Transactions

Discussion List

• 
  4

  Up Down
  Expand the clicking range of the green 'reviewed' checkmark (edited)

  Active Flopbot 21 views 1 comment 4 points Most recent by SRC54 December 2024Feature Requests
• 
  Payee names truncated in ledger

  Closed lindsayla18 242 views 27 comments 2 points Most recent by Jenny T December 2024Report a Bug
• 
  Recurring payment disappearing with store refund

  Closed ertibb 31 views 4 comments 1 point Most recent by ertibb December 2024Troubleshooting
• 
  Resize Columns / Reorder Columns

  Closed Photoipster 139 views 1 comment 3 points Most recent by Coach Jon December 2024Managing Your Transactions
• 
  Many, but not all, transactions in 2024 for one credit card have reverted to “pending”

  Closed tylermdunn 61 views 7 comments 0 points Most recent by Coach Kristina December 2024Report a Bug
• 
  Payee renaming suddenly really bad

  Closed carmy 58 views 2 comments 0 points Most recent by Coach Kristina December 2024Troubleshooting
• 
  Transactions not showing pending deposit

  Closed hfarris 23 views 1 comment 0 points Most recent by SRC54 December 2024Troubleshooting
• 
  4

  Up Down
  Mobile App: Ability to see transaction 'Notes' in the main transaction view (edited)

  Active Ritland 43 views 2 comments 4 points Most recent by Jenny T December 2024Feature Requests
• 
  Cleared transaction still shows pending in the tooltip and balance is off

  Closed System 635 views 61 comments 0 points Most recent by EL1234 December 2024Adding and Updating Accounts
• 
  Link reminders to transactions questions

  Closed sunflowermom 31 views 3 comments 0 points Most recent by Coach Natalie December 2024Managing Your Transactions
• 
  Should I remove credit card transactions that are from months prior to when my banking data starts?

  Answered ✓ Closed tucciamym 87 views 2 comments 0 points Most recent by SRC54 December 2024Getting Started
• 
  1

  Up Down
  Add "Go to Today" or "Today" button to account registers (edited)

  Active gh4266 1 view 1 comment 1 point Most recent by Coach Natalie December 2024Feature Requests
• 
  Gesa Credit union connecting but not updating transactions

  Closed Bill G 122 views 3 comments 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
• 
  split transaction with positive and negative numbers

  Closed Woppel 46 views 4 comments 1 point Most recent by UrsulaA December 2024Troubleshooting
• 
  Unable to un-exclude transactions

  Closed swiggity 79 views 8 comments 0 points Most recent by swiggity November 2024Report a Bug
• 
  Provide Option to Disable "Smart" Features

  Closed User20230826 78 views 3 comments 3 points Most recent by Coach Natalie November 2024Feedback
• 
  Automatically enter recurring transactions in the register

  Closed Jeff Kozol 31 views 1 comment 0 points Most recent by Coach Jon November 2024Feedback
• 
  Deleted credit card account, then re-added, but only got transactions back to August

  Closed Membername 35 views 3 comments 0 points Most recent by Coach Natalie November 2024Adding and Updating Accounts
• 
  Duplicate Transactions

  Closed TheReal702 477 views 46 comments 0 points Most recent by TheReal702 November 2024Troubleshooting
• 
  Unlinking issues (mobile/web) for recurring transactions

  Closed RobWilk 162 views 17 comments 0 points Most recent by RobWilk November 2024Report a Bug
• 
  "Appears on your [...] statement as" Text Download Length

  Flopbot 244 views 15 comments 0 points Most recent by Coach Kristina November 2024Managing Your Transactions
• 
  Blank payee on Transactions page for Fidelity CMA account

  Closed brokenchord 121 views 7 comments 0 points Most recent by Coach Kristina November 2024Adding and Updating Accounts
• 
  6

  Up Down
  Ability to Link Manual Transactions to Recurring Reminders from the Reminder directly (edited)

  Active Flopbot 123 views 5 comments 6 points Most recent by RobWilk November 2024Feature Requests
• 
  Merged: Full Payee descriptions are needed (edited)

  Closed RobjWill718 1.1K views 0 comments 77 points Most recent by Flopbot November 2024Feature Requests
• 
  Merged: Date of Chase CC transactions

  Closed mllcpa 1 view 0 comments 1 point Most recent by RobWilk November 2024Feature Requests
• 
  Filter/Search Transactions by Month

  Closed MikeBtp 72 views 7 comments 0 points Most recent by MikeBtp November 2024Managing Your Transactions
• 
  9

  Up Down
  Mobile App: Quick Add Transaction (edited)

  Active RunTimmy 224 views 8 comments 9 points Most recent by Coach Kristina November 2024Feature Requests
• 
  Merged: Quick Transaction Add Option

  Closed Jim Nissen 1 view 0 comments 1 point Started by Jim Nissen November 2024 Feature Requests
• 
  PenFed balances double counting pending transactions (edited)

  Closed RobWilk 61 views 2 comments 1 point Most recent by RobWilk November 2024Adding and Updating Accounts