Transactions

How do I categorize a positive transfer as income?

Answered ✓ Closed willip 21 views 2 comments 0 points Most recent by Coach Natalie April 2025Managing Your Transactions

Merged: Ability to restore deleted transactions

Closed Dudley C Rose 11 views 0 comments 2 points Most recent by Coach Kristina April 2025Feature Requests

Charles Schwab downloaded creating many $0 transactions

Closed PhilS 442 views 15 comments 0 points Most recent by flintster_99 April 2025Adding and Updating Accounts

Manage bills/deposits

Closed golf 11 views 2 comments 0 points Most recent by Coach Natalie April 2025Troubleshooting

Manually post payment to credit card

Answered ✓ Closed EllieBean 72 views 1 comment 0 points Most recent by Coach Natalie April 2025Managing Your Transactions

4

Attach "Transfers" to the Payee instead of the Category (edited)

Active dillonbrown 71 views 2 comments 4 points Most recent by nixiecon April 2025Feature Requests

my banc account is not updating transaction and also some credit card show on a zero balance

Closed Jozsef52 21 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts

Direct Deposits stopped populating as transactions in my [checking account]

Closed stungbybees 21 views 3 comments 0 points Most recent by Coach Jon April 2025Troubleshooting

Merged: Transactions with (incorrect) amount of 0.00. What the heck?

Closed barncrow 31 views 0 comments 0 points Most recent by PatD April 2025Adding and Updating Accounts

How should I track payables/reimbursements?

Answered ✓ Closed jemenake 63 views 2 comments 0 points Most recent by jemenake April 2025Getting Started

6

Templates for Transactions

Active ejobity 21 views 4 comments 6 points Most recent by DryHeat April 2025Feature Requests

Merged: Create and Add New Button to New Transaction Window

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

Chase Wrongly linked transaction CAN NOT be unlinked

Closed RobWilk 51 views 4 comments 0 points Most recent by SRC54 April 2025Report a Bug

41

Ability to import QFX files (edited)

Active Phssthpok 1.9K views 15 comments 41 points Most recent by SRC54 April 2025Feature Requests

Barclay Card US transactions not importing

Closed wiatt 91 views 2 comments 1 point Most recent by Coach Natalie March 2025Adding and Updating Accounts

Struggling with getting started and playing catch-up

Answered ✓ Closed BLLO 237 views 3 comments 0 points Most recent by DryHeat March 2025Managing Businesses

Edit layout of Transactions page

Closed mapmaker777 13 views 1 comment 0 points Most recent by Coach Kristina March 2025Feedback

Can manually added accounts be made so all transactions are auto?

Answered ✓ Closed kampdog 11 views 1 comment 0 points Most recent by Coach Kristina March 2025Adding and Updating Accounts

Will Quicken Simplifi be adding the ability to copy & paste a complicated split transaction?

Closed D.S. 71 views 2 comments 0 points Most recent by Coach Jon March 2025Managing Your Transactions

Citibank Shop your Way Card Transaction Duplicates (edited)

Closed nrp06 53 views 6 comments 0 points Most recent by nrp06 March 2025Adding and Updating Accounts

Transaction Payee shows up as 'Mobile'

Closed trezbo 14 views 3 comments 0 points Most recent by Coach Jon March 2025Adding and Updating Accounts

Merged: "Ctrl+A" followed by a "Backspace" does not delete all text in the Sear…

Closed torrents.stride 1 view 0 comments 1 point Most recent by torrents.stride March 2025Feature Requests

Remember UI configuration

Closed noone 21 views 1 comment 4 points Most recent by Coach Natalie March 2025Feedback

Simplifi incorrectly auto-naming and auto-categorizing and hasn't learned from corrections

Closed Vivek 61 views 1 comment 0 points Most recent by Coach Kristina March 2025Troubleshooting

Merged: Add a button to quickly view transaction register filtered by Reviewed [Edited]

Closed rlorcro 11 views 0 comments 1 point Most recent by Coach Kristina March 2025Feature Requests

Merged: Ability to save the selection of columns within transaction window

Closed USAviator 11 views 0 comments 1 point Most recent by DryHeat March 2025Feature Requests

Merged: Ability to set transaction rules within individual accounts

Closed USAviator 1 view 0 comments 1 point Most recent by USAviator March 2025Feature Requests

Missing transactions

Closed todd.r.king61 211 views 16 comments 0 points Most recent by DryHeat March 2025Report a Bug

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