Transactions

Discussion List

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  Merged: Saving Goals Links for Tranactions

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 2 points Most recent by HeyJaiBabyIGotUrMony June 2025Feature Requests
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  Reconcile Accounts by Statement Upload

  Closed stevel0821 63 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback
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  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Dick_Davis 43 views 4 comments 1 point Most recent by Dick_Davis June 2025Feature Requests
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  Finding Transactions that are in the future (beyond Current Date)

  Closed Dick_Davis 125 views 2 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Typing in the Transaction Category field on web

  Closed rgonzalez 12 views 1 comment 0 points Most recent by Coach Jon June 2025Troubleshooting
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  Linked [Transfer] Transactions shown

  Answered ✓ Closed Dick_Davis 31 views 4 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 32 views 5 comments 1 point Most recent by Dick_Davis June 2025Feedback
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  Ideas on how to handle repayment?

  Closed DannyB 71 views 11 comments 0 points Most recent by DannyB June 2025Managing Your Transactions
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  Merged: Reviewed pending credit card transaction are marked-unreviewed when it moves to Posted

  Closed Shree3 1 view 0 comments 0 points Most recent by Shree3 June 2025Managing Your Transactions
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  Using Simplifi without linking to banks

  Closed Just Me 118 views 1 comment 0 points Most recent by Flopbot June 2025Getting Started
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  Understanding Transactions – Credit Card, Checking, and Money Market Savings

  Closed Dick_Davis 81 views 10 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Review Marker Switched on After Editing a Transaction

  Closed Dick_Davis 54 views 11 comments 0 points Most recent by SRC54 June 2025Managing Your Transactions
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  Add a warning that there are attachments when deleting a transaction (edited)

  Dick_Davis 11 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
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  Mortgage Transactions (Principle, Interest, and Escrow)

  Answered ✓ Closed Dick_Davis 54 views 2 comments 0 points Most recent by SRC54 June 2025Managing Your Transactions
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  Mobile App: Show the day of the week on the date picker calendar for transactions (edited)

  Active timmyc123 41 views 4 comments 6 points Most recent by egal June 2025Feature Requests
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  How to account for Square credit card payment fees (edited)

  Closed Justjes 14 views 1 comment 0 points Most recent by Coach Jon June 2025General Troubleshooting
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  Bank Reconciliation $50 Short in Q13

  Closed JG_1 11 views 1 comment 0 points Most recent by Coach Jon June 2025Managing Your Transactions
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  Transactions disappear when linked to recurring

  Closed bobmablob 352 views 22 comments 1 point Most recent by Coach Natalie June 2025Report a Bug
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  Credit Card Payments in Checking Account

  Closed TheRealFastDave 62 views 5 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Mortgage Payments as Transfers

  Answered ✓ Closed BlueGrits 72 views 2 comments 0 points Most recent by DryHeat June 2025Managing Your Transactions
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  Apply multiple invoice payments to one deposit

  Closed cjjones21 42 views 1 comment 1 point Most recent by Coach Natalie June 2025Invoices, Estimates, & Sales Receipts
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  Allow the - (minus) in searches (1 Merged Vote)

  Active EL1234 52 views 10 comments 12 points Most recent by Max1223 June 2025Feature Requests
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  Mobile App: Ability to print transaction attachments (edited)

  Active Folkcello 1 view 0 comments 1 point Most recent by Folkcello June 2025Feature Requests
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  Spending Plan- Transaction Activity- Manage Columns

  Closed LadyDorian 11 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  Amazon refunds are being treated as credit card payments (edited)

  Closed cloudquick 388 views 28 comments 2 points Most recent by cloudquick June 2025General Troubleshooting
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  How to unapply a recurring payment from the wrong transaction to correct cash flow? (edited)

  Closed cloudquick 89 views 13 comments 0 points Most recent by DryHeat June 2025General Troubleshooting
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  Mortgage Payment Splits

  Closed tvanto 115 views 9 comments 0 points Most recent by SRC54 June 2025Troubleshooting
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  Payee names are STILL truncated or incorrect

  Closed SeattleGuy 135 views 9 comments 1 point Most recent by SeattleGuy June 2025Report a Bug
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  Missing transactions and a frustrating Help Center interaction

  Closed pst 146 views 6 comments 1 point Most recent by Coach Jon June 2025Troubleshooting