Transactions

Discussion List

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  Credit cards not showing in the Spending Report (edited)

  Answered ✓ Closed neon45 261 views 4 comments 0 points Most recent by DannyB August 2025Using Reports
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  Whole Foods Purchases with Chase Amazon Prime Card

  Closed hooper303 70 views 1 comment 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  Transaction incorrectly assigned to Statement transaction

  Closed Randy17485 92 views 10 comments 0 points Most recent by Randy17485 August 2025Managing Your Transactions
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  Unable to set Client and Category

  Closed Michael.Tx 15 views 2 comments 0 points Most recent by RobWilk August 2025Report a Bug for Quicken Business & Personal
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  When spending for a goal, how do I enter the charge? (edited)

  Closed Jro12 14 views 1 comment 0 points Most recent by RobWilk August 2025Using Savings Goals
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  Transactions in Future via Connected Account not Impacting Balance

  Closed HankBrekke 15 views 2 comments 0 points Most recent by Coach Natalie August 2025Troubleshooting
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  Duplicate transactions for every Morgan Stanley checking activity

  Closed mketner 15 views 1 comment 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Planned Spend not linking to all transactions. (edited)

  Closed johnnydr4 156 views 9 comments 0 points Most recent by DannyB August 2025Troubleshooting
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  Remember category corrections

  Closed Julia58 23 views 2 comments 0 points Most recent by DryHeat August 2025Managing Your Transactions
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  Venmo "income" transactions excluded from spending plan

  Closed bellassaije 233 views 9 comments 0 points Most recent by bellassaije August 2025Troubleshooting
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  Split transactions for income the same each month

  Answered ✓ Closed Jeeves 120 views 1 comment 1 point Most recent by SRC54 August 2025Bills and Income
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  How to track a large bill paid from savings without blowing my budget (edited)

  Closed chicago89 69 views 7 comments 0 points Most recent by EL1234 August 2025Using the Spending Plan
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  Notes field is cropped short when inline editing

  Closed DryHeat 62 views 6 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  Double 'Date' column, but no dates (edited)

  Closed DannyB 38 views 4 comments 0 points Most recent by SRC54 August 2025Report a Bug
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  Downloaded Transactions Automatically Set with a Flag

  Closed Dick_Davis 63 views 5 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
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  4.66.0 version has duplicate Uncategorized category in filters (edited)

  Closed JeffCB 142 views 9 comments 0 points Most recent by DryHeat August 2025Report a Bug
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  Handle Linking and Categorizing Transfer Transactions Better (edited)

  Active emarzock 245 views 10 comments 20 points Most recent by Coach Natalie August 2025Feature Requests
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  PNC bank accounts don't update historical data

  Answered ✓ Closed pom 83 views 3 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Citicard transactions now downloading since 8/14 (edited)

  Closed Photoguy 12 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  No Business Categories available within Quicken Business & Personal

  Closed System 174 views 10 comments 0 points Most recent by Coach Jon August 2025Report a Bug for Quicken Business & Personal
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  Move the "delete" button to the left when deleting transactions, and make it a trash can icon

  Dick_Davis 75 views 5 comments -1 point Most recent by TexanTommy August 2025Feature Requests
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  Recommend increasing the columns for the Payee and Category fields (edited)

  Closed Dick_Davis 29 views 4 comments 0 points Most recent by Dick_Davis August 2025Feedback
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  Add an 'Attachments' and 'Manual Entry' icon to future-dated transaction reminders (edited)

  Dick_Davis 43 views 4 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
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  Duplicate Transactions with Apple Pay (edited)

  Closed countrycloudboy 45 views 1 comment 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  For new Simplifi users

  Closed Donzee 54 views 1 comment 0 points Most recent by SRC54 August 2025Getting Started
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  Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments

  Closed DannyB 177 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 43 views 4 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  Hiding Transactions

  Answered ✓ Closed Billydo 44 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 67 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 27 views 3 comments 1 point Most recent by Coach Natalie August 2025Feedback