Transactions

Discussion List

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  PENDING Transactions NOT clearing and then dropped from the register (edited)

  fromawayme 45 views 2 comments 0 points Most recent by EL1234 July 13Adding and Updating Accounts
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  When exporting a single account's transactions, add the account name to the CSV file (edited)

  Active Esings2Him 116 views 5 comments 5 points Most recent by dsfreddy July 12Feature Requests
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  Enhanced Transaction Search: Share your feedback here!

  Closed Coach Natalie 192 views 10 comments 0 points Most recent by Coach Natalie July 9Feedback
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  Automatically resize column widths to fit browser window (dynamic column sizing)

  Closed theebrain 52 views 2 comments 1 point Most recent by theebrain July 7Managing Your Transactions
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  Is there a way to duplicate or copy a transaction with splits to a new transaction?

  Answered ✓ Closed EGoff 50 views 1 comment 0 points Most recent by Coach Jon July 7Managing Your Transactions
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  Associated Bank credit card - Positive transactions showing up as negative (edited)

  Closed mmmartian 76 views 6 comments 0 points Most recent by DryHeat July 6Adding and Updating Accounts
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  Splits in Recurring & Other Splits Enhancements: Share your feedback here!

  Closed Coach Natalie 1.5K views 110 comments 0 points Most recent by Quicken Kirby July 6Feedback
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  Ability to edit the status of transactions (pending/cleared) from the transaction list directly

  ChrisWT314 53 views 3 comments 3 points Most recent by Coach Natalie July 6Feature Requests
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  Hovering over long payee names and putting cursor at top of field causes flashing in the hover text

  bobthemoneyguy 44 views 1 comment 0 points Most recent by Coach Jon July 2Report a Bug
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  Ability to sort transactions by multiple criteria/levels (edited)

  Active mmmartian 32 views 3 comments 5 points Most recent by EL1234 July 2Feature Requests
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  Features in Q Classic Simplifi Needs (edited)

  Closed Qsince92 43 views 1 comment 0 points Most recent by Coach Jon July 1Feedback
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  how do you remove Statements from category list on Transactions display in Simplifi

  Answered ✓ Closed msp04977 35 views 1 comment 0 points Most recent by Coach Jon July 1Managing Your Transactions
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  Ability to delete a transaction with one click (edited)

  Active raffi 117 views 6 comments 4 points Most recent by mmmartian July 1Feature Requests
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  Categorize receipts with AI and auto split transaction

  Closed dtorg1955 72 views 5 comments 0 points Most recent by Coach Natalie June 29Managing Your Transactions
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  Robinhood Transaction Wrong Sign

  Closed roshankarim 55 views 4 comments 0 points Most recent by Coach Jon June 29Adding and Updating Accounts
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  Merged: Hide the All Accounts balance at the top when viewing transactions. [Edited]

  Closed Dan DeWaal 31 views 0 comments 1 point Most recent by EL1234 June 28Feature Requests
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  How to create a receipt with multiple transactions

  Answered ✓ Closed matthewb 34 views 1 comment 0 points Most recent by Coach Kristina June 28Invoices, Estimates, & Sales Receipts
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  Recurring Transaction Matching Issue

  Answered ✓ Closed CROforce 114 views 6 comments 0 points Most recent by DryHeat June 28Troubleshooting
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  Bulk edit option for status field

  Active Norm6257 131 views 2 comments 4 points Most recent by Coach Kristina June 28Feature Requests
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  When clicking on "category" drop down, the current selected category should be auto-highlighted

  Active nichodamous 293 views 13 comments 18 points Most recent by Coach Kristina June 28Feature Requests
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  Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)

  Active harinath 845 views 35 comments 63 points Most recent by Coach Kristina June 27Feature Requests
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  Start from scratch??

  Answered ✓ Closed HMB21 45 views 1 comment 0 points Most recent by SRC54 June 27Troubleshooting
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  Merged: Quick delete for transactions

  Closed Big Grumpy 31 views 0 comments 3 points Most recent by SRC54 June 27Feature Requests
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  How to manage historic transactions pulled in from linked accounts as a new user? (edited)

  Answered ✓ Closed FrameAndFinance 111 views 3 comments 0 points Most recent by Coach Jon June 25Getting Started
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  Entering Transaction Even at 730am Still Defaulting to Yesterday's Date

  Closed SRC54 102 views 10 comments 0 points Most recent by EL1234 June 24Feedback
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  Three transactions posted as PENDING then dropped from Register

  Closed fromawayme 42 views 3 comments 0 points Most recent by fromawayme June 23Troubleshooting
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  Ability to create transactions from the details of scanned receipts (edited)

  Active MinB 226 views 6 comments 11 points Most recent by Max1223 June 20Feature Requests
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  "Everything else" in the Spending report on mobile is missing transactions (edited)

  Closed Randy17485 197 views 16 comments 0 points Most recent by dsfreddy June 20Report a Bug
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  Can keyboard Arrow keys be used to step through the transactions activity list?

  Answered ✓ Closed Micky1701 23 views 1 comment 0 points Most recent by Coach Jon June 18Managing Your Transactions