Transactions

Discussion List

• 
  Pressing tab to get to the next transaction causes the transaction list to scroll down (edited)

  EL1234 58 views 6 comments 0 points Most recent by EL1234 June 4Report a Bug
• 
  Recurring transfer using old account after updating account in series

  kleind 34 views 3 comments 0 points Most recent by Coach Jon June 4Troubleshooting
• 
  7
  Splits: Option to always show additional fields (Tags, Exclusions, Note) [edited]

  Completed Roux 35 views 5 comments 7 points Most recent by Roux June 4Feature Requests
• 
  56

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

  Active Chris 806 views 36 comments 56 points Most recent by mrzoops June 4Feature Requests
• 
  8
  Bring the original Reminder back when an incorrectly linked transaction is unlinked (edited)

  Completed ajbopp 94 views 8 comments 8 points Most recent by EL1234 June 4Feature Requests
• 
  Horizon Credit Union Credit Card Transactions Stopped Downloading (edited)

  dnemecek 73 views 11 comments 0 points Most recent by Coach Jon June 3Adding and Updating Accounts
• 
  Merged: In June, all May categorizations got corrupted

  Closed aariana 31 views 0 comments 0 points Most recent by aariana June 2Report a Bug
• 
  Marking a reminder "paid" and then changing the date to the future makes the transaction disappear

  ritaylor 135 views 23 comments 1 point Most recent by msanders93 June 2Report a Bug
• 
  Merged: Future dated transactions not showing in projected cash flow (edited)

  Closed msanders93 24 views 0 comments 0 points Most recent by msanders93 June 2Troubleshooting
• 
  Renaming electronic payments (Apple Pay, Toast, Square, etc)

  1280x720 23 views 1 comment 0 points Most recent by SRC54 June 2Managing Your Transactions
• 
  8

  Up Down
  Ability to hide the "Net Worth" and "Reminders" banners in Transaction Activity (edited)

  Active Brian F 180 views 5 comments 8 points Most recent by Mook Mook June 1Feature Requests
• 
  3

  Up Down
  Access horizontal scroll bar on bottom of transaction screen without having to scroll down (edited)

  Simpli_User_101 143 views 23 comments 3 points Most recent by DryHeat May 31Feature Requests
• 
  59

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

  Active Flopbot 735 views 30 comments 59 points Most recent by TiggerTrainer May 29Feature Requests
• 
  Import transactions from CSV no longer triggering Rules

  Bernardo 306 views 30 comments 0 points Most recent by Heros K2 May 28Report a Bug
• 
  2

  Up Down
  Support for bank "Pay Over Time" payment plans (edited)

  Active DigitJedi 11 views 0 comments 2 points Started by DigitJedi May 28 Feature Requests
• 
  Chart is not updating to reflect transactions in manual asset account (edited)

  cyberstackn 52 views 5 comments 0 points Most recent by Coach Natalie May 28Troubleshooting
• 
  Are there any plans to support loan transactions?

  Answered ✓ rcortez 21 views 1 comment 0 points Most recent by Coach Natalie May 28Managing Your Transactions
• 
  Searching transactions on Web loses focus on the Search field while typing (edited)

  TexNolan 103 views 12 comments 0 points Most recent by Coach Natalie May 28Troubleshooting
• 
  Editing transactions inline on the web app is not saving changes until clicking elsewhere (edited)

  simplify_mn 199 views 27 comments 1 point Most recent by DryHeat May 28Report a Bug
• 
  199
  Need a 'Select All' and 'Date Range' Filter (edited)

  Completed Drummon1 3.3K views 88 comments 199 points Most recent by Coach Natalie May 27Feature Requests
• 
  Help tracking third-party rental management fees for my RV business (edited)

  Answered ✓ Brenda1 72 views 8 comments 0 points Most recent by Brenda1 May 27General Troubleshooting
• 
  Only 2 of 10+ cleared transactions downloaded this morning (edited)

  Dan83 34 views 5 comments 1 point Most recent by EL1234 May 26Adding and Updating Accounts
• 
  3

  Up Down
  Pressing Enter to select a category (when typing) should save the change (edited)

  EL1234 11 views 0 comments 3 points Started by EL1234 May 26 Feature Requests
• 
  8
  Ability to search by check # (edited)

  EL1234 95 views 8 comments 8 points Most recent by EL1234 May 24Feature Requests
• 
  E*Trade - "You have already added all your accounts at this bank." - Missing Transactions (edited)

  neon45 267 views 40 comments 0 points Most recent by neon45 May 23Adding and Updating Accounts
• 
  Allow users to limit the transactions downloaded when linking an account

  DryHeat 23 views 2 comments 1 point Most recent by DryHeat May 22Adding and Updating Accounts
• 
  5
  The transactions search bar should be an AND operation

  Completed orad 41 views 4 comments 5 points Most recent by Coach Natalie May 22Feature Requests
• 
  6
  Ability to search for split amounts in transactions (edited)

  Completed EL1234 44 views 3 comments 6 points Most recent by Coach Natalie May 22Feature Requests
• 
  48
  Add Keyboard Shortcuts (edited)

  Completed bickabah 541 views 26 comments 48 points Most recent by Coach Natalie May 21Feature Requests
• 
  9

  Up Down
  Ability to assign different Payees to Split Transactions (edited)

  Active esender 143 views 10 comments 9 points Most recent by EL1234 May 21Feature Requests