Transactions

Discussion List

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  Apply multiple invoice payments to one deposit

  Closed cjjones21 52 views 1 comment 1 point Most recent by Coach Natalie June 2025Invoices, Estimates, & Sales Receipts
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  12

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  Allow the - (minus) in searches (1 Merged Vote)

  Active EL1234 87 views 10 comments 12 points Most recent by Max1223 June 2025Feature Requests
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  1

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  Mobile App: Ability to print transaction attachments (edited)

  Active Folkcello 11 views 0 comments 1 point Most recent by Folkcello June 2025Feature Requests
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  Spending Plan- Transaction Activity- Manage Columns

  Closed LadyDorian 16 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  Amazon refunds are being treated as credit card payments (edited)

  Closed cloudquick 912 views 28 comments 2 points Most recent by cloudquick June 2025General Troubleshooting
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  How to unapply a recurring payment from the wrong transaction to correct cash flow? (edited)

  Closed cloudquick 103 views 13 comments 0 points Most recent by DryHeat June 2025General Troubleshooting
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  Mortgage Payment Splits

  Closed tvanto 196 views 9 comments 0 points Most recent by SRC54 June 2025Troubleshooting
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  Payee names are STILL truncated or incorrect

  Closed SeattleGuy 206 views 9 comments 1 point Most recent by SeattleGuy June 2025Report a Bug
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  Missing transactions and a frustrating Help Center interaction

  Closed pst 332 views 6 comments 1 point Most recent by Coach Jon June 2025Troubleshooting
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  Transaction missing from one day to the next (after linking to series)?

  Closed budgetj75 314 views 33 comments 0 points Most recent by Coach Natalie June 2025Report a Bug
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  Cannot split an income into different categories

  Closed Jake B 56 views 5 comments 0 points Most recent by EL1234 June 2025Managing Your Transactions
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  Firestone CFNA Credit Card: Reverse Register (edited)

  Closed EricG301 386 views 28 comments 0 points Most recent by EricG301 June 2025Adding and Updating Accounts
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  Moving from Quicken Classic to Simplifi

  Closed Dick_Davis 517 views 3 comments 0 points Most recent by Coach Jon June 2025Getting Started
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  Missing Transactions - Alliant Credit Union

  Closed Z3r0XG 34 views 1 comment 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  3

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  Make it more obvious when filters are applied to the register (edited)

  Active BigEquator 29 views 2 comments 3 points Most recent by Coach Kristina May 2025Feature Requests
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  5
  Add a Receipt Icon/Paperclip to Transaction Lists on the Mobile App (edited)

  Completed Closed Flopbot 189 views 5 comments 5 points Most recent by Flopbot May 2025Feature Requests
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  8

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  Add an icon or indicator for new transactions that have downloaded (edited)

  Active jjdavis84 34 views 3 comments 8 points Most recent by SRC54 May 2025Feature Requests
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  Make it easier to spend from pre funded savings goals or sinking funds

  Closed Bhadam 207 views 1 comment 1 point Most recent by Coach Jon May 2025Feedback
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  [ONGOING] 5/15/25: Target Red Card - Missing Transactions

  Coach Natalie 1.4K views 1 comment 3 points Most recent by Coach Natalie May 2025Current Online Banking Issues
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  Reconciliation in Quicken Simplifi Business & Personal? (edited)

  Closed CRA 236 views 2 comments 0 points Most recent by Flopbot May 2025Quicken Business & Personal Feedback
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  Starting with Quicken Simplifi

  Answered ✓ Closed HGiara 55 views 1 comment 0 points Most recent by Flopbot May 2025Getting Started
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  Lost Transactions for NFCU

  Closed Dognose 33 views 3 comments 0 points Most recent by Coach Jon May 2025Troubleshooting
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  How to include Ck # field in csv printout?

  Answered ✓ Closed Redfrog09 34 views 1 comment 0 points Most recent by Coach Jon May 2025Managing Your Transactions
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  Quicken Classic vs Simplifi

  Answered ✓ Closed Moorrf 60 views 1 comment 0 points Most recent by SRC54 May 2025Getting Started
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  5

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  Add total sum on the transaction group band by month (edited)

  Active asubbaiyanprof 34 views 2 comments 5 points Most recent by Mantania May 2025Feature Requests
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  DCU - Not downloading data

  Closed warbar60 41 views 2 comments 0 points Most recent by warbar60 May 2025Adding and Updating Accounts
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  Removed Flags Reappearing

  Closed myfriend 145 views 14 comments 1 point Most recent by Coach Natalie May 2025Report a Bug