Transactions

Discussion List

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  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
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  Recurring Bill Series: Updating Series not Updating Individual Transactions

  Answered ✓ Closed bdjekel 102 views 3 comments 0 points Most recent by bdjekel February 23Troubleshooting
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  2

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  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
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  4

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  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
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  Merged: Show split transactions as individual transactions

  tessa 1 view 0 comments 1 point Started by tessa February 21 Feature Requests
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  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
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  Payee consistently changed to something incorrect

  Closed txbuckeye 272 views 12 comments 2 points Most recent by Coach Natalie February 19Managing Your Transactions
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  Line of Credit Charges and Payments Reversed

  Closed jdholland013 212 views 9 comments 0 points Most recent by Coach Natalie February 19Adding and Updating Accounts
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  MULTIPLE SELECT option

  Closed jimburatti 143 views 6 comments 2 points Most recent by DakotaDad February 17Feedback
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  Checking balance correct but, not showing transactions. .

  Closed RandyH 50 views 3 comments 0 points Most recent by RandyH February 17Managing Your Transactions
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  How to mass delete old transactions

  Answered ✓ Closed pixie813 95 views 1 comment 0 points Most recent by RockLee February 16Managing Your Transactions
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  Allow Links in addition to Attachments

  Active LtDan1912 43 views 2 comments 5 points Most recent by pwhelan81 February 15Feature Requests
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  7
  Auto calculate/distribute the amount of a transaction split (edited)

  Completed Closed ncapone 101 views 6 comments 7 points Most recent by Ricuba February 15Feature Requests
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  View past Saving Goals Contributions and Withdrawls

  Closed Max1223 82 views 2 comments 0 points Most recent by Max1223 February 15Using Savings Goals
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  Allow the - (minus) in searches (1 Merged Vote)

  Active EL1234 47 views 8 comments 9 points Most recent by EL1234 February 14Feature Requests
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  Bank of America missing transaction (edited

  Closed jbrian00 600 views 1 comment 0 points Most recent by Coach Natalie February 14Report a Bug
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  Recurring Series Payee Name

  Answered ✓ Closed billstidham 63 views 1 comment 0 points Most recent by Coach Natalie February 14Bills and Income
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  0
  Advanced Filtering on Mobile App (edited

  Completed Closed jpavlik 32 views 2 comments 0 points Most recent by Coach Natalie February 14Feature Requests
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  "Planned Spending" not recognizing transactions

  Closed DocNads 68 views 3 comments 0 points Most recent by UrsulaA February 14Using the Spending Plan
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  Pending Bank of America transactions tied to recurring income are being deleted when posted

  Closed JudiS 114 views 2 comments 0 points Most recent by Coach Natalie February 12Bills and Income
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  New Category-Split user interface wastes time

  Closed digital nomad 65 views 2 comments 3 points Most recent by Coach Natalie February 12Feedback
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  Merged: Support Linking Multiple Transactions with Single/Split Refund

  smucav 1 view 0 comments 0 points Started by smucav February 12 Feature Requests
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  RETURNS & CREDITS - SHOULD "cancel out" and be reflected in spending after credits

  Closed jimburatti 56 views 3 comments 0 points Most recent by EL1234 February 11Feedback
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  New Feature Alert: Custom Frequencies for Recurring Transactions and Splits Redesign!

  Closed Coach Natalie 713 views 0 comments 11 points Started by Coach Natalie February 9 Updates From the Product Team
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  Button to filter reviewed/unreviewed and uncategorized transactions easily (edited)

  Active perrynmyers 565 views 11 comments 33 points Most recent by PMitch February 9Feature Requests
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  How to "clear" a manual transaction that is still in pending

  Answered ✓ Closed pixie813 75 views 3 comments 0 points Most recent by UrsulaA February 7Managing Your Transactions
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  3
  When correcting a category, have the option to apply to past and future transactions for that payee

  Already Offered Closed System 71 views 5 comments 3 points Most recent by UrsulaA February 7Feature Requests
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  Transfer transaction not clearing

  Answered ✓ Closed N4KHQ 44 views 2 comments 0 points Most recent by N4KHQ February 7Managing Your Transactions
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  Home and Car Insurance paid with one check-split transaction

  Answered ✓ Closed Sheri 60 views 2 comments 0 points Most recent by Sheri February 6Using the Spending Plan
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  Missing transaction after switching from pending status

  Closed Fepe 78 views 7 comments 0 points Most recent by Coach Kristina February 6Adding and Updating Accounts