Transactions

Discussion List

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  Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments

  Closed DannyB 168 views 14 comments 0 points Most recent by DannyB August 2025Troubleshooting
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  When I search for uncategorized transactions, it also shows [me] balance adjustments. Why?

  Closed Oogway 37 views 4 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  2

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  Icons for Transaction Types

  Active Dick_Davis 50 views 2 comments 2 points Most recent by Dick_Davis August 2025Feature Requests
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  Hiding Transactions

  Answered ✓ Closed Billydo 47 views 1 comment 0 points Most recent by Coach Jon August 2025Managing Your Transactions
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  Submitting scheduled transaction early

  Closed Amar_K 54 views 5 comments 0 points Most recent by Amar_K August 2025Bills and Income
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  Transaction Search should include original "Appears as..." transaction names

  Closed alkaboy 28 views 3 comments 1 point Most recent by Coach Natalie August 2025Feedback
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  How Do I Hide Pending Transactions?

  Closed RiversideKid 137 views 6 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
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  Splitting a deposit

  Closed pattih 87 views 4 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
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  Unable to automatically download transactions from TD

  Closed Harsh N 14 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Savings Goals and the Spending Plan

  Closed djob13 160 views 8 comments 3 points Most recent by DannyB August 2025Using Savings Goals
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  Some Categories change for no reason

  Closed Thomas56 31 views 1 comment 0 points Most recent by SRC54 August 2025Troubleshooting
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  Changed default pending/cleared behavior for manual transactions?

  Closed RobWilk 18 views 2 comments 0 points Most recent by RobWilk August 2025Report a Bug
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  Transaction Attachments – Storage and Too Many

  Closed Dick_Davis 24 views 1 comment 0 points Most recent by Coach Jon August 2025Managing Your Transactions
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  TD Bank account is not updating (edited)

  Closed tomdroberts 45 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  What will deleting a full month's transactions do? (edited)

  Closed Dick_Davis 27 views 3 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  Notes field not updating (intermittent)

  Closed Sam P 22 views 1 comment 0 points Most recent by Coach Jon August 2025Report a Bug
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  Transactions not updating with Voya Financial

  Closed System 44 views 7 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Feature Request: Display Total Dollar Amount for Filtered Transactions

  Closed Poeppingp 19 views 1 comment 0 points Most recent by Coach Natalie August 2025Managing Your Transactions
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  Pending Activity Updates disappear after new sync

  Closed jflores11 32 views 3 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  Unable to view attachments when clicking the paperclip in the register (edited)

  Closed Dick_Davis 172 views 16 comments 0 points Most recent by Dick_Davis August 2025Report a Bug
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  Transaction automatically changed to "uncategorized" when switching from personal to business

  Closed Thoraidan 45 views 1 comment 0 points Most recent by Coach Jon August 2025General Troubleshooting
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  Finding Missing Linked Transactions (Web App)

  Answered ✓ Closed Dick_Davis 47 views 2 comments 0 points Most recent by Dick_Davis August 2025Managing Your Transactions
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  Notes

  Closed Manuel M. 12 views 1 comment 1 point Most recent by Coach Jon August 2025Feedback
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  4
  Restore the "Mark as one-time bill" option in the three-dot menu of transactions (edited)

  Completed Closed kgaren 33 views 3 comments 4 points Most recent by kgaren August 2025Feature Requests
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  Incorrect Transaction Payee

  Closed iakoubtchik 32 views 3 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  9

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  Show icon next to transfer transactions in register to quickly identify matches (edited)

  Active Norm6257 16 views 1 comment 9 points Most recent by Dick_Davis August 2025Feature Requests
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  Paycheck Splitting [Edited]

  Closed Dick_Davis 110 views 6 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  24
  When editing transactions, don't automatically mark them as 'Reviewed' (edited)

  Completed Closed lovetobudget 375 views 16 comments 24 points Most recent by mzlynzy August 2025Feature Requests
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  Reconciling the Accounts (Checking, Savings, Credit Cards, etc.)

  Closed Dick_Davis 325 views 10 comments 1 point Most recent by SRC54 August 2025Feedback
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  Projected Cash Flow Shows Future Months (edited)

  Closed Dick_Davis 47 views 7 comments 0 points Most recent by DryHeat August 2025Projected Cash Flow