Transactions

Discussion List

• 
  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 13 views 0 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
• 
  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 5 views 0 comments 0 points Started by Dick_Davis December 2025 Managing Your Transactions
• 
  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 4 views 0 comments 0 points Started by Dick_Davis December 2025 Managing Your Transactions
• 
  42

  Up Down
  Ability to filter reviewed/unreviewed and uncategorized transactions easily (edited)

  Active perrynmyers 664 views 19 comments 42 points Most recent by AlarmClock74 December 2025Feature Requests
• 
  50

  Up Down
  Built-in Calculator when Splitting Transactions/in Amount fields [edited] (1 Merged Vote)

  Active Flopbot 636 views 28 comments 50 points Most recent by EL1234 December 2025Feature Requests
• 
  Home Value Change is not a Transaction

  e39e60 12 views 1 comment 0 points Most recent by DryHeat December 2025Feedback
• 
  Tip: How to get transactions faster for Fidelity Visa Credit Card provided by Elan Financial

  danielkeisling 20 views 1 comment 0 points Most recent by Coach Kristina December 2025Managing Your Transactions
• 
  Advance Rules broke most existing rules for Income.

  N4KHQ 37 views 4 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
• 
  No Transactions Retrieved From Citizens Bank Since 12/9 (edited)

  MikeZ 117 views 16 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  Can recurring reminders be automatically entered as pending transactions the day of? (edited)

  Answered ✓ eeb4th 56 views 7 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
• 
  Transaction Activity Panel does not show transaction dates

  nrp06 43 views 4 comments 0 points Most recent by SRC54 December 2025Report a Bug
• 
  Merged: Category has shifted to Payee in Transaction Activity for one account

  Closed dont 11 views 0 comments 0 points Most recent by dont December 2025Managing Your Transactions
• 
  New Feature Alert: Account Register Update!

  Announcement Closed Coach Natalie 502 views 1 comment 4 points Most recent by Coach Natalie December 2025Updates From the Product Team
• 
  63

  Up Down
  Ability to link or tie Savings Goals contributions/withdraws to transactions (edited)

  Active andrew1030 606 views 12 comments 63 points Most recent by RDMitra December 2025Feature Requests
• 
  10

  Up Down
  Ability to create transactions from the details of scanned receipts (edited)

  Active MinB 157 views 3 comments 10 points Most recent by Max1223 December 2025Feature Requests
• 
  Transaction export

  IHasAQuestion 19 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
• 
  Elevations Credit Union - Linking caused transactions to be downloaded into 2 accounts

  System 12 views 2 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  Baxter Credit Union Showing Debits as Credits while Pending (edited)

  cvwest 105 views 14 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  Transactions in accounts setup to include in Reports are being excluded

  ThadW 55 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
• 
  2

  Up Down
  Ability to filter transactions by Pending/Cleared (edited)

  Active Mike0514 12 views 1 comment 2 points Most recent by Coach Natalie December 2025Feature Requests
• 
  62

  Up Down
  Display future-dated transactions/reminders in account registers [edited] (1 Merged Vote)

  Active Tickko 1.6K views 42 comments 62 points Most recent by EL1234 December 2025Feature Requests
• 
  Merged: Suggestion: Add at toggle to the Register to show/hide future dated transactions

  Closed EL1234 11 views 0 comments 1 point Most recent by DryHeat December 2025Feature Requests
• 
  194

  Up Down
  Need a 'Select All' and 'Date Range' Filter (edited)

  In Review Drummon1 2.9K views 76 comments 194 points Most recent by Coach Kristina December 2025Feature Requests
• 
  112
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  Planned 2sonsjim 1K views 43 comments 112 points Most recent by Coach Kristina December 2025Feature Requests
• 
  Reviewed Flag is being reset

  Ruonline 56 views 13 comments 0 points Most recent by EL1234 December 2025Troubleshooting
• 
  24

  Up Down
  Convert Reminders to a Transaction on the day they occur [edited] (1 Merged Vote)

  Active cwebbs60 889 views 41 comments 24 points Most recent by SRC54 December 2025Feature Requests
• 
  94

  Up Down
  Ability to create a transaction from a Reminder (edited)

  Active dougieINFJ 1.3K views 57 comments 94 points Most recent by EL1234 December 2025Feature Requests
• 
  128

  Up Down
  Ability to Link multiple Transactions to a single Recurring Bill at one time (edited)

  In Review EODelf 2.2K views 52 comments 128 points Most recent by Quicken Kirby December 2025Feature Requests
• 
  3

  Up Down
  Web App: Hide the page scrollbar when it's not needed (edited)

  Active Marcin 48 views 3 comments 3 points Most recent by Coach Natalie December 2025Feature Requests