged Vote)

  Active jtjones0304 55 views 3 comments 4 points Most recent by UrsulaA March 1Feature Requests
• 
  Manual Entry versus Download Transactions Only

  Closed RobWilk 189 views 7 comments 0 points Most recent by ajbopp March 1How do you Quicken Simplifi?
• 
  Transaction missing from one day to the next (after linking to series)?

  budgetj75 208 views 26 comments 0 points Most recent by budgetj75 February 29Report a Bug
• 
  10

  Up Down
  Ability to sort register by Tags (edited)

  Active bowgy4 65 views 4 comments 10 points Most recent by UrsulaA February 29Feature Requests
• 
  Month-to-current-date total spending

  Answered ✓ Closed santoshamb 66 views 3 comments 0 points Most recent by RobWilk February 29Using Reports
• 
  3

  Up Down
  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Active afrancisco87 114 views 5 comments 3 points Most recent by Coach Natalie February 29Feature Requests
• 
  2

  Up Down
  Transfer Transactions: Remove non-functional "Exclude From Report" option

  Active RobWilk 60 views 4 comments 2 points Most recent by UrsulaA February 29Feature Requests
• 
  Excluding Money-In/Money-Out Side Missing on at least SOME transactions

  Closed RobWilk 39 views 7 comments 0 points Most recent by Coach Natalie February 29Report a Bug
• 
  Merged: Ability to apply custom title/label/name in front-end UI to colored flags

  aolafsson 1 view 0 comments 3 points Started by aolafsson February 29 Feature Requests
• 
  Merged: Chase credit card showing wrong transaction date

  Jenny12345 1 view 0 comments 0 points Started by Jenny12345 February 28 Adding and Updating Accounts
• 
  After editing date, transaction shows that it appears on statement with new edited date on iOS app

  Closed JEmily 43 views 2 comments 0 points Most recent by Coach Natalie February 28Report a Bug
• 
  Cannot search and find one of the split transaction (the other is found)

  Closed tim o 64 views 8 comments 0 points Most recent by DavidB February 28Report a Bug
• 
  Any update on transaction splits not appearing in reports according to their split categories?

  Answered ✓ Closed RKM 52 views 2 comments 0 points Most recent by RKM February 28Using Reports
• 
  I'm migrating from Mint...

  Closed Amethyst64 261 views 19 comments 0 points Most recent by Amethyst64 February 28Managing Your Transactions
• 
  Can I fix missing transactions by manually importing them from a csv file?

  Answered ✓ Closed SeattleGuy 112 views 2 comments 0 points Most recent by SeattleGuy February 28Managing Your Transactions
• 
  How do you handle ATM Splits?

  Answered ✓ Closed cowboydude99 28 views 5 comments 0 points Most recent by UrsulaA February 27Managing Your Transactions
• 
  10

  Up Down
  Recycle Bin for Deleted Transactions (edited)

  Active coltrane 95 views 3 comments 10 points Most recent by UrsulaA February 27Feature Requests
• 
  Can't see the bottom of the screen when splitting transactions (edited)

  Answered ✓ Closed mthomas24 45 views 2 comments 0 points Most recent by mthomas24 February 26Troubleshooting
• 
  Paycheck not syncing

  Closed JACK-UK 15 views 1 comment 0 points Most recent by Coach Kristina February 25Managing Your Transactions
• 
  Available cash for Credit Card Payment

  Closed mrzoops 66 views 2 comments 0 points Most recent by Bgz February 25Projected Cash Flow
• 
  Merged: Feature Request: Ability to ignore one part of a split transaction

  MichaelJohn984 11 views 0 comments 1 point Started by MichaelJohn984 February 24 Feature Requests
• 
  Recurring Bill Series: Updating Series not Updating Individual Transactions

  Answered ✓ Closed bdjekel 97 views 3 comments 0 points Most recent by bdjekel February 23Troubleshooting
• 
  2

  Up Down
  Add a Change Log for manually adding, deleting, or editing transactions (edited)

  Active Robinthemike 34 views 0 comments 2 points Started by Robinthemike February 23 Feature Requests
• 
  4

  Up Down
  Add total sum on the transaction group band by month (edited)

  Active asubbaiyanprof 26 views 1 comment 4 points Most recent by Coach Natalie February 21Feature Requests
• 
  Merged: Show split transactions as individual transactions

  tessa 1 view 0 comments 1 point Started by tessa February 21 Feature Requests
• 
  All transactions download as "Card Purchase" or "Bill Pay" with Alliance Credit Union (edited)

  Closed System 163 views 18 comments 0 points Most recent by Coach Natalie February 21Adding and Updating Accounts
• 
  Payee consistently changed to something incorrect

  Closed txbuckeye 232 views 12 comments 2 points Most recent by Coach Natalie February 19Managing Your Transactions