Transactions

3

Make it more obvious when filters are applied to the register (edited)

Active BigEquator 11 views 2 comments 3 points Most recent by Coach Kristina May 2025Feature Requests

5

Add a Receipt Icon/Paperclip to Transaction Lists on the Mobile App (edited)

Completed Closed Flopbot 181 views 5 comments 5 points Most recent by Flopbot May 2025Feature Requests

8

Add an icon or indicator for new transactions that have downloaded (edited)

Active jjdavis84 11 views 3 comments 8 points Most recent by SRC54 May 2025Feature Requests

Make it easier to spend from pre funded savings goals or sinking funds

Closed Bhadam 151 views 1 comment 0 points Most recent by Coach Jon May 2025Feedback

[ONGOING] 5/15/25: Target Red Card - Missing Transactions

Coach Natalie 1.2K views 1 comment 3 points Most recent by Coach Natalie May 2025Current Online Banking Issues

Reconciliation in Quicken Simplifi Business & Personal? (edited)

Closed CRA 120 views 2 comments 0 points Most recent by Flopbot May 2025Quicken Business & Personal Feedback

Starting with Quicken Simplifi

Answered ✓ Closed HGiara 44 views 1 comment 0 points Most recent by Flopbot May 2025Getting Started

Lost Transactions for NFCU

Closed Dognose 11 views 3 comments 0 points Most recent by Coach Jon May 2025Troubleshooting

How to handle transaction from Savings to Checking for Home Repair

Answered Closed housetr 31 views 4 comments 0 points Most recent by DryHeat May 2025Managing Your Transactions

How to include Ck # field in csv printout?

Answered ✓ Closed Redfrog09 11 views 1 comment 0 points Most recent by Coach Jon May 2025Managing Your Transactions

Quicken Classic vs Simplifi

Answered ✓ Closed Moorrf 42 views 1 comment 0 points Most recent by SRC54 May 2025Getting Started

47

Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)

Active Chris 610 views 27 comments 47 points Most recent by evetski May 2025Feature Requests

How Do I Handle a Reimbursement from my Employer?

Closed housetr 192 views 10 comments 0 points Most recent by EL1234 May 2025Managing Your Transactions

5

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

Active asubbaiyanprof 22 views 2 comments 5 points Most recent by Mantania May 2025Feature Requests

DCU - Not downloading data

Closed warbar60 21 views 2 comments 0 points Most recent by warbar60 May 2025Adding and Updating Accounts

Removed Flags Reappearing

Closed myfriend 131 views 14 comments 1 point Most recent by Coach Natalie May 2025Report a Bug

Web and App version not syncing properly

Closed lisadenver 34 views 1 comment 0 points Most recent by Coach Natalie May 2025Troubleshooting

Merged: Better Settings Memory- Save managed columns

Closed IWR1 1 view 0 comments 1 point Started by IWR1 May 2025 Feature Requests

Is the new interface still chopping off transactions in the register? (edited)

Answered ✓ Closed cgoneal 21 views 1 comment 0 points Most recent by Coach Natalie May 2025Managing Your Transactions

Deleting a future-dated transaction doesn't update the Projected Cash Flow graph (edited)

Closed RobWilk 71 views 8 comments 0 points Most recent by Coach Jon May 2025Report a Bug

Crash: Mystery Transaction appears in Spending Report, if I click it: "oops something went wrong"

Closed RobWilk 110 views 15 comments 0 points Most recent by Coach Jon May 2025Report a Bug

Payment to Chase card shows "Past due" (edited)

Closed housetr 11 views 2 comments 0 points Most recent by housetr May 2025Report a Bug

Category and Client cancel each other.

Closed MrKing 32 views 5 comments 0 points Most recent by sphealing May 2025Report a Bug for Quicken Business & Personal

5

Allow Bulk Editing of Category & Tags for Split Transactions (edited)

Active DannyM 104 views 3 comments 5 points Most recent by sphealing May 2025Feature Requests

Transfers from my Checking account to my IRA are not appearing as linked transfers.

Closed jsmith1234 52 views 8 comments 0 points Most recent by DryHeat May 2025Using Transfers

Can we please have an actual register with look ahead as we do in classic please

Closed hsk 21 views 2 comments 2 points Most recent by Coach Kristina May 2025Feedback

Incorrect bank balance/transaction sync completely screws up projected cash flow (edited)

Closed everydave 41 views 5 comments 1 point Most recent by Coach Jon May 2025Adding and Updating Accounts

Merged: Input fields got really narrow in last two days

Closed Sabrina Blue 21 views 0 comments 0 points Most recent by SRC54 May 2025Report a Bug

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