Transactions

Discussion List

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  Icon for pending transactions to review/clear? (edited)

  Closed lynchbro 62 views 4 comments 0 points Most recent by lynchbro October 2025Managing Your Transactions
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  Is deleting transaction history permanent? (edited)

  Closed lynchbro 65 views 4 comments 0 points Most recent by Coach Jon October 2025Managing Your Transactions
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  "Oops! Something went wrong error" when viewing transactions with new register (edited)

  Closed RobWilk 73 views 6 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
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  Bill Connect for Credit Card: Statement Amount Is Not Counting Some Transactions

  Closed System 174 views 11 comments 0 points Most recent by DryHeat October 2025Troubleshooting
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  Linking Savings goal to transactions

  Answered ✓ Closed lynchbro 68 views 1 comment 1 point Most recent by Coach Kristina October 2025Using Savings Goals
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  Editing Transactions for Previous Months is Insanely Frustrating

  Closed SirCharles 21 views 1 comment 0 points Most recent by RobWilk October 2025Troubleshooting
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  Transaction list not grouping by date correctly

  Closed strwrsdbz 64 views 5 comments 2 points Most recent by strwrsdbz October 2025Feedback
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  Help with counting transfers as income (edited)

  Closed z1r 247 views 6 comments 0 points Most recent by DryHeat October 2025Bills and Income
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  Failure to deselect the previous box when adding Tags to transactions (edited)

  Closed Philk 157 views 9 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  "Notes" cannot be updated from Transactions page

  Closed ag123 33 views 4 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  My Experience Using Quicken as an International User (Why I’m Switching)

  Closed ejobity 336 views 3 comments 0 points Most recent by SRC54 October 2025Feedback
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  Pending Transaction Disappeared

  Closed Jenny T 62 views 5 comments 0 points Most recent by RobWilk October 2025Troubleshooting
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  Checking Exclude from Reports does not save when changing Transfer category

  Closed segmented-reality 42 views 4 comments 0 points Most recent by Coach Jon October 2025Report a Bug
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  Transactions involving checks not importing from checking account.

  Closed dcarozza 12 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Ally Bank transfer transactions will be labeled with the Payee as another vendor (edited)

  Closed E.W. 60 views 4 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Business Categories unavailable within Quicken Business & Personal (edited)

  Closed Padavan21 695 views 32 comments 0 points Most recent by Padavan21 October 2025Report a Bug for Quicken Business & Personal
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  CSV file upload issue

  Closed pom 79 views 4 comments 1 point Most recent by pom October 2025Troubleshooting
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  Loan Payment Category identified as 'other spending' when it was a recurring bill

  Answered ✓ Closed RobWilk 74 views 6 comments 0 points Most recent by Coach Natalie September 2025Troubleshooting
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  Create a new and separate Cash Transaction that is split from a Cash & ATM withdrawal (edited)

  Active bcrossman 158 views 11 comments 9 points Most recent by egal September 2025Feature Requests
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  SoFi Roth Linked But No Transactions

  Closed MikeZ 3 views 1 comment 0 points Most recent by MikeZ September 2025Adding and Updating Accounts
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  roommate's portion of rent (edited)

  Answered ✓ Closed TK_25 68 views 3 comments 0 points Most recent by SRC54 September 2025Bills and Income
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  Add a "Select All Flags" checkbox (edited)

  Closed JustinK 18 views 1 comment 1 point Most recent by Coach Jon September 2025Feedback
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  Workaround – Attaching Notes and Documents to Accounts (edited)

  Closed Dick_Davis 14 views 0 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 360 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 43 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
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  New Chase CC Transactions Not Showing Up on Simplifi

  Closed Ramin 73 views 5 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Transactions Missing From Income & Expense Report (edited)

  Closed Dick_Davis 118 views 6 comments 0 points Most recent by Dick_Davis September 2025Using Reports
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  Invoice payment dates are not reflecting the transaction date (edited)

  Closed cloudquick 842 views 32 comments 0 points Most recent by Coach Natalie September 2025Report a Bug for Quicken Business & Personal