Transactions

Discussion List

• 
  Link reminders to transactions questions

  Closed sunflowermom 34 views 3 comments 0 points Most recent by Coach Natalie December 2024Managing Your Transactions
• 
  Should I remove credit card transactions that are from months prior to when my banking data starts?

  Answered ✓ Closed tucciamym 70 views 2 comments 0 points Most recent by SRC54 December 2024Getting Started
• 
  1

  Up Down
  Add "Go to Today" or "Today" button to account registers (edited)

  Active gh4266 1 view 1 comment 1 point Most recent by Coach Natalie December 2024Feature Requests
• 
  Gesa Credit union connecting but not updating transactions

  Closed Bill G 124 views 3 comments 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
• 
  split transaction with positive and negative numbers

  Closed Woppel 34 views 4 comments 1 point Most recent by UrsulaA December 2024Troubleshooting
• 
  Unable to un-exclude transactions

  Closed swiggity 68 views 8 comments 0 points Most recent by swiggity November 2024Report a Bug
• 
  2

  Up Down
  Web App: Display the full category path when searching the categories list on transactions

  Active asheroto 22 views 0 comments 2 points Started by asheroto November 2024 Feature Requests
• 
  Provide Option to Disable "Smart" Features

  Closed User20230826 54 views 3 comments 3 points Most recent by Coach Natalie November 2024Feedback
• 
  Automatically enter recurring transactions in the register

  Closed Jeff Kozol 24 views 1 comment 0 points Most recent by Coach Jon November 2024Feedback
• 
  Deleted credit card account, then re-added, but only got transactions back to August

  Closed Membername 27 views 3 comments 0 points Most recent by Coach Natalie November 2024Adding and Updating Accounts
• 
  Duplicate Transactions

  Closed TheReal702 352 views 46 comments 0 points Most recent by TheReal702 November 2024Troubleshooting
• 
  Unlinking issues (mobile/web) for recurring transactions

  Closed RobWilk 86 views 17 comments 0 points Most recent by RobWilk November 2024Report a Bug
• 
  "Appears on your [...] statement as" Text Download Length

  Flopbot 209 views 15 comments 0 points Most recent by Coach Kristina November 2024Managing Your Transactions
• 
  Blank payee on Transactions page for Fidelity CMA account

  Closed brokenchord 92 views 7 comments 0 points Most recent by Coach Kristina November 2024Adding and Updating Accounts
• 
  6

  Up Down
  Ability to Link Manual Transactions to Recurring Reminders from the Reminder directly (edited)

  Active Flopbot 114 views 5 comments 6 points Most recent by RobWilk November 2024Feature Requests
• 
  Merged: Full Payee descriptions are needed (edited)

  Closed RobjWill718 1.1K views 0 comments 77 points Most recent by Flopbot November 2024Feature Requests
• 
  Merged: Date of Chase CC transactions

  Closed mllcpa 1 view 0 comments 1 point Most recent by RobWilk November 2024Feature Requests
• 
  Filter/Search Transactions by Month

  Closed MikeBtp 64 views 7 comments 0 points Most recent by MikeBtp November 2024Managing Your Transactions
• 
  9

  Up Down
  Mobile App: Quick Add Transaction (edited)

  Active RunTimmy 219 views 8 comments 9 points Most recent by Coach Kristina November 2024Feature Requests
• 
  Merged: Quick Transaction Add Option

  Closed Jim Nissen 1 view 0 comments 1 point Started by Jim Nissen November 2024 Feature Requests
• 
  PenFed balances double counting pending transactions (edited)

  Closed RobWilk 67 views 2 comments 1 point Most recent by RobWilk November 2024Adding and Updating Accounts
• 
  10

  Up Down
  Advanced Tag Filters using AND based filters or OR based filters (edited)

  Active nicola 83 views 5 comments 10 points Most recent by Max1223 November 2024Feature Requests
• 
  New behavior with manually added transactions matching pending?

  Closed JCG2042 267 views 26 comments 0 points Most recent by JCG2042 November 2024Troubleshooting
• 
  Credit card Pending Transactions posting as credits instead of debits

  Closed L McGregor 68 views 6 comments 0 points Most recent by L McGregor November 2024Adding and Updating Accounts
• 
  Balances completely wrong today (10/25) from doubled transactions

  Closed t8iujh 229 views 21 comments 0 points Most recent by RobWilk November 2024Adding and Updating Accounts
• 
  Customize UI - Ability to Hide Widgets

  Closed D700 32 views 1 comment 2 points Most recent by Coach Natalie November 2024Feedback
• 
  Will downloaded Apple Wallet transactions match with manual entries? (edited)

  Closed RobWilk 31 views 6 comments 0 points Most recent by SRC54 November 2024Adding and Updating Accounts
• 
  Why is there a nonexistent pending transaction?

  Closed kscooley 45 views 4 comments 0 points Most recent by EL1234 November 2024Troubleshooting