Transactions

Discussion List

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  Applying rules to past transactions is not working (edited)

  Closed housetr 94 views 12 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  4.66.0 version has duplicate Uncategorized category in filters (edited)

  Closed JeffCB 102 views 9 comments 0 points Most recent by DryHeat August 2025Report a Bug
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  Handle Linking and Categorizing Transfer Transactions Better (edited)

  Active emarzock 161 views 10 comments 20 points Most recent by Coach Natalie August 2025Feature Requests
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  PNC bank accounts don't update historical data

  Answered ✓ Closed pom 52 views 3 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Citicard transactions now downloading since 8/14 (edited)

  Closed Photoguy 11 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  No Business Categories available within Quicken Business & Personal

  Closed System 132 views 10 comments 0 points Most recent by Coach Jon August 2025Report a Bug for Quicken Business & Personal
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  Move the "delete" button to the left when deleting transactions, and make it a trash can icon

  Dick_Davis 44 views 5 comments -1 point Most recent by TexanTommy August 2025Feature Requests
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  Recommend increasing the columns for the Payee and Category fields (edited)

  Closed Dick_Davis 21 views 4 comments 0 points Most recent by Dick_Davis August 2025Feedback
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  Add an 'Attachments' and 'Manual Entry' icon to future-dated transaction reminders (edited)

  Dick_Davis 33 views 4 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
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  Duplicate Transactions with Apple Pay (edited)

  Closed countrycloudboy 32 views 1 comment 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  For new Simplifi users

  Closed Donzee 52 views 1 comment 0 points Most recent by SRC54 August 2025Getting Started
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  Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments

  Closed DannyB 142 views 14 comments 0 points Most recent by DannyB August 2025Troubleshooting
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  When I search for uncategorized transactions, it also shows [me] balance adjustments. Why?

  Closed Oogway 32 views 4 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  Icons for Transaction Types

  Active Dick_Davis 22 views 2 comments 2 points Most recent by Dick_Davis August 2025Feature Requests
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  Hiding Transactions

  Answered ✓ Closed Billydo 32 views 1 comment 0 points Most recent by Coach Jon August 2025Managing Your Transactions
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  Submitting scheduled transaction early

  Closed Amar_K 44 views 5 comments 0 points Most recent by Amar_K August 2025Bills and Income
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  Transaction Search should include original "Appears as..." transaction names

  Closed alkaboy 21 views 3 comments 1 point Most recent by Coach Natalie August 2025Feedback
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  How Do I Hide Pending Transactions?

  Closed RiversideKid 93 views 6 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
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  Splitting a deposit

  Closed pattih 61 views 4 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
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  Unable to automatically download transactions from TD

  Closed Harsh N 11 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Savings Goals and the Spending Plan

  Closed djob13 123 views 8 comments 3 points Most recent by DannyB August 2025Using Savings Goals
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  Some Categories change for no reason

  Closed Thomas56 22 views 1 comment 0 points Most recent by SRC54 August 2025Troubleshooting
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  Changed default pending/cleared behavior for manual transactions?

  Closed RobWilk 11 views 2 comments 0 points Most recent by RobWilk August 2025Report a Bug
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  Transaction Attachments – Storage and Too Many

  Closed Dick_Davis 12 views 1 comment 0 points Most recent by Coach Jon August 2025Managing Your Transactions
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  TD Bank account is not updating (edited)

  Closed tomdroberts 33 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  What will deleting a full month's transactions do? (edited)

  Closed Dick_Davis 23 views 3 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  Unable to Delete Transaction from Other Spend (edited)

  Closed housetr 31 views 3 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  Notes field not updating (intermittent)

  Closed Sam P 21 views 1 comment 0 points Most recent by Coach Jon August 2025Report a Bug
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  Transactions not updating with Voya Financial

  Closed System 41 views 7 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Feature Request: Display Total Dollar Amount for Filtered Transactions

  Closed Poeppingp 3 views 1 comment 0 points Most recent by Coach Natalie August 2025Managing Your Transactions