Transactions

Discussion List

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  Amazon refunds are being treated as credit card payments (edited)

  Closed cloudquick 1.4K views 28 comments 2 points Most recent by cloudquick June 2025General Troubleshooting
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  How to unapply a recurring payment from the wrong transaction to correct cash flow? (edited)

  Closed cloudquick 121 views 13 comments 0 points Most recent by DryHeat June 2025General Troubleshooting
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  Mortgage Payment Splits

  Closed tvanto 271 views 9 comments 0 points Most recent by SRC54 June 2025Troubleshooting
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  Payee names are STILL truncated or incorrect

  Closed SeattleGuy 353 views 9 comments 1 point Most recent by SeattleGuy June 2025Report a Bug
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  Missing transactions and a frustrating Help Center interaction

  Closed pst 462 views 6 comments 1 point Most recent by Coach Jon June 2025Troubleshooting
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  Transaction missing from one day to the next (after linking to series)?

  Closed budgetj75 397 views 33 comments 0 points Most recent by Coach Natalie June 2025Report a Bug
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  Cannot split an income into different categories

  Closed Jake B 81 views 5 comments 0 points Most recent by EL1234 June 2025Managing Your Transactions
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  Firestone CFNA Credit Card: Reverse Register (edited)

  Closed EricG301 768 views 28 comments 0 points Most recent by EricG301 June 2025Adding and Updating Accounts
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  Moving from Quicken Classic to Simplifi

  Closed Dick_Davis 631 views 3 comments 0 points Most recent by Coach Jon June 2025Getting Started
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  Missing Transactions - Alliant Credit Union

  Closed Z3r0XG 52 views 1 comment 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  4

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  Make it more obvious when filters are applied to the register (edited)

  Active BigEquator 32 views 2 comments 4 points Most recent by Coach Kristina May 2025Feature Requests
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  5
  Add a Receipt Icon/Paperclip to Transaction Lists on the Mobile App (edited)

  Completed Closed Flopbot 213 views 5 comments 5 points Most recent by Flopbot May 2025Feature Requests
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  8

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  Add an icon to accounts in the Accounts List that have newly downloaded transactions (edited)

  Active jjdavis84 61 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 252 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 1.5K 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 292 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 64 views 1 comment 0 points Most recent by Flopbot May 2025Getting Started
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  Lost Transactions for NFCU

  Closed Dognose 52 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 42 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 73 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 72 views 2 comments 5 points Most recent by Mantania May 2025Feature Requests
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  DCU - Not downloading data

  Closed warbar60 61 views 2 comments 0 points Most recent by warbar60 May 2025Adding and Updating Accounts
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  Removed Flags Reappearing

  Closed myfriend 201 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 101 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 31 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 102 views 8 comments 0 points Most recent by Coach Jon May 2025Report a Bug