Transactions

Discussion List

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  5
  Add a Receipt Icon/Paperclip to Transaction Lists on the Mobile App (edited)

  Completed Closed Flopbot 184 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 37 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 228 views 1 comment 1 point Most recent by Coach Jon May 2025Feedback
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  ONGOING 5/29/25: 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 255 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 37 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 36 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 70 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 47 views 2 comments 5 points Most recent by Mantania May 2025Feature Requests
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  DCU - Not downloading data

  Closed warbar60 56 views 2 comments 0 points Most recent by warbar60 May 2025Adding and Updating Accounts
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  Removed Flags Reappearing

  Closed myfriend 154 views 14 comments 1 point Most recent by Coach Natalie May 2025Report a Bug
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  Web and App version not syncing properly

  Closed lisadenver 89 views 1 comment 0 points Most recent by Coach Natalie May 2025Troubleshooting
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  Merged: Better Settings Memory- Save managed columns

  Closed IWR1 1 view 0 comments 1 point Most recent by IWR1 May 2025Feature Requests
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  Is the new interface still chopping off transactions in the register? (edited)

  Answered ✓ Closed cgoneal 36 views 1 comment 0 points Most recent by Coach Natalie May 2025Managing Your Transactions
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  Deleting a future-dated transaction doesn't update the Projected Cash Flow graph (edited)

  Closed RobWilk 81 views 8 comments 0 points Most recent by Coach Jon May 2025Report a Bug
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  Crash: Mystery Transaction appears in Spending Report, if I click it: "oops something went wrong"

  Closed RobWilk 193 views 15 comments 0 points Most recent by Coach Jon May 2025Report a Bug
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  Category and Client cancel each other.

  Closed MrKing 176 views 5 comments 0 points Most recent by sphealing May 2025Report a Bug for Quicken Business & Personal
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  7

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  Allow Bulk Editing of Category & Tags for Split Transactions (edited)

  Active DannyM 147 views 3 comments 7 points Most recent by sphealing May 2025Feature Requests
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  Transfers from my Checking account to my IRA are not appearing as linked transfers.

  Closed jsmith1234 110 views 8 comments 0 points Most recent by DryHeat May 2025Using Transfers
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  Can we please have an actual register with look ahead as we do in classic please

  Closed hsk 33 views 2 comments 2 points Most recent by Coach Kristina May 2025Feedback
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  Incorrect bank balance/transaction sync completely screws up projected cash flow (edited)

  Closed everydave 64 views 5 comments 1 point Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Merged: Bug: New Register in Early Access - Row Height

  Closed RobWilk 1 view 0 comments 1 point Most recent by RobWilk May 2025Early Access User Feedback
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  Merged: Input fields got really narrow in last two days

  Closed Sabrina Blue 21 views 0 comments 0 points Most recent by SRC54 May 2025Report a Bug
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  Charles Schwab Duplicate Transactions

  Closed System 300 views 36 comments 0 points Most recent by neon45 May 2025Adding and Updating Accounts
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  First US Bank shows $0 pending when there are pending

  Closed System 21 views 3 comments 0 points Most recent by SRC54 May 2025Adding and Updating Accounts
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  Attachment filename can mess up the Transaction Detail window

  Closed ajbopp 43 views 2 comments 2 points Most recent by Coach Jon May 2025Report a Bug
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  Transactions not being recognized in Planned Spending (edited)

  Answered ✓ Closed kash80 43 views 3 comments 0 points Most recent by Coach Jon May 2025Using the Spending Plan