Transactions

Discussion List

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  Auto balance for splits/Credits split

  Closed mograce 11 views 2 comments 0 points Most recent by Coach Natalie February 2025Managing Your Transactions
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  Transactions showing don't match my bank balance.

  Answered ✓ Closed dave32831954 133 views 1 comment 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
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  Merged: Bill reminder is not showing except in the series

  Closed Engaiging 21 views 0 comments 0 points Most recent by Engaiging February 2025Report a Bug
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  Can’t upload documents to transactions in mobile app

  Closed Jlexky 22 views 2 comments 0 points Most recent by Jlexky February 2025Managing Your Transactions
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  Bills & Income - Potential Bug Found

  Closed TheReal702 23 views 1 comment 1 point Most recent by Coach Jon February 2025Report a Bug
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  Capital one transactions importing with last four digits of credit card in the payee name

  Closed leothemack 73 views 8 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
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  7
  Ability to hide excluded transactions from Transaction Activity areas of the Spending Plan (edited)

  Completed Closed ds824 311 views 7 comments 7 points Most recent by Coach Natalie February 2025Feature Requests
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  Merged: See transactions being impacted when bulk applying a new rule

  Closed leothemack 1 view 0 comments 1 point Most recent by leothemack February 2025Feature Requests
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  how to save a filter (edited)

  Closed trtrlik 53 views 4 comments 0 points Most recent by DannyB February 2025Managing Your Transactions
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  PayPal Credit Transactions Why Everything showing as income

  Closed KJJ 61 views 2 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
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  Accounting for HSA Deposits

  Closed ericksonjb 52 views 2 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
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  Linking Transactions to Bill Reminders

  Closed TheReal702 304 views 17 comments 1 point Most recent by TheReal702 February 2025Troubleshooting
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  Wells Fargo transactions missing

  Closed fcb 162 views 9 comments 0 points Most recent by fcb February 2025Managing Your Transactions
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  3

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  Ability to sort transactions by multiple criteria/levels (edited)

  Active mmmartian 13 views 1 comment 3 points Most recent by mmmartian February 2025Feature Requests
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  2

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  Group transactions by date instead of listing the date with each transaction (edited)

  Active Flyfisher 21 views 1 comment 2 points Most recent by mmmartian February 2025Feature Requests
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  Aramark/random transactions not appearing

  Closed skinnybuddha 1 view 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts
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  Simplifi access after account expiration

  Answered ✓ Closed Phlach 195 views 3 comments 0 points Most recent by Coach Kristina February 2025Managing Your Transactions
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  5

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  "Report" Date for Transactions (Accrual Based Accounting)

  Active gwonky 31 views 0 comments 5 points Most recent by gwonky February 2025Feature Requests
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  Cannot create reminder if “do not show again” selected on reminder notice on mobile (edited)

  Closed Engaiging 61 views 6 comments 0 points Most recent by Coach Natalie January 2025Report a Bug
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  4

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  Ability to mark transactions as one-time subscriptions (edited)

  Active RobWilk 22 views 1 comment 4 points Most recent by shamil January 2025Feature Requests
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  Merged: Refund Tracker, Unable to edit transaction after marked as received

  Closed TiggerTrainer 21 views 0 comments 0 points Most recent by Flopbot January 2025Feedback
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  Chase checking account pending balances are multiplied by -1

  Closed tylermdunn 33 views 6 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
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  4

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  Link to existing recurring: Refine the Recurring Series list to relevant options only (edited)

  Active EL1234 11 views 0 comments 4 points Most recent by EL1234 January 2025Feature Requests
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  Extraneous "check numbers" in Citi checking transactions

  Closed ejs 22 views 4 comments 0 points Most recent by ejs January 2025Adding and Updating Accounts
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  Manual transaction date

  Closed ejs 12 views 2 comments 0 points Most recent by ejs January 2025Troubleshooting
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  5

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  Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

  Active tcr000 65 views 6 comments 5 points Most recent by Mysho2 January 2025Feature Requests
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  2 different credit cards pulling in same numbers (quicken simplifi) - Discover

  Closed b16707 82 views 6 comments 0 points Most recent by Coach Jon January 2025Report a Bug
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  Transaction disappears after linking to reminder

  Closed System 124 views 11 comments 0 points Most recent by Coach Natalie January 2025Report a Bug
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  Wells Fargo recognizes direct deposits 2 banking days earlier than the posting of them

  Closed mllcpa 448 views 9 comments 1 point Most recent by Coach Jon January 2025Adding and Updating Accounts