Transactions

Discussion List

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  Transfer transactions not included in account total (edited)

  Closed MichaelSwartz 23 views 1 comment 0 points Most recent by DryHeat July 2025Managing Your Transactions
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  Transactions and Spending Plans

  Closed Stevefxp 53 views 10 comments 0 points Most recent by DannyB July 2025Using the Spending Plan
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  Transaction Default Page setup gives you ZERO information on first glance

  Closed SimplyUser6754 21 views 2 comments 2 points Most recent by DryHeat July 2025Feedback
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  Merged: Transaction name shortens on hover in web app

  Closed cchatham11 1 view 0 comments 0 points Most recent by cchatham11 July 2025Report a Bug
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  Accounting for Loans from a 403b or 401k

  Answered ✓ Closed ericksonjb 33 views 1 comment 0 points Most recent by Coach Jon July 2025Managing Your Transactions
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  How to account for cash loan to child

  Answered ✓ Closed John Rowland 64 views 2 comments 0 points Most recent by John Rowland July 2025Managing Your Transactions
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  Visa Provisioning Transactions

  Answered ✓ Closed Stevefxp 33 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  Excluded from Reports & Spending Plan Transactions

  Answered ✓ Closed Stevefxp 238 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  How do I add a Transfer Subcategory? (edited)

  Answered ✓ Closed Stevefxp 57 views 4 comments 0 points Most recent by Coach Kristina July 2025Categories and Tags
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  "Opening Balance" transaction category?

  Closed ejs 126 views 7 comments 0 points Most recent by ejs July 2025Managing Your Transactions
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  Ability to choose which transaction data to keep when merging transactions (edited)

  Active RobWilk 102 views 8 comments 5 points Most recent by egal July 2025Feature Requests
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  Merged: Allowing Multiple Payees for One Transaction - Splits (edited)

  Closed aastol 1 view 0 comments 1 point Most recent by aastol July 2025Feature Requests
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  Merged: Payee Name display cut off on screen

  Closed Ron4266 1 view 0 comments 0 points Most recent by Ron4266 July 2025Managing Your Transactions
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  Understanding – Pending in Transaction Activity

  Answered ✓ Closed Dick_Davis 151 views 9 comments 0 points Most recent by Dick_Davis June 2025Adding and Updating Accounts
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  not seeing merchants for credit cards (edited)

  Answered ✓ Closed ronm 23 views 1 comment 0 points Most recent by Coach Kristina June 2025Managing Your Transactions
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  Manage Credit Cards

  Closed countrycloudboy 22 views 1 comment 0 points Most recent by DannyB June 2025Managing Your Transactions
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  Credit splits

  Closed mograce 12 views 1 comment 0 points Most recent by Coach Kristina June 2025Managing Your Transactions
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  United Nation FCU credit transactions do not distinguish posted from pending Iedited)

  Closed James.MP 22 views 1 comment 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Consumer Loan Paid by Credit Card Monthly

  Closed Dick_Davis 42 views 2 comments 0 points Most recent by Dick_Davis June 2025Bills and Income
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  Ability to add Attachments to each Split (edited)

  Dick_Davis 62 views 5 comments 0 points Most recent by EL1234 June 2025Feature Requests
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  Reviewed flag for pending transactions gets reset to not reviewed after posted

  Closed habrams99 380 views 22 comments 1 point Most recent by Dick_Davis June 2025Troubleshooting
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  Add a checkbox to each month header in Transactions to "select all" for the month (edited)

  Active phixed 15 views 0 comments 4 points Most recent by phixed June 2025Feature Requests
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  Merged: Saving Goals Links for Tranactions

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 2 points Most recent by HeyJaiBabyIGotUrMony June 2025Feature Requests
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  Reconcile Accounts by Statement Upload

  Closed stevel0821 74 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback
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  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Dick_Davis 41 views 4 comments 1 point Most recent by Dick_Davis June 2025Feature Requests
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  Finding Transactions that are in the future (beyond Current Date)

  Closed Dick_Davis 156 views 2 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Typing in the Transaction Category field on web

  Closed rgonzalez 11 views 1 comment 0 points Most recent by Coach Jon June 2025Troubleshooting
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  Linked [Transfer] Transactions shown

  Answered ✓ Closed Dick_Davis 33 views 4 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions