Transactions

Discussion List

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  Edit layout of Transactions page

  Closed mapmaker777 12 views 1 comment 0 points Most recent by Coach Kristina March 2025Feedback
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  Can manually added accounts be made so all transactions are auto?

  Answered ✓ Closed kampdog 31 views 1 comment 0 points Most recent by Coach Kristina March 2025Adding and Updating Accounts
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  Will Quicken Simplifi be adding the ability to copy & paste a complicated split transaction?

  Closed D.S. 91 views 2 comments 0 points Most recent by Coach Jon March 2025Managing Your Transactions
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  Citibank Shop your Way Card Transaction Duplicates (edited)

  Closed nrp06 83 views 6 comments 0 points Most recent by nrp06 March 2025Adding and Updating Accounts
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  Transaction Payee shows up as 'Mobile'

  Closed trezbo 41 views 3 comments 0 points Most recent by Coach Jon March 2025Adding and Updating Accounts
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  Merged: "Ctrl+A" followed by a "Backspace" does not delete all text in the Sear…

  Closed torrents.stride 1 view 0 comments 1 point Most recent by torrents.stride March 2025Feature Requests
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  Remember UI configuration

  Closed noone 21 views 1 comment 4 points Most recent by Coach Natalie March 2025Feedback
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  Simplifi incorrectly auto-naming and auto-categorizing and hasn't learned from corrections

  Closed Vivek 91 views 1 comment 0 points Most recent by Coach Kristina March 2025Troubleshooting
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  Merged: Add a button to quickly view transaction register filtered by Reviewed [Edited]

  Closed rlorcro 11 views 0 comments 1 point Most recent by Coach Kristina March 2025Feature Requests
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  Merged: Ability to save the selection of columns within transaction window

  Closed USAviator 11 views 0 comments 1 point Most recent by DryHeat March 2025Feature Requests
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  Merged: Ability to set transaction rules within individual accounts

  Closed USAviator 1 view 0 comments 1 point Most recent by USAviator March 2025Feature Requests
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  Missing transactions

  Closed todd.r.king61 331 views 16 comments 0 points Most recent by DryHeat March 2025Report a Bug
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  Deleting a completed/linked tracked refund deletes the transaction

  Closed simplif 44 views 5 comments 0 points Most recent by Coach Jon March 2025Report a Bug
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  Missing Transactions (monthly re-occurrence)

  Closed BlueGrits 32 views 3 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts
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  QBP - How best to track Personal payment to cover Business transactions?

  Closed Flopbot 111 views 4 comments 0 points Most recent by Coach Kristina March 2025General Troubleshooting
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  Split transactions changing dates

  Closed asm 31 views 1 comment 0 points Most recent by Flopbot March 2025Managing Your Transactions
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  my name is Grace, I'm new (edited)

  Closed ngoducke1621 71 views 4 comments 1 point Most recent by Coach Kristina March 2025Introduce yourself!
• 
  When typing into the transactions search field, field blurs (unfocuses) as soon as results are found

  Closed jfrizz 2 views 1 comment 0 points Most recent by RobWilk March 2025Report a Bug
• 
  Do we have the ability to remove an account without removing the past transactions?

  Answered ✓ Closed Springzy 222 views 6 comments 0 points Most recent by Springzy March 2025Adding and Updating Accounts
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  4

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  Add Debit / Credit columns (edited)

  Active ccrandall1979 31 views 1 comment 4 points Most recent by Coach Natalie March 2025Feature Requests
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  Is there the ability to search by transaction name only?

  Closed RobWilk 61 views 3 comments 0 points Most recent by RobWilk March 2025Managing Your Transactions
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  MassMutual Federal Credit Union - Credit Card unable to download

  Closed Paul38150 51 views 4 comments 0 points Most recent by Coach Natalie March 2025Managing Your Transactions
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  Mark multiple transactions as reviewed on mobile app?

  Closed seucardsfan 21 views 1 comment 0 points Most recent by Coach Kristina March 2025Managing Your Transactions
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  Linking a transaction to a recurring payment deletes it

  Closed Emacken 53 views 3 comments 0 points Most recent by Coach Jon March 2025Report a Bug
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  Unable to delete future-dated imported transactions (edited)

  Closed EdCallahan 182 views 8 comments 0 points Most recent by Coach Natalie March 2025Troubleshooting
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  10

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  Change "Pending" column to an Icon instead of a Word (edited)

  Active Flopbot 121 views 9 comments 10 points Most recent by SRC54 March 2025Feature Requests
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  Transactions not being properly downloaded + pending balance inconsistent (edited)

  Closed ender 272 views 5 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts
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  How do I clear an old pending transaction?

  Answered ✓ Closed ender 102 views 2 comments 0 points Most recent by ender March 2025Troubleshooting
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  2

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  Mobile App: Switch order of 'Check #' and 'Attach a file' fields (edited)

  Active Flopbot 2 views 0 comments 2 points Most recent by Flopbot March 2025Feature Requests