Transactions

Discussion List

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  Planned Spending budget including transactions not in the category when transaction is split

  Closed sgoldenb 101 views 1 comment 0 points Most recent by Coach Natalie August 2023Report a Bug
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  40
  Ability to Filter by Flag (edited)

  Completed Closed MrGood 632 views 19 comments 40 points Most recent by Perx August 2023Feature Requests
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  Assigning recurring income on mobile creates a duplicate transaction

  Closed bcrossman 754 views 31 comments 0 points Most recent by Coach Natalie August 2023Report a Bug
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  Check Number Column (edited)

  Closed Pai 60 views 3 comments 3 points Most recent by ajbopp August 2023Feedback
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  Will importing transactions from Mint cause duplicates? (edited)

  Answered ✓ Closed adpinc61 353 views 1 comment 0 points Most recent by Coach Natalie August 2023Adding and Updating Accounts
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  Merged: Make view selections sticky

  pawebb 1 view 0 comments 1 point Started by pawebb August 2023 Feature Requests
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  Reviewed Flag is Missing (edited)

  Answered ✓ Closed Larson 62 views 1 comment 0 points Most recent by Coach Natalie August 2023Troubleshooting
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  Transactions Fields Being Reset to Default

  Closed ajbopp 68 views 3 comments 0 points Most recent by Coach Natalie August 2023Report a Bug
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  How can I exclude an entire category from reports?

  Answered ✓ Closed ender 697 views 2 comments 2 points Most recent by Coach Natalie August 2023Managing Your Transactions
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  Double-ended Upcoming Transactions Get Messy

  Closed BrashPenguin 53 views 2 comments 0 points Most recent by BrashPenguin August 2023Report a Bug
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  Don't make "New Category Rule" the default when entering in a transaction

  Answered ✓ Closed blanktom 110 views 1 comment 1 point Most recent by RobWilk August 2023Managing Your Transactions
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  Capital One transactions are downloading with the posted date (edited)

  Closed dereckmezquita 277 views 5 comments 0 points Most recent by DannyB August 2023Adding and Updating Accounts
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  Account balance issue - Pending transactions not counted

  Closed pawebb 67 views 2 comments 0 points Most recent by Coach Natalie August 2023Adding and Updating Accounts
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  Track who owes me money; money loaned out

  Answered ✓ Closed dereckmezquita 392 views 2 comments 0 points Most recent by Flopbot August 2023Managing Your Transactions
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  How to categorize rent payments from my credit card? (edited)

  Answered ✓ Closed 47Minutes 421 views 13 comments 0 points Most recent by RobWilk August 2023Managing Your Transactions
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  4

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  Ability to set the default "Status" of a manual transaction to Pending instead of Cleared (edited)

  Active Scotty Mac 92 views 1 comment 4 points Most recent by pawebb August 2023Feature Requests
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  How to Include all 'zelle' transfers as part of my expense reports and spending?

  Answered ✓ Closed knockknock 598 views 4 comments 0 points Most recent by Biff August 2023Managing Your Transactions
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  Merged: Idea: Transaction view Cleared and Pending balance

  pawebb 11 views 0 comments 0 points Started by pawebb August 2023 Feature Requests
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  Long list of pending transactions which never clear

  Closed Buchhalter 113 views 3 comments 0 points Most recent by Buchhalter August 2023Managing Your Transactions
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  Recurring transactions not posting

  Answered ✓ Closed pawebb 341 views 5 comments 0 points Most recent by Coach Natalie August 2023Managing Your Transactions
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  5

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  Collapse all previous months by default when viewing transactions on the Web App (edited)

  Active pawebb 56 views 0 comments 5 points Started by pawebb August 2023 Feature Requests
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  Advice on splitting paychecks between accounts?

  Answered ✓ Closed benk 104 views 3 comments 0 points Most recent by benk August 2023Getting Started
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  Randolph-Brooks Federal Credit Union (RBFCU) CC not syncing transactions (edited)

  Closed Keith LeBeau Jr 527 views 11 comments 0 points Most recent by Coach Natalie August 2023Adding and Updating Accounts
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  Withdraws are downloading as deposits from my credit union (edited)

  Closed katheeVZ 54 views 2 comments 0 points Most recent by Coach Natalie August 2023Adding and Updating Accounts
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  Missing USAA/Amazon Transactions (edited)

  Closed myfriend 141 views 4 comments 0 points Most recent by Coach Natalie August 2023Adding and Updating Accounts
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  7

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  Pin "Uncategorized" to the top of Filters (edited)

  Active Flopbot 41 views 1 comment 7 points Most recent by Norm6257 July 2023Feature Requests
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  See transactions in Activity

  Closed GIJosh 33 views 1 comment 1 point Most recent by Coach Natalie July 2023Adding and Updating Accounts
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  1

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  Ability to group transactions in the Transaction Activity registers by day (edited)

  Active Iceman 24 views 0 comments 1 point Started by Iceman July 2023 Feature Requests