Transactions

Discussion List

• 
  Transaction search needs reining in

  ChattMatt 30 views 3 comments 0 points Most recent by ChattMatt February 26Feedback
• 
  Navy Federal (Long-Term issue): Pending transactions "rarely" clear themselves

  RobWilk 30 views 2 comments 0 points Most recent by RobWilk February 26Adding and Updating Accounts
• 
  4

  Up Down
  Ability to sort transactions with the same date/Add a sorting logic (edited)

  Active RobWilk 18 views 1 comment 4 points Most recent by TXMaverick February 26Feature Requests
• 
  Duplicate transactions with reversed amounts (edited)

  tannerhodges 18 views 2 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts
• 
  Transaction Split feature not working properly

  Asher 48 views 2 comments 1 point Most recent by Asher February 23General Troubleshooting
• 
  Change category default list to current.

  dtorg1955 10 views 1 comment 0 points Most recent by Coach Kristina February 22Managing Your Transactions
• 
  5
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 279 views 21 comments 5 points Most recent by DryHeat February 22Feature Requests
• 
  1

  Up Down
  Undo the need to click twice for changes to save to a transaction (edited)

  Active ngzering 23 views 0 comments 1 point Started by ngzering February 22 Feature Requests
• 
  289
  Split transactions should be treated as separate transactions (2 Merged Votes)

  Completed bcrossman 5.1K views 166 comments 289 points Most recent by dsfreddy February 22Feature Requests
• 
  Client Invoicing - Apply Payment of Equal Value Removes Previous Payment From Old Invoices

  Dakota 31 views 4 comments 0 points Most recent by Dakota February 21General Troubleshooting
• 
  Apply Payment Dialog Always Initializes with "No Open Invoices"

  Dakota 28 views 3 comments 0 points Most recent by Coach Jon February 21General Troubleshooting
• 
  No recurring transaction indicator

  DMarshall 22 views 2 comments 0 points Most recent by DMarshall February 20Report a Bug
• 
  Fidelity Elan credit card transaction update delays (edited)

  RobI 78 views 13 comments 1 point Most recent by SRC54 February 20Adding and Updating Accounts
• 
  Unchecking "Invoice payment" on Split Transaction Always Results In "Uncategorized" Split

  Dakota 18 views 1 comment 0 points Most recent by Coach Jon February 20General Troubleshooting
• 
  2

  Up Down
  Streamline the Category Assignment Process when Getting Started (edited)

  Active Caradean28 11 views 0 comments 2 points Started by Caradean28 February 20 Feature Requests
• 
  How to Invoice Clients for Incurred Expenses

  Answered ✓ Mortimer Duke 20 views 2 comments 0 points Most recent by Coach Jon February 18Invoices, Estimates, & Sales Receipts
• 
  Paperclip Icon in Transaction List (edited)

  Spreadsheet Annie 11 views 1 comment 0 points Most recent by Coach Jon February 18Managing Your Transactions
• 
  Historical data for some accounts not being pulled in

  System 12 views 2 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
• 
  Bilt Rewards - INSTITUTION_NOT_RESPONDING / No transactions (edited)

  ambronet 266 views 27 comments 0 points Most recent by Coach Natalie February 18Adding and Updating Accounts
• 
  [ONGOING] 2/4/26: Lending Club - Personal & Business Banking - Missing Transactions

  Coach Jon 90 views 1 comment 1 point Most recent by Coach Jon February 18Current Online Banking Issues
• 
  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 4.5K views 137 comments 223 points Most recent by BBSD February 18Feature Requests
• 
  Marking a reminder "paid" and then changing the date to the future makes the transaction disappear

  ritaylor 54 views 15 comments 0 points Most recent by SRC54 February 17Report a Bug
• 
  5

  Up Down
  QBP: Zelle payments should not automatically be transfers (edited)

  Active Eric D 33 views 3 comments 5 points Most recent by uf97ddim February 17Quicken Business & Personal Feature Requests
• 
  Pending transactions not downloading from Citizens (edited)

  amlafleur 13 views 1 comment 0 points Most recent by Coach Natalie February 16Adding and Updating Accounts
• 
  26

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

  Active cwebbs60 1K views 46 comments 26 points Most recent by EL1234 February 16Feature Requests
• 
  Stop hiding Venmo by default

  bobmablob 29 views 3 comments 0 points Most recent by Coach Natalie February 16Feedback
• 
  paycheck sync from gusto

  Answered ✓ blamphcore 21 views 1 comment 0 points Most recent by Coach Kristina February 15Bills and Income
• 
  114

  Up Down
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  In Review 2sonsjim 1.2K views 48 comments 114 points Most recent by EL1234 February 15Feature Requests
• 
  NA showing for transaction categories for uncategorized transactions (edited)

  ejs 25 views 2 comments 0 points Most recent by ejs February 14Report a Bug