Transactions

Discussion List

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  Reclassifying a deposited check from another account

  Answered ✓ Closed Tad1966 12 views 1 comment 0 points Most recent by SRC54 May 2025Managing Your Transactions
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  Unable to remove Credit Memo

  Closed Flopbot 41 views 5 comments 0 points Most recent by Coach Jon May 2025General Troubleshooting
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  Merged: Target Red Card transactions are missing

  Closed Alphabet 51 views 0 comments 0 points Most recent by Coach Kristina May 2025Adding and Updating Accounts
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  Missing Transactions for Space Coast Credit Union

  Closed Travis B. 33 views 6 comments 0 points Most recent by Travis B. April 2025Adding and Updating Accounts
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  Merged: Ability to attach PDF’s as attachments/receipts

  Closed kevinbcole 1 view 0 comments 1 point Most recent by RobWilk April 2025Feature Requests
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  New Credit Card was stolen (edited)

  Closed futurepotato 148 views 4 comments 0 points Most recent by SRC54 April 2025Adding and Updating Accounts
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  Ability to invert amounts in a specific account

  Closed BYH 12 views 1 comment 1 point Most recent by Coach Jon April 2025Managing Your Transactions
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  Not recognizing Venmo transactions

  Closed Meileigh2021 11 views 2 comments 0 points Most recent by Mayra April 2025Using Reports
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  Transaction disappears after it's entered

  Closed RossB 11 views 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting
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  Imports aren't working - has this been resolved?

  Closed lmwst36 11 views 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting
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  Simplifi program counts 401k and other paycheck deductions as expenses (edited)

  Closed chicago89 163 views 3 comments 0 points Most recent by Coach Kristina April 2025Managing Your Transactions
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  Highlight Issue with Payee field in Investment Transaction Detail window (edited)

  Closed neon45 250 views 34 comments 0 points Most recent by Coach Kristina April 2025Investments
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  12
  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Completed Closed UrsulaA 51 views 3 comments 12 points Most recent by UrsulaA April 2025Feature Requests
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  How do I link a transaction to a manual liability - Second try

  Closed vhrcats 44 views 2 comments 0 points Most recent by vhrcats April 2025Adding and Updating Accounts
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  Mortgage accounts

  Answered ✓ Closed Mankow 194 views 2 comments 0 points Most recent by Mankow April 2025Feedback
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  Mismatched Downloaded Transactions

  Closed SRC54 21 views 3 comments 0 points Most recent by SRC54 April 2025Feedback
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  BOA importing transactions multiple times

  Closed Rambler Man 1974 21 views 3 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  How do I categorize a positive transfer as income?

  Answered ✓ Closed willip 22 views 2 comments 0 points Most recent by Coach Natalie April 2025Managing Your Transactions
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  Merged: Ability to restore deleted transactions

  Closed Dudley C Rose 11 views 0 comments 2 points Most recent by Coach Kristina April 2025Feature Requests
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  Charles Schwab downloaded creating many $0 transactions

  Closed PhilS 454 views 15 comments 0 points Most recent by flintster_99 April 2025Adding and Updating Accounts
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  Manage bills/deposits

  Closed golf 11 views 2 comments 0 points Most recent by Coach Natalie April 2025Troubleshooting
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  Manually post payment to credit card

  Answered ✓ Closed EllieBean 74 views 1 comment 0 points Most recent by Coach Natalie April 2025Managing Your Transactions
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  4

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

  Closed Jozsef52 23 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Direct Deposits stopped populating as transactions in my [checking account]

  Closed stungbybees 22 views 3 comments 0 points Most recent by Coach Jon April 2025Troubleshooting
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  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
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  How should I track payables/reimbursements?

  Answered ✓ Closed jemenake 64 views 2 comments 0 points Most recent by jemenake April 2025Getting Started
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  6

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  Templates for Transactions

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