Transactions

Discussion List

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  Linking a transaction to a recurring reminder deletes the transaction

  Closed System 93 views 8 comments 0 points Most recent by Coach Kristina May 2025Report a Bug
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  Notes Field - Overflows Instead of Wraps

  Closed Flopbot 41 views 3 comments 2 points Most recent by Flopbot May 2025Report a Bug
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  Print checks & deposit slips

  Answered ✓ Closed KinvaP 69 views 1 comment 1 point Most recent by Coach Jon May 2025Quicken Business & Personal Feedback
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  Freedom Credit Union Transactions Don't Sync

  Closed vmorgs 64 views 7 comments 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Spending Plan Linking to Transaction Issues.

  Answered ✓ Closed RonH2K 62 views 3 comments 0 points Most recent by DannyB May 2025Using the Spending Plan
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  Knoxvilla TVA Emp CU - Payee is now "Electronic Transaction" for debit card transactions (edited)

  prestonjr23 91 views 9 comments 0 points Most recent by prestonjr23 May 2025Adding and Updating Accounts
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  Reclassifying a deposited check from another account

  Answered ✓ Closed Tad1966 22 views 1 comment 0 points Most recent by SRC54 May 2025Managing Your Transactions
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  Unable to remove Credit Memo

  Closed Flopbot 46 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. 73 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 260 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 21 views 1 comment 1 point Most recent by Coach Jon April 2025Managing Your Transactions
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  Not recognizing Venmo transactions

  Closed Meileigh2021 17 views 2 comments 0 points Most recent by Mayra April 2025Using Reports
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  Transaction disappears after it's entered

  Closed RossB 13 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 12 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 223 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 333 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 56 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 101 views 2 comments 0 points Most recent by vhrcats April 2025Adding and Updating Accounts
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  Mortgage accounts

  Answered ✓ Closed Mankow 251 views 2 comments 0 points Most recent by Mankow April 2025Feedback
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  Mismatched Downloaded Transactions

  Closed SRC54 22 views 3 comments 0 points Most recent by SRC54 April 2025Feedback
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  BOA importing transactions multiple times

  Closed Rambler Man 1974 22 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 23 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 584 views 15 comments 0 points Most recent by flintster_99 April 2025Adding and Updating Accounts
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  Manage bills/deposits

  Closed golf 22 views 2 comments 0 points Most recent by Coach Natalie April 2025Troubleshooting