Transactions

Discussion List

• 
  Duplicate transactions in investment accounts

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

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

  Active perkin-warbeck 39 views 0 comments 6 points Started by perkin-warbeck September 2023 Feature Requests
• 
  How do I define the payee in the case of an income transaction?

  Answered ✓ Closed perkin-warbeck 121 views 3 comments 0 points Most recent by Coach Natalie September 2023Managing Your Transactions
• 
  Duplicate Transactions getting worse

  Closed nicko 145 views 1 comment 0 points Most recent by Coach Natalie September 2023Feedback
• 
  6
  Ignore Investment Transactions from the Spending Plan by default (edited)

  Completed Closed millsmn 245 views 14 comments 6 points Most recent by Coach Natalie September 2023Feature Requests
• 
  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
• 
  40
  Ability to Filter by Flag (edited)

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

  Closed bcrossman 755 views 31 comments 0 points Most recent by Coach Natalie August 2023Report a Bug
• 
  Check Number Column (edited)

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

  Answered ✓ Closed adpinc61 354 views 1 comment 0 points Most recent by Coach Natalie August 2023Adding and Updating Accounts
• 
  Merged: Make view selections sticky

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

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

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

  Answered ✓ Closed ender 740 views 2 comments 2 points Most recent by Coach Natalie August 2023Managing Your Transactions
• 
  Double-ended Upcoming Transactions Get Messy

  Closed BrashPenguin 53 views 2 comments 0 points Most recent by BrashPenguin August 2023Report a Bug
• 
  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
• 
  Capital One transactions are downloading with the posted date (edited)

  Closed dereckmezquita 281 views 5 comments 0 points Most recent by DannyB August 2023Adding and Updating Accounts
• 
  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
• 
  Track who owes me money; money loaned out

  Answered ✓ Closed dereckmezquita 422 views 2 comments 0 points Most recent by Flopbot August 2023Managing Your Transactions
• 
  How to categorize rent payments from my credit card? (edited)

  Answered ✓ Closed 47Minutes 427 views 13 comments 0 points Most recent by RobWilk August 2023Managing Your Transactions
• 
  4

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

  Active Scotty Mac 94 views 1 comment 4 points Most recent by pawebb August 2023Feature Requests
• 
  How to Include all 'zelle' transfers as part of my expense reports and spending?

  Answered ✓ Closed knockknock 607 views 4 comments 0 points Most recent by Biff August 2023Managing Your Transactions
• 
  Merged: Idea: Transaction view Cleared and Pending balance

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

  Closed Buchhalter 114 views 3 comments 0 points Most recent by Buchhalter August 2023Managing Your Transactions
• 
  Recurring transactions not posting

  Answered ✓ Closed pawebb 358 views 5 comments 0 points Most recent by Coach Natalie August 2023Managing Your Transactions
• 
  5

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

  Active pawebb 57 views 0 comments 5 points Started by pawebb August 2023 Feature Requests
• 
  Advice on splitting paychecks between accounts?

  Answered ✓ Closed benk 111 views 3 comments 0 points Most recent by benk August 2023Getting Started
• 
  Randolph-Brooks Federal Credit Union (RBFCU) CC not syncing transactions (edited)

  Closed Keith LeBeau Jr 534 views 11 comments 0 points Most recent by Coach Natalie August 2023Adding and Updating Accounts