Transactions

Discussion List

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  Prescheduled, one-time Transfers (e.g. Credit Card Payments)

  Closed MichaelW 62 views 3 comments 0 points Most recent by Coach Natalie July 2023Feedback
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  Add a "Subcategory" Column in the Transaction Activity section (edited)

  Active jkhy 43 views 1 comment 0 points Most recent by Coach Natalie July 2023Feature Requests
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  (Once again...) How do I account for a partial transaction coming from a Savings Goal?

  Answered ✓ Closed myllanac 77 views 3 comments 0 points Most recent by Coach Natalie July 2023Using Savings Goals
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  Ability to track IOU's from friends in accounts like Venmo/CashApp (1 Merged Vote)

  Active amidzicigor 644 views 4 comments 11 points Most recent by JJo July 2023Feature Requests
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  Cannot edit transaction grayed out and "excluded from reports" to "included"

  Closed JacekP 92 views 1 comment 0 points Most recent by Coach Natalie July 2023Managing Your Transactions
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  Credit Card transactions have reversed positive/negative for MIDFLORIDA CU (edited)

  Closed A.J. 291 views 7 comments 0 points Most recent by A.J. July 2023Adding and Updating Accounts
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  How can I get Quicken to stop auto-categorizing transactions?

  Answered ✓ Closed JesiO 178 views 3 comments 0 points Most recent by DannyB July 2023Feedback
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 42 views 1 comment 1 point Most recent by DannyB July 2023Feature Requests
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  who performs payee unscrambling -- bank or Simplifi?

  Answered ✓ Closed noone 91 views 10 comments 0 points Most recent by RobWilk July 2023Troubleshooting
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  Ability to create transfers to/from internal Simplifi accounts (edited)

  Already Offered Closed avihawver 106 views 1 comment 1 point Most recent by Coach Natalie July 2023Feature Requests
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  Merged: Mobile App Camera Issue

  NathanM 11 views 0 comments 0 points Started by NathanM July 2023 Report a Bug
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  Online Banking: PayPal Mastercard: Some charges not downloading

  Closed RobWilk 31 views 2 comments 0 points Most recent by RobWilk July 2023Adding and Updating Accounts
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  Export a single month of transactions but only category totals

  Active rickhon 56 views 1 comment 0 points Most recent by Coach Natalie July 2023Feature Requests
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  Duplicate Transactions?

  Closed Diver4242 294 views 7 comments 0 points Most recent by Diver4242 June 2023Troubleshooting
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  Missing a range of credit card transactions (edited)

  Answered ✓ Closed Lauren M 341 views 1 comment 0 points Most recent by Coach Natalie June 2023Adding and Updating Accounts
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  Upcoming Income Transactions Marked as Received

  Closed trenzik 63 views 2 comments 0 points Most recent by Coach Natalie June 2023Using the Spending Plan
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  credit card payments appear as uncategorized

  Closed Jeannette 73 views 1 comment 1 point Most recent by Coach Natalie June 2023Troubleshooting
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  Pending transactions duplicated if I moved them

  Closed ecoffey23 42 views 1 comment 0 points Most recent by Coach Natalie June 2023Report a Bug
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  Why does this transfer to a brokerage account show up twice?

  Answered ✓ Closed DavidB 138 views 4 comments 0 points Most recent by Coach Natalie June 2023Troubleshooting
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  How do I see new (unreviewed) transactions

  Answered ✓ Closed DavidB 141 views 3 comments 0 points Most recent by DavidB June 2023Managing Your Transactions
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  Pending transaction also shows up in cleared

  Answered ✓ Closed nicko 229 views 2 comments 2 points Most recent by pkp June 2023Troubleshooting
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  Ability to exclude Loan Account Transactions from Reports, or allow them to be edited (edited)

  Completed Closed aaron 51 views 3 comments 4 points Most recent by Coach Natalie June 2023Feature Requests
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  PayPal Mastercard: Transactions cleared when matched instead of when cleared

  Closed RobWilk 134 views 14 comments 0 points Most recent by RobWilk June 2023Report a Bug
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  "Transfer to transfer to" on Android

  Closed RobWilk 171 views 18 comments 0 points Most recent by RobWilk June 2023Report a Bug
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  Unable to perform Linked Transfers to Loan Accounts on mobile (edited)

  Closed purdnost 182 views 5 comments 1 point Most recent by Coach Natalie June 2023Getting Started
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  Stop prompting me to change the category for all transactions (edited)

  Closed Jrob 76 views 1 comment 1 point Most recent by Coach Natalie June 2023Troubleshooting
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  Merged: One-side hidden transfers have broken Exclude flags on split transactions

  MrGood 11 views 0 comments 0 points Started by MrGood June 2023 Report a Bug
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  Paypal Cashback Mastercard: Payments downloaded as Charges

  Closed RobWilk 173 views 7 comments 0 points Most recent by RobWilk June 2023Adding and Updating Accounts
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  Mobile future linked transfer transaction editing issues (edited)

  Closed RobWilk 94 views 3 comments 0 points Most recent by RobWilk June 2023Report a Bug