Transactions

Discussion List

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  Do I need to update my account from my bank to clear transactions? (edited)

  Closed Herman 22 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 63 views 3 comments 0 points Most recent by neon45 September 2025Managing Your Transactions
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  Apple Card rewards and Simplifi

  Closed N4KHQ 131 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 224 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 40 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 91 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 12 views 2 comments 0 points Most recent by RobWilk August 2025Report a Bug for Quicken Business & Personal
• 
  When spending for a goal, how do I enter the charge? (edited)

  Closed Jro12 11 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 13 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 11 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 133 views 9 comments 0 points Most recent by DannyB August 2025Troubleshooting
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  Remember category corrections

  Closed Julia58 21 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 178 views 9 comments 0 points Most recent by bellassaije August 2025Troubleshooting
• 
  Split transactions for income the same each month

  Answered ✓ Closed Jeeves 107 views 1 comment 1 point Most recent by SRC54 August 2025Bills and Income
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  How to track a large bill paid from savings without blowing my budget (edited)

  Closed chicago89 55 views 7 comments 0 points Most recent by EL1234 August 2025Using the Spending Plan
• 
  Notes field is cropped short when inline editing

  Closed DryHeat 51 views 6 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  Double 'Date' column, but no dates (edited)

  Closed DannyB 24 views 4 comments 0 points Most recent by SRC54 August 2025Report a Bug
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  Downloaded Transactions Automatically Set with a Flag

  Closed Dick_Davis 54 views 5 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
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  4.66.0 version has duplicate Uncategorized category in filters (edited)

  Closed JeffCB 133 views 9 comments 0 points Most recent by DryHeat August 2025Report a Bug
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  Handle Linking and Categorizing Transfer Transactions Better (edited)

  Active emarzock 219 views 10 comments 20 points Most recent by Coach Natalie August 2025Feature Requests
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  PNC bank accounts don't update historical data

  Answered ✓ Closed pom 65 views 3 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Citicard transactions now downloading since 8/14 (edited)

  Closed Photoguy 13 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  No Business Categories available within Quicken Business & Personal

  Closed System 156 views 10 comments 0 points Most recent by Coach Jon August 2025Report a Bug for Quicken Business & Personal
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  Move the "delete" button to the left when deleting transactions, and make it a trash can icon

  Dick_Davis 64 views 5 comments -1 point Most recent by TexanTommy August 2025Feature Requests
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  Recommend increasing the columns for the Payee and Category fields (edited)

  Closed Dick_Davis 22 views 4 comments 0 points Most recent by Dick_Davis August 2025Feedback
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  1

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  Add an 'Attachments' and 'Manual Entry' icon to future-dated transaction reminders (edited)

  Dick_Davis 31 views 4 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
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  Duplicate Transactions with Apple Pay (edited)

  Closed countrycloudboy 35 views 1 comment 0 points Most recent by SRC54 August 2025Managing Your Transactions
• 
  For new Simplifi users

  Closed Donzee 51 views 1 comment 0 points Most recent by SRC54 August 2025Getting Started
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  Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments

  Closed DannyB 166 views 14 comments 0 points Most recent by DannyB August 2025Troubleshooting