Transactions

Discussion List

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  Merged: Group Transfers on Transactions List

  Closed Robert H 1 view 0 comments 1 point Started by Robert H January 2025 Feature Requests
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  Why can I not mark a refund as reviewed?

  Closed Rockey 24 views 2 comments 0 points Most recent by Rockey January 2025Troubleshooting
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  How Do I Show Pending Transactions?

  Answered ✓ Closed aastol 142 views 6 comments 0 points Most recent by SRC54 January 2025Adding and Updating Accounts
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  Changing a payment from pending to cleared

  Answered ✓ Closed sphealing 32 views 1 comment 0 points Most recent by sphealing January 2025General Troubleshooting
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  Mobile Phone Widget for 'Recent Transactions' (edited)

  In Review RCA 169 views 7 comments 24 points Most recent by Bartman682 January 2025Feature Requests
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  Paypal Extras World Mastercard won't import

  Closed tmbennett55 11 views 1 comment 0 points Most recent by Coach Kristina January 2025Adding and Updating Accounts
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  Save button disabled after selecting existing payee

  Closed a3chic9 12 views 1 comment 0 points Most recent by Coach Kristina January 2025Report a Bug
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  Apple Daily Cash transactions imported as transfers

  Closed mdleighty 42 views 8 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
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  All my transactions are marked as cleared in Simplifi

  Answered ✓ Closed trtrlik 81 views 7 comments 0 points Most recent by trtrlik January 2025Managing Your Transactions
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  Any ideas on how to get rid of this?

  Answered ✓ Closed DannyB 59 views 4 comments 0 points Most recent by DannyB January 2025Troubleshooting
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  Lake Trust Credit Union Visa Credit Card Transactions Not Displaying

  Closed JC. 31 views 4 comments 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  No option to choose Cleared or Pending in iPhone or iPad app

  Closed wareagle1988 37 views 5 comments 0 points Most recent by SRC54 December 2024Report a Bug
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  Scheduled Bills & Payments entry

  Answered ✓ Closed tdog143 32 views 1 comment 0 points Most recent by Coach Kristina December 2024Adding and Updating Accounts
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  Show an icon in the transactions list to indicate manual transactions

  Active EL1234 38 views 5 comments 5 points Most recent by Jenny T December 2024Feature Requests
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  Issue: Some transactions do not allow me to mark as reviewed

  Closed xnn7 68 views 7 comments 0 points Most recent by SRC54 December 2024Report a Bug
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  Projected Cash Flow is not updating

  Closed cwebbs60 27 views 3 comments 1 point Most recent by Coach Kristina December 2024Report a Bug
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  Tooltip Pending amount missing a Transaction

  Closed RobWilk 12 views 1 comment 0 points Most recent by RobWilk December 2024Troubleshooting
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  Saving Goals and transfers to specific accounts

  Closed IgnacioRG 147 views 3 comments 2 points Most recent by Coach Kristina December 2024Feedback
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  Can no longer hover on recurring series "circular arrows" icon to see which series is linked

  Closed Duke0486 93 views 15 comments 0 points Most recent by Duke0486 December 2024Report a Bug
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  Columns still don't "stick" in reports.

  Closed RobWilk 23 views 1 comment 1 point Most recent by Coach Natalie December 2024Feedback
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  [ONGOING] 12/05/24: Issue with editing pending/cleared Transactions into Bill Reminders

  Coach Jon 517 views 1 comment 1 point Most recent by Coach Jon December 2024Known Product Issues
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  Why can't I select transactions for specific dates?

  Closed Don46 12 views 1 comment 0 points Most recent by SRC54 December 2024Troubleshooting
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  Simplifi Calculates FUSB Balance Wrong Again Today

  Closed SRC54 274 views 46 comments 0 points Most recent by SRC54 December 2024Report a Bug
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  Possible Bug - Transaction Type Icon on Split Tranactions

  Closed Flopbot 91 views 8 comments 1 point Most recent by Coach Jon December 2024Report a Bug for Quicken Business & Personal
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  Add a wildcard to transaction name/search function (edited)

  Active cconrado90 1.9K views 22 comments 25 points Most recent by orad December 2024Feature Requests
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  The transactions search bar should be an AND operation

  Active orad 34 views 3 comments 5 points Most recent by orad December 2024Feature Requests
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  Detect and remove authorizations charges that do not clear (edited)

  Active RobWilk 27 views 2 comments 4 points Most recent by RobWilk December 2024Feature Requests