Transactions

Discussion List

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  Please put rules back on the transactions under the payee where it used to be (edited)

  Rghsfl 15 views 1 comment 0 points Most recent by Coach Kristina March 15Managing Your Transactions
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  Balances and transactions out of sync

  ChrisWT314 18 views 2 comments 0 points Most recent by SRC54 March 15Adding and Updating Accounts
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  Connected account balances not updating with pending transactions (edited)

  someotherderek 820 views 97 comments 3 points Most recent by EL1234 March 15Adding and Updating Accounts
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  Unable to split paycheck, adding split amounts only increases amount to split

  Answered ✓ D_Oldham 85 views 14 comments 1 point Most recent by DryHeat March 14Managing Your Transactions
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  Search By Check Number

  John Kostenbader 29 views 2 comments 0 points Most recent by John Kostenbader March 14Feedback
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  The black flag appears as a dusky blue color on mobile (edited)

  MatthewR 40 views 4 comments 0 points Most recent by MatthewR March 13Troubleshooting
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  Why did you change the format for downloading transactions?

  Answered ✓ Gonzalo Eyzaguirre 19 views 1 comment 0 points Most recent by DryHeat March 12Managing Your Transactions
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  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 144 views 22 comments 0 points Most recent by EL1234 March 11Report a Bug
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  Past due bills cannot link to transaction (edited)

  RobI 26 views 4 comments 0 points Most recent by Coach Natalie March 11Troubleshooting
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  2
  Add an 'Attachments' column to Reports (edited)

  Completed Dick_Davis 16 views 1 comment 2 points Most recent by Coach Natalie March 11Feature Requests
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  Pending expenses downloaded as income (edited)

  squirrelbeforesunset 26 views 3 comments 0 points Most recent by Coach Jon March 11Troubleshooting
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  3
  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Completed afrancisco87 159 views 6 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  4
  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Completed UrsulaA 37 views 5 comments 4 points Most recent by EL1234 March 10Feature Requests
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  2
  Web App: Display the full category path when searching the categories list on transactions

  Completed asheroto 48 views 3 comments 2 points Most recent by bobthemoneyguy March 9Feature Requests
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  6

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  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 76 views 4 comments 6 points Most recent by Jds March 8Feature Requests
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  54

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  Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)

  Active Chris 726 views 35 comments 54 points Most recent by EL1234 March 8Feature Requests
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  Split transactions still don't have a notes section or ability to exclude (edited)

  Silverthorne 18 views 1 comment 1 point Most recent by Coach Kristina March 7Managing Your Transactions
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  45

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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 441 views 25 comments 45 points Most recent by Levanima March 7Feature Requests
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  Merged: No longer seeing "pending" transactions at the top of the register

  Closed nicko 52 views 0 comments 0 points Most recent by LW2000 March 6Managing Your Transactions
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  Explanation why transactions need to be based on Transaction Purchase dates instead of Posted dates

  improvementneed 25 views 1 comment 0 points Most recent by Coach Jon March 5Feedback
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  Image for "Show Split Items Mode (parent note and split note)" in Web Release 6.9.0 (edited)

  Dick_Davis 30 views 4 comments 0 points Most recent by DryHeat March 5Managing Your Transactions
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  No transactions shown when filtering to personal on mobile (edited)

  Lhh 135 views 12 comments 0 points Most recent by Coach Jon March 5General Troubleshooting
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  1

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  Mobile App: Ability to scroll, zoom, and view multiple pages in PDF attachments (edited)

  newuser482 17 views 1 comment 1 point Most recent by Coach Natalie March 5Feature Requests
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  4

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  Prevent automatic edits to Transactions that have been marked as Reviewed

  Active EL1234 27 views 3 comments 4 points Most recent by EL1234 March 5Feature Requests
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  Entering Transactions from Dashboard on Mobile App (edited)

  Answered ✓ jbaker5400 19 views 1 comment 0 points Most recent by Coach Natalie March 4Getting Started
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  Pending and cleared transaction showing as duplicates in Spending Plan

  RobI 78 views 9 comments 1 point Most recent by SRC54 March 4Using the Spending Plan
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  What does "auto match" use to match transactions?

  System 40 views 5 comments 0 points Most recent by Coach Natalie March 3Bills and Income
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  PayPal account does not show most recent posted transactions

  Jrunner01 27 views 1 comment 0 points Most recent by Coach Natalie March 2Adding and Updating Accounts
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  Pending transactions that are linked to recurring don't show as "paid" in Bills & Income (edited)

  BenB 94 views 11 comments 2 points Most recent by Coach Natalie March 2Feedback
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  Merged: Bank Of America No Longer Showing Pending Transactions

  Closed MishaM 3 views 0 comments 0 points Most recent by MishaM March 2Report a Bug