Transactions

Discussion List

• 
  Add Tags to Transactions in Spending Plan

  Closed MikeZ 48 views 3 comments 4 points Most recent by Coach Natalie November 2025Using the Spending Plan
• 
  7

  Up Down
  Add a "Create and New" button in the Create Transaction window (edited)

  Active akogan 47 views 4 comments 7 points Most recent by RipTWD November 2025Feature Requests
• 
  Merged: Creating multiple transactions

  Closed RipTWD 1 view 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
• 
  where did comments/tagging section go?

  Closed Kartad 23 views 1 comment 1 point Most recent by SRC54 November 2025Troubleshooting
• 
  Some transactions included in download/export are not visible in the account transaction list

  Closed Silverthorne 18 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
• 
  Check Number Field Missing after 4.83.0 Upgrade (edited)

  Closed West Winds 379 views 26 comments 0 points Most recent by scott1982 November 2025Report a Bug
• 
  is there a way to bulk update accounts/transactions to not be excluded from spending reports?

  Answered ✓ Closed hubert.casimiro 70 views 1 comment 1 point Most recent by SRC54 November 2025Managing Your Transactions
• 
  Merged: Check Number column removed (edited)

  Closed lowestvvoice 21 views 0 comments 0 points Most recent by EL1234 November 2025Managing Your Transactions
• 
  OceanFirst Bank -- transactions not syncing

  Closed ejs 25 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Export missing data: the last straw :(

  Closed Max1223 120 views 7 comments 1 point Most recent by SRC54 November 2025Feedback
• 
  Display of Uncategorized

  Closed J3rabb 36 views 3 comments 0 points Most recent by Coach Jon November 2025Managing Your Transactions
• 
  Simplifi Suggestions (edited)

  Closed tomba51 37 views 3 comments 0 points Most recent by Coach Natalie November 2025Feedback
• 
  Pending vs. Cleared transactions

  Closed tim40 117 views 4 comments 0 points Most recent by tim40 November 2025Categories and Tags
• 
  Help linking a manual investment transaction as a transfer (edited)

  Closed maxvv 35 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
• 
  Transaction registers: we'd love your input

  Closed Quicken Kirby 817 views 24 comments 0 points Most recent by Coach Natalie November 2025Feedback
• 
  MidwestOne Bank Pending Transactions - Counted as the opposite type in "Bank Balance"

  Closed y0xn9xds 48 views 3 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  Backup prior to import?

  Answered ✓ Closed jude_est 82 views 2 comments 0 points Most recent by DryHeat November 2025Getting Started
• 
  Will quicken simplify do automated reconciliations of linked personal bank and credit card accounts,

  Answered ✓ Closed M0neyM@n 94 views 1 comment 0 points Most recent by SRC54 November 2025Getting Started
• 
  Missing Transactions from Manual Accounts

  Closed QuentonL 98 views 8 comments 0 points Most recent by QuentonL November 2025Managing Your Transactions
• 
  Why isn't my new rule being applied?

  Closed kaltorak 82 views 7 comments 0 points Most recent by DryHeat October 2025Troubleshooting
• 
  Automated Labeling based on transaction characteristics

  Closed dbs2025 24 views 1 comment 1 point Most recent by Coach Jon October 2025Managing Your Transactions
• 
  13

  Up Down
  Ability to track IOU's from friends in accounts like Venmo/CashApp (1 Merged Vote)

  Active amidzicigor 731 views 5 comments 13 points Most recent by Coach Natalie October 2025Feature Requests
• 
  How to get loan payment transactions in both checking and loan accounts?

  Answered ✓ Closed gern 181 views 2 comments 0 points Most recent by DryHeat October 2025Managing Your Transactions
• 
  20
  Ability to deselect Subcategories in Filters when the Parent Category is selected (edited)

  Completed Closed Norm6257 194 views 9 comments 20 points Most recent by EL1234 October 2025Feature Requests
• 
  Tags list in a transaction in the Spending Plan not in alphabetical order

  Closed MishaM 123 views 11 comments 0 points Most recent by DannyB October 2025Report a Bug
• 
  All My Recurring Transaction Series Disappeared!!!

  Closed anold 631 views 43 comments 0 points Most recent by Coach Jon October 2025Report a Bug for Quicken Business & Personal
• 
  How to add interest and dividends as income?

  Answered ✓ Closed TK_25 165 views 2 comments 0 points Most recent by SRC54 October 2025General Troubleshooting
• 
  Sallie Mae 105 was fixed, now missing history

  Closed System 56 views 5 comments 0 points Most recent by Magotaux October 2025Adding and Updating Accounts
• 
  Check numbers not populated

  Closed lindsayla18 65 views 5 comments 0 points Most recent by SRC54 October 2025Managing Your Transactions