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Feature Questions & Feedback

Closed arknemsis 51 views 4 comments 0 points Most recent by Coach Natalie May 2025Feedback

Splits Redesign: Share your feedback here!

Closed Coach Natalie 1.4K views 75 comments 0 points Most recent by Coach Natalie May 2025Feedback

16

Ability to mark a 'Cleared' transaction as 'Pending' (edited)

Active RobWilk 414 views 13 comments 16 points Most recent by RobWilk May 2025Feature Requests

Linking a transaction to a recurring reminder deletes the transaction

Closed System 71 views 8 comments 0 points Most recent by Coach Kristina May 2025Report a Bug

Notes Field - Overflows Instead of Wraps

Closed Flopbot 31 views 3 comments 2 points Most recent by Flopbot May 2025Report a Bug

Print checks & deposit slips

Answered ✓ Closed KinvaP 43 views 1 comment 0 points Most recent by Coach Jon May 2025Quicken Business & Personal Feedback

Freedom Credit Union Transactions Don't Sync

Closed vmorgs 41 views 7 comments 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts

Spending Plan Linking to Transaction Issues.

Answered ✓ Closed RonH2K 32 views 3 comments 0 points Most recent by DannyB May 2025Using the Spending Plan

Knoxvilla TVA Emp CU - Payee is now "Electronic Transaction" for debit card transactions (edited)

prestonjr23 63 views 9 comments 0 points Most recent by prestonjr23 May 2025Adding and Updating Accounts

Reclassifying a deposited check from another account

Answered ✓ Closed Tad1966 11 views 1 comment 0 points Most recent by SRC54 May 2025Managing Your Transactions

Unable to remove Credit Memo

Closed Flopbot 43 views 5 comments 0 points Most recent by Coach Jon May 2025General Troubleshooting

Merged: Target Red Card transactions are missing

Closed Alphabet 51 views 0 comments 0 points Most recent by Coach Kristina May 2025Adding and Updating Accounts

Missing Transactions for Space Coast Credit Union

Closed Travis B. 32 views 6 comments 0 points Most recent by Travis B. April 2025Adding and Updating Accounts

Merged: Ability to attach PDF’s as attachments/receipts

Closed kevinbcole 1 view 0 comments 1 point Most recent by RobWilk April 2025Feature Requests

New Credit Card was stolen (edited)

Closed futurepotato 132 views 4 comments 0 points Most recent by SRC54 April 2025Adding and Updating Accounts

Ability to invert amounts in a specific account

Closed BYH 11 views 1 comment 1 point Most recent by Coach Jon April 2025Managing Your Transactions

Not recognizing Venmo transactions

Closed Meileigh2021 11 views 2 comments 0 points Most recent by Mayra April 2025Using Reports

Transaction disappears after it's entered

Closed RossB 11 views 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting

Imports aren't working - has this been resolved?

Closed lmwst36 11 views 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting

Simplifi program counts 401k and other paycheck deductions as expenses (edited)

Closed chicago89 157 views 3 comments 0 points Most recent by Coach Kristina April 2025Managing Your Transactions

Highlight Issue with Payee field in Investment Transaction Detail window (edited)

Closed neon45 240 views 34 comments 0 points Most recent by Coach Kristina April 2025Investments

12

Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

Completed Closed UrsulaA 51 views 3 comments 12 points Most recent by UrsulaA April 2025Feature Requests

How do I link a transaction to a manual liability - Second try

Closed vhrcats 43 views 2 comments 0 points Most recent by vhrcats April 2025Adding and Updating Accounts

Mortgage accounts

Answered ✓ Closed Mankow 184 views 2 comments 0 points Most recent by Mankow April 2025Feedback

Mismatched Downloaded Transactions

Closed SRC54 21 views 3 comments 0 points Most recent by SRC54 April 2025Feedback

BOA importing transactions multiple times

Closed Rambler Man 1974 21 views 3 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts

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