Transactions

Discussion List

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  Home Value Change is not a Transaction

  Closed e39e60 27 views 1 comment 0 points Most recent by DryHeat December 2025Feedback
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  Advance Rules broke most existing rules for Income.

  Closed N4KHQ 92 views 4 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
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  No Transactions Retrieved From Citizens Bank Since 12/9 (edited)

  Closed MikeZ 474 views 16 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Can recurring reminders be automatically entered as pending transactions the day of? (edited)

  Answered ✓ Closed eeb4th 198 views 7 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
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  Transaction Activity Panel does not show transaction dates

  Closed nrp06 72 views 4 comments 0 points Most recent by SRC54 December 2025Report a Bug
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  Merged: Category has shifted to Payee in Transaction Activity for one account

  Closed dont 11 views 0 comments 0 points Most recent by dont December 2025Managing Your Transactions
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  Ability to link or tie Savings Goals contributions/withdraws to transactions (edited)

  Active andrew1030 957 views 12 comments 65 points Most recent by RDMitra December 2025Feature Requests
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  Transaction export

  Closed IHasAQuestion 62 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
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  Elevations Credit Union - Linking caused transactions to be downloaded into 2 accounts

  Closed System 32 views 2 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Transactions in accounts setup to include in Reports are being excluded

  Closed ThadW 194 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
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  Ability to filter transactions by Pending/Cleared (edited)

  In Review Mike0514 27 views 1 comment 2 points Most recent by Coach Natalie December 2025Feature Requests
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  Merged: Suggestion: Add at toggle to the Register to show/hide future dated transactions

  Closed EL1234 11 views 0 comments 1 point Most recent by DryHeat December 2025Feature Requests
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  Reviewed Flag is being reset

  Closed Ruonline 257 views 13 comments 0 points Most recent by EL1234 December 2025Troubleshooting
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  Web App: Hide the page scrollbar when it's not needed (edited)

  Active Marcin 72 views 3 comments 3 points Most recent by Coach Natalie December 2025Feature Requests
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  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 27 views 1 comment 3 points Most recent by Coach Natalie December 2025Quicken Business & Personal Feature Requests
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  Creating Manual Investment Account - Balance showing zero, no shares

  Closed grahamtj01 144 views 4 comments 0 points Most recent by grahamtj01 December 2025Adding and Updating Accounts
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  Why are Zelle payments automatically classified as Transfers when they are payments?

  Closed 110011 364 views 11 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 360 views 9 comments 12 points Most recent by TiggerTrainer December 2025Feature Requests
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  Check # field is missing on the mobile app

  Closed System 253 views 16 comments 0 points Most recent by Coach Jon December 2025Report a Bug
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  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Closed Dick_Davis 95 views 5 comments 0 points Most recent by Dick_Davis December 2025How do you Quicken Simplifi?
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  Merged: Limited Ranged in Series not being Honored

  Closed nmnmnmnmn 1 view 0 comments 0 points Most recent by nmnmnmnmn December 2025Troubleshooting
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  Pending false Payment to Apple Card

  Closed N4KHQ 55 views 3 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
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  How to display all category levels in Quicken Simplifi register?

  Closed Eric D 110 views 2 comments 1 point Most recent by Coach Natalie December 2025Managing Your Transactions
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  Create rule within transaction category removed

  Closed wavehowie 79 views 1 comment 0 points Most recent by Coach Natalie December 2025Feedback
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  Adding back tag field to spending report

  Closed zipfamily 128 views 8 comments 0 points Most recent by DryHeat November 2025Using Reports
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  Categorizing Pending Transactions on a Credit Card causes transactions to disappear

  Closed OldTimeQuickUser 39 views 1 comment 0 points Most recent by Coach Natalie November 2025Managing Your Transactions
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  Pending Transactions showing reversed (ie: as positive instead of negative) on multiple accounts

  Closed SmittyVA 203 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Position the selection for the category at the one selected.

  Closed dtorg1955 17 views 1 comment 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  1
  Ability to re-order the Columns in Transaction Activity (edited)

  Completed Closed cas-sea 140 views 2 comments 1 point Most recent by Coach Natalie November 2025Feature Requests