Transactions

Merged: Bug: New Register in Early Access - Row Height

Closed RobWilk 1 view 0 comments 1 point Most recent by RobWilk May 2025Early Access User Feedback

Merged: Input fields got really narrow in last two days

Closed Sabrina Blue 21 views 0 comments 0 points Most recent by SRC54 May 2025Report a Bug

Charles Schwab Duplicate Transactions

Closed System 181 views 36 comments 0 points Most recent by neon45 May 2025Adding and Updating Accounts

First US Bank shows $0 pending when there are pending

Closed System 16 views 3 comments 0 points Most recent by SRC54 May 2025Adding and Updating Accounts

Attachment filename can mess up the Transaction Detail window

Closed ajbopp 41 views 2 comments 2 points Most recent by Coach Jon May 2025Report a Bug

Transactions not being recognized in Planned Spending (edited)

Answered ✓ Closed kash80 34 views 3 comments 0 points Most recent by Coach Jon May 2025Using the Spending Plan

Feature Questions & Feedback

Closed arknemsis 58 views 4 comments 0 points Most recent by Coach Natalie May 2025Feedback

Splits Redesign: Share your feedback here!

Closed Coach Natalie 1.4K views 75 comments 0 points Most recent by Coach Natalie May 2025Feedback

16

Ability to mark a 'Cleared' transaction as 'Pending' (edited)

Active RobWilk 419 views 13 comments 16 points Most recent by RobWilk May 2025Feature Requests

Linking a transaction to a recurring reminder deletes the transaction

Closed System 75 views 8 comments 0 points Most recent by Coach Kristina May 2025Report a Bug

Notes Field - Overflows Instead of Wraps

Closed Flopbot 31 views 3 comments 2 points Most recent by Flopbot May 2025Report a Bug

Print checks & deposit slips

Answered ✓ Closed KinvaP 46 views 1 comment 0 points Most recent by Coach Jon May 2025Quicken Business & Personal Feedback

Freedom Credit Union Transactions Don't Sync

Closed vmorgs 46 views 7 comments 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts

Spending Plan Linking to Transaction Issues.

Answered ✓ Closed RonH2K 36 views 3 comments 0 points Most recent by DannyB May 2025Using the Spending Plan

Knoxvilla TVA Emp CU - Payee is now "Electronic Transaction" for debit card transactions (edited)

prestonjr23 64 views 9 comments 0 points Most recent by prestonjr23 May 2025Adding and Updating Accounts

Reclassifying a deposited check from another account

Answered ✓ Closed Tad1966 11 views 1 comment 0 points Most recent by SRC54 May 2025Managing Your Transactions

Unable to remove Credit Memo

Closed Flopbot 42 views 5 comments 0 points Most recent by Coach Jon May 2025General Troubleshooting

Merged: Target Red Card transactions are missing

Closed Alphabet 51 views 0 comments 0 points Most recent by Coach Kristina May 2025Adding and Updating Accounts

Missing Transactions for Space Coast Credit Union

Closed Travis B. 32 views 6 comments 0 points Most recent by Travis B. April 2025Adding and Updating Accounts

Merged: Ability to attach PDF’s as attachments/receipts

Closed kevinbcole 1 view 0 comments 1 point Most recent by RobWilk April 2025Feature Requests

New Credit Card was stolen (edited)

Closed futurepotato 105 views 4 comments 0 points Most recent by SRC54 April 2025Adding and Updating Accounts

Ability to invert amounts in a specific account

Closed BYH 16 views 1 comment 1 point Most recent by Coach Jon April 2025Managing Your Transactions

Not recognizing Venmo transactions

Closed Meileigh2021 12 views 2 comments 0 points Most recent by Mayra April 2025Using Reports

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 154 views 3 comments 0 points Most recent by Coach Kristina April 2025Managing Your Transactions

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