Transactions

Transaction disappears after it's entered

Closed RossB 12 views 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting

Imports aren't working - has this been resolved?

Closed lmwst36 11 views 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting

Simplifi program counts 401k and other paycheck deductions as expenses (edited)

Closed chicago89 145 views 3 comments 0 points Most recent by Coach Kristina April 2025Managing Your Transactions

Highlight Issue with Payee field in Investment Transaction Detail window (edited)

Closed neon45 232 views 34 comments 0 points Most recent by Coach Kristina April 2025Investments

12

Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

Completed Closed UrsulaA 51 views 3 comments 12 points Most recent by UrsulaA April 2025Feature Requests

How do I link a transaction to a manual liability - Second try

Closed vhrcats 43 views 2 comments 0 points Most recent by vhrcats April 2025Adding and Updating Accounts

Mortgage accounts

Answered ✓ Closed Mankow 149 views 2 comments 0 points Most recent by Mankow April 2025Feedback

Mismatched Downloaded Transactions

Closed SRC54 22 views 3 comments 0 points Most recent by SRC54 April 2025Feedback

BOA importing transactions multiple times

Closed Rambler Man 1974 22 views 3 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts

How do I categorize a positive transfer as income?

Answered ✓ Closed willip 25 views 2 comments 0 points Most recent by Coach Natalie April 2025Managing Your Transactions

Merged: Ability to restore deleted transactions

Closed Dudley C Rose 11 views 0 comments 2 points Most recent by Coach Kristina April 2025Feature Requests

Charles Schwab downloaded creating many $0 transactions

Closed PhilS 445 views 16 comments 0 points Most recent by flintster_99 April 2025Adding and Updating Accounts

Manage bills/deposits

Closed golf 11 views 2 comments 0 points Most recent by Coach Natalie April 2025Troubleshooting

Manually post payment to credit card

Answered ✓ Closed EllieBean 54 views 1 comment 0 points Most recent by Coach Natalie April 2025Managing Your Transactions

4

Attach "Transfers" to the Payee instead of the Category (edited)

Active dillonbrown 72 views 2 comments 4 points Most recent by nixiecon April 2025Feature Requests

my banc account is not updating transaction and also some credit card show on a zero balance

Closed Jozsef52 23 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts

Direct Deposits stopped populating as transactions in my [checking account]

Closed stungbybees 21 views 3 comments 0 points Most recent by Coach Jon April 2025Troubleshooting

Merged: Transactions with (incorrect) amount of 0.00. What the heck?

Closed barncrow 31 views 0 comments 0 points Most recent by PatD April 2025Adding and Updating Accounts

How should I track payables/reimbursements?

Answered ✓ Closed jemenake 58 views 2 comments 0 points Most recent by jemenake April 2025Getting Started

6

Templates for Transactions

Active ejobity 22 views 4 comments 6 points Most recent by DryHeat April 2025Feature Requests

Merged: Create and Add New Button to New Transaction Window

Closed ejobity 1 view 0 comments 1 point Started by ejobity April 2025 Feature Requests

Chase Wrongly linked transaction CAN NOT be unlinked

Closed RobWilk 51 views 4 comments 0 points Most recent by SRC54 April 2025Report a Bug

39

Ability to import QFX files (edited)

Active Phssthpok 1.9K views 15 comments 39 points Most recent by SRC54 April 2025Feature Requests

Barclay Card US transactions not importing

Closed wiatt 61 views 2 comments 1 point Most recent by Coach Natalie March 2025Adding and Updating Accounts

Struggling with getting started and playing catch-up

Answered ✓ Closed BLLO 206 views 3 comments 0 points Most recent by DryHeat March 2025Managing Businesses

Edit layout of Transactions page

Closed mapmaker777 12 views 1 comment 0 points Most recent by Coach Kristina March 2025Feedback

Can manually added accounts be made so all transactions are auto?

Answered ✓ Closed kampdog 12 views 1 comment 0 points Most recent by Coach Kristina March 2025Adding and Updating Accounts

Will Quicken Simplifi be adding the ability to copy & paste a complicated split transaction?

Closed D.S. 71 views 2 comments 0 points Most recent by Coach Jon March 2025Managing Your Transactions

Transactions

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