Transactions

Discussion List

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  Transactions getting associated with wrong recurring bill

  Closed cheapcontact 103 views 9 comments 0 points Most recent by Coach Natalie May 2024Report a Bug
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  How to categorize insurance claim payments?

  Answered ✓ Closed Peripety 110 views 2 comments 0 points Most recent by Peripety May 2024Using the Spending Plan
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  Force Category Memorization

  Answered ✓ Closed lkstaack 66 views 1 comment 0 points Most recent by UrsulaA May 2024Managing Your Transactions
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  Trying to export csv with hidden from reports marked

  Answered ✓ Closed jkidd22 21 views 2 comments 0 points Most recent by Coach Kristina May 2024Categories and Tags
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  Ability to link multiple bills to the same transaction [Edited]

  Active AP-10006 27 views 1 comment 2 points Most recent by Coach Kristina May 2024Feature Requests
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  Merged: Fidelity Visa pending transactions do not show

  markl22 11 views 0 comments 0 points Started by markl22 May 2024 Adding and Updating Accounts
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  Search Bar for transactions doesn't allow for spaces (edited)

  Closed SavingsWizard 121 views 12 comments 2 points Most recent by quick username May 2024Report a Bug
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  IOS account list on tx page

  Closed RobWilk 21 views 2 comments 0 points Most recent by RobWilk May 2024Report a Bug
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  what is the best way to set a goal for a credit card payment?

  Answered ✓ Closed Mechakoush 332 views 1 comment 0 points Most recent by DannyB May 2024Bills and Income
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  Split transaction problem

  Answered ✓ Closed Dawn322 32 views 1 comment 0 points Most recent by Coach Jon May 2024Managing Your Transactions
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  Option to Disable Prompt for New Category Rule

  Closed Ritland 52 views 3 comments 1 point Most recent by Coach Jon May 2024Managing Your Transactions
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  Savings vs. savings goals?

  Answered ✓ Closed Whitecap 251 views 2 comments 0 points Most recent by Whitecap May 2024Getting Started
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  Autopay from checking to credit card, why two credits and one debit?

  Closed Tom Gorrell 82 views 5 comments 0 points Most recent by DannyB May 2024Using Transfers
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  Selection by a date range

  Answered ✓ Closed chef 86 views 3 comments 0 points Most recent by N4KHQ May 2024Report a Bug
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  Changes to Pending transactions are lost after they clear

  Closed BankersHours 31 views 2 comments 0 points Most recent by Wedo778 May 2024Adding and Updating Accounts
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  Vent - time consuming over time

  Closed Mrsterry 127 views 2 comments 0 points Most recent by DannyB May 2024How do you Quicken Simplifi?
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  remove automatic exclusion

  Closed mk_ 36 views 3 comments 0 points Most recent by EL1234 May 2024Feature Requests
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  Issue with auto-categorization of Venmo account based off of name

  Closed ghin 96 views 3 comments 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
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  How to manage foreign currency accounts?

  Answered ✓ Closed Christaaay 433 views 3 comments 0 points Most recent by Coach Jon May 2024Troubleshooting
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  Uncheck "Apply/Set for Past/Existing Transactions" prompt by default [edited] (6 Merged Votes)

  Active timmyc123 427 views 19 comments 27 points Most recent by balenblanken May 2024Feature Requests
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  American Funds 401k missing Holdings (edited)

  Closed LyT 327 views 17 comments 0 points Most recent by Coach Natalie May 2024Investments
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  Chase and CITI Transactions are not downloading (edited)

  Closed Ruben 111 views 2 comments 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
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  Another Oddity with Wells Fargo Pending Transactions/Downloads

  Closed DannyB 194 views 2 comments 0 points Most recent by DannyB May 2024Adding and Updating Accounts
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  Conflict in updating transaction "Sorry, but we were unable to make your changes."

  Closed username3 289 views 5 comments 0 points Most recent by Coach Jon May 2024Report a Bug
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  Once a transaction is marked as "Reviewed", do not apply automatic changes (edited)

  Active timmyc123 91 views 6 comments 11 points Most recent by ejs May 2024Feature Requests
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  How to apply a payment to a loan

  Answered ✓ Closed LaurieS 744 views 3 comments 0 points Most recent by DannyB May 2024Adding and Updating Accounts
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  6
  Mobile App: Ability to create "Subscriptions" from existing transactions [edited] (1 Merged Vote)

  Completed Closed tapierce 124 views 10 comments 6 points Most recent by Coach Natalie May 2024Feature Requests
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  Link a reminder to a transaction in a manual account

  Answered ✓ Closed Ant-Money 53 views 2 comments 0 points Most recent by Ant-Money May 2024Managing Your Transactions
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  Sort "Accounts" in filter selection.

  Closed QuantumWest 51 views 2 comments 1 point Most recent by Coach Jon May 2024Report a Bug