Transactions

Discussion List

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  1
  Mobile App - More Legible “Delete Transaction” Button

  Completed Closed purdnost 31 views 1 comment 1 point Most recent by Coach Natalie October 2023Feature Requests
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  Splitting a transaction has annoying behavior

  Closed bdougherty 252 views 10 comments 0 points Most recent by Coach Natalie October 2023Report a Bug
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  Capital One CC Amounts - before 7/4/2023 - are Positive: green with + sign

  Closed PaulBTerry 150 views 10 comments 0 points Most recent by Coach Natalie October 2023Adding and Updating Accounts
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  What is the best way to track cash back?

  Answered ✓ Closed swiederin 653 views 4 comments 0 points Most recent by RobWilk October 2023Managing Your Transactions
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  9

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  End of year archive/processing (edited)

  Active rickthau 94 views 5 comments 9 points Most recent by IndyMx5 October 2023Feature Requests
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  Categorization of Credit Card Spend and CC Payment

  Answered ✓ Closed morgers 737 views 4 comments 0 points Most recent by Flopbot October 2023Managing Your Transactions
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  Future cashflow and transactions not syncing

  Closed cnjpepper 42 views 2 comments 0 points Most recent by RobWilk October 2023Feedback
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  Sale of Vehicle?

  Answered ✓ Closed Diver4242 86 views 2 comments 0 points Most recent by Diver4242 October 2023Managing Your Transactions
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  Entering Categories on mobile app is frustrating. (edited)

  Closed Flopbot 105 views 9 comments 5 points Most recent by Coach Natalie October 2023Report a Bug
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  Issues in the "Upcoming" Widget Reminders

  Closed mjn1979 61 views 2 comments 0 points Most recent by Coach Natalie October 2023Report a Bug
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  Will pending transactions disappear if not posted?

  Answered ✓ Closed thaJack 64 views 1 comment 0 points Most recent by RobWilk October 2023Managing Your Transactions
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  Account added but transactions not showing

  Closed moneyhound 212 views 1 comment 0 points Most recent by RobWilk October 2023Adding and Updating Accounts
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  Merged: Transaction Register

  Steve A 11 views 0 comments -1 point Started by Steve A September 2023 Feature Requests
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  Automatically link credit card payments

  Closed thaJack 125 views 3 comments 0 points Most recent by SRC54 September 2023Managing Your Transactions
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  Recent Transactions and long payee names

  Closed RobWilk 66 views 3 comments 0 points Most recent by Coach Natalie September 2023Report a Bug
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  Duplicate transactions frequently on Alliant credit card

  Closed Justin 94 views 1 comment 0 points Most recent by Coach Natalie September 2023Adding and Updating Accounts
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  Add Transation button and widget android

  Answered ✓ Closed fretnutt 54 views 1 comment 0 points Most recent by Coach Natalie September 2023Feedback
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  Accounts excluded from Spending Plan having transactions showing up in Spending plan

  Closed papermuffins 46 views 1 comment 0 points Most recent by RobWilk September 2023Feedback
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  Unlink mis-linked transfers

  Answered ✓ Closed nicko 239 views 9 comments 0 points Most recent by Coach Natalie September 2023Troubleshooting
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  12

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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 241 views 11 comments 12 points Most recent by DJames September 2023Feature Requests
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  Can pending transaction categories not be changed?

  Answered ✓ Closed pawebb 97 views 1 comment 0 points Most recent by SRC54 September 2023Categories and Tags
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  How does transaction matching actually work?

  Answered ✓ Closed Matt Y 89 views 3 comments 0 points Most recent by Coach Natalie September 2023Managing Your Transactions
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  Duplicate transactions in investment accounts

  Closed DannyB 236 views 17 comments 1 point Most recent by Coach Natalie September 2023Report a Bug
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  6

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  Rename the "Payee" field to "Payee/Payor" (edited)

  Active perkin-warbeck 36 views 0 comments 6 points Started by perkin-warbeck September 2023 Feature Requests
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  How do I define the payee in the case of an income transaction?

  Answered ✓ Closed perkin-warbeck 118 views 3 comments 0 points Most recent by Coach Natalie September 2023Managing Your Transactions
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  Duplicate Transactions getting worse

  Closed nicko 138 views 1 comment 0 points Most recent by Coach Natalie September 2023Feedback
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  6
  Ignore Investment Transactions from the Spending Plan by default (edited)

  Completed Closed millsmn 240 views 14 comments 6 points Most recent by Coach Natalie September 2023Feature Requests