Transactions

Discussion List

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  Typing in the Transaction Category field on web

  Closed rgonzalez 11 views 1 comment 0 points Most recent by Coach Jon June 2025Troubleshooting
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  Linked [Transfer] Transactions shown

  Answered ✓ Closed Dick_Davis 32 views 4 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 39 views 5 comments 1 point Most recent by Dick_Davis June 2025Feedback
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  Ideas on how to handle repayment?

  Closed DannyB 79 views 11 comments 0 points Most recent by DannyB June 2025Managing Your Transactions
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  Merged: Reviewed pending credit card transaction are marked-unreviewed when it moves to Posted

  Closed Shree3 1 view 0 comments 0 points Most recent by Shree3 June 2025Managing Your Transactions
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  Using Simplifi without linking to banks

  Closed Just Me 112 views 1 comment 0 points Most recent by Flopbot June 2025Getting Started
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  Understanding Transactions – Credit Card, Checking, and Money Market Savings

  Closed Dick_Davis 87 views 10 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Review Marker Switched on After Editing a Transaction

  Closed Dick_Davis 58 views 11 comments 0 points Most recent by SRC54 June 2025Managing Your Transactions
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  Add a warning that there are attachments when deleting a transaction (edited)

  Dick_Davis 11 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
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  Mortgage Transactions (Principle, Interest, and Escrow)

  Answered ✓ Closed Dick_Davis 54 views 2 comments 0 points Most recent by SRC54 June 2025Managing Your Transactions
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  Mobile App: Show the day of the week on the date picker calendar for transactions (edited)

  Active timmyc123 42 views 4 comments 6 points Most recent by egal June 2025Feature Requests
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  How to account for Square credit card payment fees (edited)

  Closed Justjes 15 views 1 comment 0 points Most recent by Coach Jon June 2025General Troubleshooting
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  Bank Reconciliation $50 Short in Q13

  Closed JG_1 12 views 1 comment 0 points Most recent by Coach Jon June 2025Managing Your Transactions
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  Transactions disappear when linked to recurring

  Closed bobmablob 353 views 22 comments 1 point Most recent by Coach Natalie June 2025Report a Bug
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  Credit Card Payments in Checking Account

  Closed TheRealFastDave 59 views 5 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Mortgage Payments as Transfers

  Answered ✓ Closed BlueGrits 71 views 2 comments 0 points Most recent by DryHeat June 2025Managing Your Transactions
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  Apply multiple invoice payments to one deposit

  Closed cjjones21 47 views 1 comment 1 point Most recent by Coach Natalie June 2025Invoices, Estimates, & Sales Receipts
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  Allow the - (minus) in searches (1 Merged Vote)

  Active EL1234 55 views 10 comments 12 points Most recent by Max1223 June 2025Feature Requests
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  Mobile App: Ability to print transaction attachments (edited)

  Active Folkcello 1 view 0 comments 1 point Most recent by Folkcello June 2025Feature Requests
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  Spending Plan- Transaction Activity- Manage Columns

  Closed LadyDorian 12 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  Amazon refunds are being treated as credit card payments (edited)

  Closed cloudquick 359 views 28 comments 2 points Most recent by cloudquick June 2025General Troubleshooting
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  How to unapply a recurring payment from the wrong transaction to correct cash flow? (edited)

  Closed cloudquick 79 views 13 comments 0 points Most recent by DryHeat June 2025General Troubleshooting
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  Mortgage Payment Splits

  Closed tvanto 109 views 9 comments 0 points Most recent by SRC54 June 2025Troubleshooting
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  Payee names are STILL truncated or incorrect

  Closed SeattleGuy 128 views 9 comments 1 point Most recent by SeattleGuy June 2025Report a Bug
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  Missing transactions and a frustrating Help Center interaction

  Closed pst 131 views 6 comments 1 point Most recent by Coach Jon June 2025Troubleshooting
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  Transaction missing from one day to the next (after linking to series)?

  Closed budgetj75 263 views 33 comments 0 points Most recent by Coach Natalie June 2025Report a Bug
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  Cannot split an income into different categories

  Closed Jake B 25 views 5 comments 0 points Most recent by EL1234 June 2025Managing Your Transactions
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  Firestone CFNA Credit Card: Reverse Register (edited)

  Closed EricG301 165 views 28 comments 0 points Most recent by EricG301 June 2025Adding and Updating Accounts