Transactions

Business Categories unavailable within Quicken Business & Personal (edited)

Closed Padavan21 845 views 32 comments 0 points Most recent by Padavan21 October 2025Report a Bug for Quicken Business & Personal

CSV file upload issue

Closed pom 165 views 4 comments 1 point Most recent by pom October 2025Troubleshooting

Loan Payment Category identified as 'other spending' when it was a recurring bill

Answered ✓ Closed RobWilk 101 views 6 comments 0 points Most recent by Coach Natalie September 2025Troubleshooting

9

Create a new and separate Cash Transaction that is split from a Cash & ATM withdrawal (edited)

Active bcrossman 181 views 11 comments 9 points Most recent by egal September 2025Feature Requests

SoFi Roth Linked But No Transactions

Closed MikeZ 2 views 1 comment 0 points Most recent by MikeZ September 2025Adding and Updating Accounts

roommate's portion of rent (edited)

Answered ✓ Closed TK_25 81 views 3 comments 0 points Most recent by SRC54 September 2025Bills and Income

Add a "Select All Flags" checkbox (edited)

Closed JustinK 22 views 1 comment 1 point Most recent by Coach Jon September 2025Feedback

Workaround – Attaching Notes and Documents to Accounts (edited)

Closed Dick_Davis 12 views 0 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions

3

Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

Active pkp 443 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests

4

Ability to mark Investment Transactions as Recurring (edited)

Active orange_rijder 51 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests

New Chase CC Transactions Not Showing Up on Simplifi

Closed Ramin 92 views 5 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts

Transactions Missing From Income & Expense Report (edited)

Closed Dick_Davis 141 views 6 comments 0 points Most recent by Dick_Davis September 2025Using Reports

Invoice payment dates are not reflecting the transaction date (edited)

Closed cloudquick 1.1K views 32 comments 0 points Most recent by Coach Natalie September 2025Report a Bug for Quicken Business & Personal

Sub categories will not display on iPad web browser (edited)

Closed TommyS 41 views 6 comments 0 points Most recent by Coach Jon September 2025Report a Bug

Transaction activity headers missing on mobile (edited)

Closed TommyS 62 views 10 comments 0 points Most recent by TommyS September 2025Troubleshooting

How long can a Pending Transaction Remain in this State (4.76.0)

Closed Dick_Davis 21 views 3 comments 0 points Most recent by EL1234 September 2025Managing Your Transactions

Issue Importing CSV into Checking Account

Closed Gotay 41 views 2 comments 0 points Most recent by DryHeat September 2025Feedback

Why is the transaction categorization so... bad?

Closed Dognose 141 views 5 comments 0 points Most recent by Coach Jon September 2025Managing Your Transactions

Transactions pending from Chase for over a week

Closed Oogway 101 views 8 comments 0 points Most recent by Oogway September 2025Adding and Updating Accounts

Can Simplifi track both sides of a transfer from a brokerage account to a bank checking account

Closed GMS4QS 31 views 1 comment 0 points Most recent by Coach Jon September 2025Managing Your Transactions

Transaction naming and categorization apply only to Pending transactions, and change once Cleared

Closed tylermdunn 23 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting

-1

Mobile App: Move the 'Reviewed' checkmark to the left side of transactions (edited)

Active trd716 51 views 3 comments -1 point Most recent by Coach Natalie September 2025Feature Requests

Register duplicating entries when changing Reconciliation Type

Closed The last straw 1 view 1 comment 0 points Most recent by Coach Kristina September 2025Troubleshooting

Erroneous balance on manual account

Closed oldit51 71 views 3 comments 0 points Most recent by oldit51 September 2025Adding and Updating Accounts

Merged: Amazon Transaction Detail

Closed Gibsongirl547 1 view 0 comments 2 points Most recent by Gibsongirl547 September 2025Feature Requests

Shift click to select a range of transactions does not work on Mac

Closed N4KHQ 202 views 4 comments 0 points Most recent by N4KHQ September 2025Troubleshooting

10

End of year archive/processing (edited)

Active rickthau 121 views 6 comments 10 points Most recent by Coach Natalie September 2025Feature Requests

Issue with searching transactions (edited)

Closed Dick_Davis 72 views 7 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions

Even out check arrival month in spending plan

Closed resaxon 11 views 1 comment 2 points Most recent by Coach Natalie September 2025Feedback

6

If Payee is new, set Category to Uncategorized

Active DavidB 21 views 1 comment 6 points Most recent by Dognose September 2025Feature Requests

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