Transactions

Discussion List

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  Even out check arrival month in spending plan

  Closed resaxon 14 views 1 comment 2 points Most recent by Coach Natalie September 2025Feedback
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  If Payee is new, set Category to Uncategorized

  Active DavidB 25 views 1 comment 6 points Most recent by Dognose September 2025Feature Requests
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  Posted date transaction vs actual

  Closed Earvin 26 views 2 comments 0 points Most recent by Coach Natalie September 2025Feedback
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  Bank Of America Not Updating Certain Accounts

  Closed sammy66 32 views 2 comments 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Searching transactions on the Mobile App is not showing all transactions (edited)

  Closed The Merg 216 views 24 comments 1 point Most recent by The Merg September 2025Report a Bug
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  Flag Colors not Displaying on Mobile App (edited)

  Closed Dick_Davis 100 views 11 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  Filter to only show new transactions

  Closed MWD 25 views 5 comments 1 point Most recent by SRC54 September 2025Feedback
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  Stripe > transaction stuck on Pending

  Closed fcb 66 views 5 comments 0 points Most recent by fcb September 2025General Troubleshooting
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  Nordstrom Card transactions are reversed - debits are credits and credits are debits

  Closed humby3 67 views 1 comment 1 point Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Some Pending Transactions are being doubled in account balance (edited)

  Closed N4KHQ 122 views 10 comments 0 points Most recent by DryHeat September 2025Adding and Updating Accounts
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  Check number field being modified

  Closed rblevow 21 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  I find this very hard to work with

  Closed DudeInCO 96 views 7 comments 0 points Most recent by SRC54 September 2025Feedback
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  Statement Reconciliation Work Around

  Closed Dick_Davis 161 views 3 comments 2 points Most recent by Dick_Davis September 2025Share your Success!
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  "Pending" transfers can't be "cleared" in split transactions

  Closed WJB 39 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Do I need to update my account from my bank to clear transactions? (edited)

  Closed Herman 24 views 1 comment 0 points Most recent by Coach Jon September 2025Getting Started
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  Will deleting an account cause the transactions to be lost? (edited)

  Answered ✓ Closed neon45 50 views 3 comments 0 points Most recent by neon45 September 2025Managing Your Transactions
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  Apple Card rewards and Simplifi

  Closed N4KHQ 129 views 7 comments 0 points Most recent by SRC54 September 2025Managing Your Transactions
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  Merged: Search/Filter not displaying all transactions on mobile (edited)

  Closed debandrich 31 views 0 comments 0 points Most recent by The Merg September 2025Report a Bug
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  Credit cards not showing in the Spending Report (edited)

  Answered ✓ Closed neon45 213 views 4 comments 0 points Most recent by DannyB August 2025Using Reports
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  Whole Foods Purchases with Chase Amazon Prime Card

  Closed hooper303 36 views 1 comment 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  Transaction incorrectly assigned to Statement transaction

  Closed Randy17485 80 views 10 comments 0 points Most recent by Randy17485 August 2025Managing Your Transactions
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  Unable to set Client and Category

  Closed Michael.Tx 14 views 2 comments 0 points Most recent by RobWilk August 2025Report a Bug for Quicken Business & Personal
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  When spending for a goal, how do I enter the charge? (edited)

  Closed Jro12 19 views 1 comment 0 points Most recent by RobWilk August 2025Using Savings Goals
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  Transactions in Future via Connected Account not Impacting Balance

  Closed HankBrekke 15 views 2 comments 0 points Most recent by Coach Natalie August 2025Troubleshooting
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  Duplicate transactions for every Morgan Stanley checking activity

  Closed mketner 13 views 1 comment 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Planned Spend not linking to all transactions. (edited)

  Closed johnnydr4 121 views 9 comments 0 points Most recent by DannyB August 2025Troubleshooting
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  Remember category corrections

  Closed Julia58 25 views 2 comments 0 points Most recent by DryHeat August 2025Managing Your Transactions
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  Venmo "income" transactions excluded from spending plan

  Closed bellassaije 169 views 9 comments 0 points Most recent by bellassaije August 2025Troubleshooting
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  Split transactions for income the same each month

  Answered ✓ Closed Jeeves 94 views 1 comment 1 point Most recent by SRC54 August 2025Bills and Income