Transactions

Some Categories change for no reason

Closed Thomas56 21 views 1 comment 0 points Most recent by SRC54 August 2025Troubleshooting

Changed default pending/cleared behavior for manual transactions?

Closed RobWilk 12 views 2 comments 0 points Most recent by RobWilk August 2025Report a Bug

Transaction Attachments – Storage and Too Many

Closed Dick_Davis 14 views 1 comment 0 points Most recent by Coach Jon August 2025Managing Your Transactions

TD Bank account is not updating (edited)

Closed tomdroberts 32 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts

What will deleting a full month's transactions do? (edited)

Closed Dick_Davis 21 views 3 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions

Unable to Delete Transaction from Other Spend (edited)

Closed housetr 31 views 3 comments 0 points Most recent by Coach Jon August 2025Troubleshooting

Notes field not updating (intermittent)

Closed Sam P 21 views 1 comment 0 points Most recent by Coach Jon August 2025Report a Bug

Transactions not updating with Voya Financial

Closed System 41 views 7 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts

Feature Request: Display Total Dollar Amount for Filtered Transactions

Closed Poeppingp 1 view 1 comment 0 points Most recent by Coach Natalie August 2025Managing Your Transactions

Pending Activity Updates disappear after new sync

Closed jflores11 21 views 3 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions

Cannot Link Transaction to a Recurring Series

Answered ✓ Closed housetr 21 views 1 comment 0 points Most recent by jflores11 August 2025Managing Your Transactions

Unable to view attachments when clicking the paperclip in the register (edited)

Closed Dick_Davis 122 views 16 comments 0 points Most recent by Dick_Davis August 2025Report a Bug

Transaction automatically changed to "uncategorized" when switching from personal to business

Closed Thoraidan 31 views 1 comment 0 points Most recent by Coach Jon August 2025General Troubleshooting

Finding Missing Linked Transactions (Web App)

Answered ✓ Closed Dick_Davis 31 views 2 comments 0 points Most recent by Dick_Davis August 2025Managing Your Transactions

Notes

Closed Manuel M. 12 views 1 comment 1 point Most recent by Coach Jon August 2025Feedback

4

Restore the "Mark as one-time bill" option in the three-dot menu of transactions (edited)

Completed Closed kgaren 21 views 3 comments 4 points Most recent by kgaren August 2025Feature Requests

Incorrect Transaction Payee

Closed iakoubtchik 21 views 3 comments 0 points Most recent by Coach Jon August 2025Troubleshooting

68

Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

Active WWi 2.3K views 33 comments 68 points Most recent by mschnei42 August 2025Feature Requests

9

Show icon next to transfer transactions in register to quickly identify matches (edited)

Active Norm6257 11 views 1 comment 9 points Most recent by Dick_Davis August 2025Feature Requests

Paycheck Splitting [Edited]

Closed Dick_Davis 71 views 6 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions

24

When editing transactions, don't automatically mark them as 'Reviewed' (edited)

Completed Closed lovetobudget 312 views 16 comments 24 points Most recent by mzlynzy August 2025Feature Requests

Reconciling the Accounts (Checking, Savings, Credit Cards, etc.)

Closed Dick_Davis 228 views 10 comments 1 point Most recent by SRC54 August 2025Feedback

Projected Cash Flow Shows Future Months (edited)

Closed Dick_Davis 31 views 7 comments 0 points Most recent by DryHeat August 2025Projected Cash Flow

33

Recycle Bin for Deleted Transactions (edited)

Active coltrane 271 views 12 comments 33 points Most recent by Dick_Davis August 2025Feature Requests

9

Better Automatic Transaction Merging [Edited]

Active Jim Nissen 21 views 3 comments 9 points Most recent by explorer2024 July 2025Feature Requests

Missing Transactions

Closed damnedxer 21 views 3 comments 0 points Most recent by SRC54 July 2025Troubleshooting

Certain transactions always come auto flagged as "exclude from spending plan" (edited)

Closed nrp06 222 views 27 comments 0 points Most recent by EL1234 July 2025Using the Spending Plan

8

Search within attachments

Active bowgy4 21 views 3 comments 8 points Most recent by Coach Natalie July 2025Feature Requests

1

Ability to automatically include non-recurring income in the Spending Plan (edited)

Already Offered Closed MishaM 51 views 2 comments 1 point Most recent by EL1234 July 2025Feature Requests

Transaction Activity – Notes not fully displayed (edited)

Closed Dick_Davis 62 views 8 comments 0 points Most recent by Dick_Davis July 2025Report a Bug

Transactions

Discussion List