Transactions

Discussion List

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  Moving a transaction to a future date disappears and does not generate a reminder

  nestorbast 271 views 14 comments 1 point Most recent by bvw123 November 30Bills and Income
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 124 views 11 comments 18 points Most recent by zeggerjulie November 29Feature Requests
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  [ONGOING] 11/14/25: USAA - Missing Transactions

  Coach Natalie 121 views 1 comment 1 point Most recent by Coach Jon November 28Current Online Banking Issues
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  Adding back tag field to spending report

  zipfamily 55 views 8 comments 0 points Most recent by DryHeat November 27Using Reports
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  Categorizing Pending Transactions on a Credit Card causes transactions to disappear

  OldTimeQuickUser 31 views 1 comment 0 points Most recent by Coach Natalie November 26Managing Your Transactions
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  Pending Transactions showing reversed (ie: as positive instead of negative) on multiple accounts

  SmittyVA 32 views 1 comment 0 points Most recent by Coach Jon November 26Adding and Updating Accounts
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  Position the selection for the category at the one selected.

  dtorg1955 16 views 1 comment 0 points Most recent by Coach Jon November 24Managing Your Transactions
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  1
  Ability to re-order the Columns in Transaction Activity (edited)

  Completed cas-sea 61 views 2 comments 1 point Most recent by Coach Natalie November 24Feature Requests
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  10
  Ability to sort register by Tags (edited)

  Completed bowgy4 72 views 5 comments 10 points Most recent by Coach Natalie November 24Feature Requests
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  USAA - Missing Transactions (edited)

  DryHeat 81 views 13 comments -1 point Most recent by DryHeat November 24Adding and Updating Accounts
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  Transactions in accounts setup to include in Reports are being excluded

  ThadW 32 views 5 comments 0 points Most recent by Coach Jon November 24Troubleshooting
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  Baxter Credit Union Showing Debits as Credits (edited)

  cvwest 72 views 10 comments 0 points Most recent by Coach Kristina November 23Adding and Updating Accounts
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  -1

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  Rename 'Check #' to "Check/Reference #" (edited)

  Dick_Davis 37 views 5 comments -1 point Most recent by EL1234 November 23Feature Requests
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  109

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  Full Payee descriptions are needed (edited)

  In Review mjodotcom 558 views 57 comments 109 points Most recent by 110011 November 21Feature Requests
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  Merged: Target Circle Credit Card Not Updating Transactions

  Closed TiggerTrainer 10 views 0 comments 0 points Most recent by Coach Jon November 21Adding and Updating Accounts
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  New Feature Alert: Account Register Update!

  Announcement Coach Natalie 238 views 0 comments 3 points Started by Coach Natalie November 21 Updates From the Product Team
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  Ability to remove tags during bulk edit

  Active Norm6257 729 views 37 comments 55 points Most recent by SRC54 November 20Feature Requests
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  4
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 189 views 17 comments 4 points Most recent by MikeZ November 20Feature Requests
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  Checking accounts are often not current even after multiple updates (edited)

  MareBear 20 views 1 comment 0 points Most recent by Coach Natalie November 20Adding and Updating Accounts
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  Spending and Income Tabs in Your Registers: Share your feedback here!

  Announcement Coach Natalie 49 views 9 comments 0 points Most recent by EL1234 November 19Early Access User Feedback
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  New Feature Alert: Spending and Income Tabs in Your Registers!

  Closed Coach Natalie 134 views 0 comments 2 points Started by Coach Natalie November 18 Updates From the Product Team
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  Merged: USAA transactions not downloading

  Closed lizgraydvm 21 views 0 comments 0 points Most recent by DryHeat November 18Adding and Updating Accounts
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  Include both 'Posted Date' and 'Transaction Date' for transactions (edited)

  Active mmmartian 20 views 2 comments 13 points Most recent by RobWilk November 18Feature Requests
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  Add Tags to Transactions in Spending Plan

  MikeZ 35 views 3 comments 4 points Most recent by Coach Natalie November 17Using the Spending Plan
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  Merged: Creating multiple transactions

  Closed RipTWD 5 views 0 comments 3 points Most recent by DryHeat November 17Feature Requests
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  7

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  Add a "Create and New" button in the Create Transaction window (edited)

  Active akogan 24 views 4 comments 7 points Most recent by DryHeat November 17Feature Requests
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  where did comments/tagging section go?

  Kartad 25 views 1 comment 1 point Most recent by SRC54 November 16Troubleshooting
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  Some transactions included in download/export are not visible in the account transaction list

  Silverthorne 16 views 2 comments 0 points Most recent by SRC54 November 15Troubleshooting
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  Check Number Field Missing after 4.83.0 Upgrade (edited)

  Closed West Winds 216 views 26 comments 0 points Most recent by scott1982 November 13Report a Bug
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  is there a way to bulk update accounts/transactions to not be excluded from spending reports?

  Answered ✓ Closed hubert.casimiro 25 views 1 comment 1 point Most recent by SRC54 November 12Managing Your Transactions