Transactions

Discussion List

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  NEW 4/9/26: PayPal Credit, MasterCard and Crypto - Missing Transactions

  Announcement Coach Jon 85 views 0 comments 1 point Started by Coach Jon April 9 Current Online Banking Issues
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  Festivus is Over But I Still Have Grievances!

  Tim Etherington 48 views 8 comments 0 points Most recent by Tim Etherington April 9Feedback
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  Can't create a category rule from a transaction (edited)

  wavehowie 16 views 1 comment 0 points Most recent by Coach Natalie April 8Managing Your Transactions
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  Fidelity Visa Card account missing transactions

  John Wells 18 views 1 comment 0 points Most recent by Coach Jon April 8Adding and Updating Accounts
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  NEW 4/8/26: Barclays - Missing Transactions

  Announcement Coach Natalie 674 views 0 comments 3 points Started by Coach Natalie April 8 Current Online Banking Issues
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  Add thumbnail image icons to transactions to add some life and color (edited)

  gerard143 20 views 1 comment 0 points Most recent by Coach Natalie April 8Feature Requests
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  Deletion Security Prompts

  Simpli_User_101 21 views 2 comments 0 points Most recent by SRC54 April 7Feedback
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  in quicken simplifi PayPal only shows "debit card transaction" where the payee should be

  Kuhzah 17 views 1 comment 0 points Most recent by Coach Jon April 7Adding and Updating Accounts
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  Transaction List Update: Share your feedback here!

  Closed Coach Natalie 2.2K views 193 comments 1 point Most recent by Coach Natalie April 7Feedback
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  When scrolling transactions, the screen auto-adjusts back to the top of the screen (edited)

  bclifton01 24 views 2 comments 1 point Most recent by sbennet1 April 7Report a Bug
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  Hudson Valley Credit Union transactions not loading (edited)

  Charles V 71 views 12 comments 0 points Most recent by Coach Natalie April 6Adding and Updating Accounts
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  Amount Matching: "Limited Range" option not matching correctly (edited)

  DryHeat 365 views 27 comments 0 points Most recent by EL1234 April 6Feedback
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  Convert Reminders to a Transaction on the day they occur [edited] (1 Merged Vote)

  Active cwebbs60 1.1K views 48 comments 28 points Most recent by sbennet1 April 6Feature Requests
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  Target Red Card missing transactions and fake $0 transactions (edited)

  royhova 48 views 3 comments 1 point Most recent by ericmn April 6Adding and Updating Accounts
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  New Feature Alert: Spending and Income Tabs in Your Registers!

  Closed Coach Natalie 319 views 1 comment 3 points Most recent by Coach Natalie April 3Updates From the Product Team
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  Keeping track of one category of payments

  Answered ✓ grandmaSB 13 views 1 comment 0 points Most recent by Coach Jon April 1Managing Your Transactions
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  Close REMINDER and ENTER TRANSACTION at 12:00am on day of

  woodsman 24 views 2 comments 0 points Most recent by SRC54 April 1Bills and Income
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  Transaction History Settings

  UrsulaA 685 views 24 comments 0 points Most recent by UrsulaA April 1Report a Bug
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  Editing linked transfer deletes one side of transaction

  ejs 124 views 5 comments 1 point Most recent by Coach Natalie April 1Report a Bug
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  Issues with bulk un-excluding transactions

  System 131 views 12 comments 0 points Most recent by Coach Natalie April 1Report a Bug
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  Transactions aren't showing

  Mortimer Duke 14 views 1 comment 0 points Most recent by Mortimer Duke April 1Troubleshooting
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  Help with linking split transactions to recurring (edited)

  shely6875 43 views 6 comments 0 points Most recent by DryHeat April 1Troubleshooting
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  No balance or transaction updates since friday (edited)

  Dr Gene 12 views 1 comment 0 points Most recent by Coach Jon March 30Adding and Updating Accounts
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  Hovering over ---Split--- in Transaction List now Shows You the Split Amounts

  SRC54 21 views 4 comments 1 point Most recent by Flopbot March 30Feedback
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  In Reports, show a count of transactions matching the filters

  GC_MC 22 views 2 comments 3 points Most recent by Coach Natalie March 30Feature Requests
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  Marking a recurring reminder as paid should put the transaction in "cleared" status (edited)

  MishaM 45 views 4 comments 2 points Most recent by TwelveSilverPennies March 30Feature Requests
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  Getting transaction amounts to show in reports run by category?

  Answered ✓ foster13 13 views 1 comment 0 points Most recent by foster13 March 28Using Reports
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  How to use shared account (Husband & Wife), yet exclude certain information like gifts?

  Answered ✓ KDC1996 66 views 4 comments 0 points Most recent by KDC1996 March 28Using Space Sharing
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  Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

  In Review achester99 3.2K views 69 comments 262 points Most recent by angeleyz21 March 27Feature Requests
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  Split transactions ignored when filtering on Category unless "Show split details" selected

  DryHeat 81 views 13 comments 0 points Most recent by EL1234 March 27Feedback