Transactions

Discussion List

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  4
  Ability to mark just one side of a Transfer to Ignore from Spending Plan (edited)

  Completed Closed RobWilk 627 views 19 comments 4 points Most recent by RobWilk June 2023Feature Requests
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  Deleting old transaction?

  Answered ✓ Closed DavidB 1.2K views 4 comments 0 points Most recent by DavidB June 2023Getting Started
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  What is Category [N/A]?

  Flopbot 564 views 22 comments 0 points Most recent by Flopbot June 2023Troubleshooting
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  Accidentally changed Category for all transactions for a Payee

  Answered ✓ Closed SueH 200 views 2 comments 0 points Most recent by SueH June 2023Troubleshooting
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  Missing Wells Fargo Credit Card Transactions (edited)

  Closed ajbopp 162 views 3 comments 0 points Most recent by Coach Natalie June 2023Adding and Updating Accounts
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  8

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  Show "Transfers" or Linked Transactions right next to each other in the Transactions List

  Active System 54 views 6 comments 8 points Most recent by Norm6257 June 2023Feature Requests
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  Duplicate Pending Transactions (edited)

  Closed Diver4242 76 views 1 comment 0 points Most recent by Coach Natalie June 2023Report a Bug
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  Discover Credit card account transactions not downloading (edited)

  Closed a7790 139 views 1 comment 0 points Most recent by Coach Natalie June 2023Adding and Updating Accounts
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  Can't See Create Button

  Closed msr13029 164 views 6 comments 1 point Most recent by msr13029 June 2023Troubleshooting
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  USAA not showing pending transactions

  Answered ✓ Closed SanMarzano 313 views 1 comment 0 points Most recent by Coach Natalie June 2023Adding and Updating Accounts
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  Balance with pending is inaccurate (edited)

  Closed CamperWill 76 views 1 comment 0 points Most recent by Coach Natalie June 2023Adding and Updating Accounts
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  Feedback On Entering Transactions w/ Mobile App (Post 4.0.0)

  Closed Flopbot 74 views 0 comments 1 point Started by Flopbot June 2023 Feedback
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  Edit transaction window does not display correctly

  Closed BK18 185 views 2 comments 1 point Most recent by BK18 May 2023Report a Bug
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  1

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  Ability to select a Category with the Tab key (edited)

  Active FinTechMan 56 views 2 comments 1 point Most recent by RobWilk May 2023Feature Requests
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  Linking to a reoccurring bill on the split screen exists form with out saving other edits

  Closed FinTechMan 108 views 1 comment 0 points Most recent by Coach Natalie May 2023Managing Your Transactions
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  Tags not exporting on SPLIT transactions

  Closed MrGood 97 views 6 comments 0 points Most recent by Coach Natalie May 2023Report a Bug
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  Merged: Transaction Activity of Reports: Show the Split Amount for the Filter (edited)

  Carl274 71 views 0 comments 6 points Started by Carl274 May 2023 Feature Requests
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  1

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  Ability to use the Escape key to exit Category selection instead of entire screen (edited)

  Active FinTechMan 42 views 0 comments 1 point Started by FinTechMan May 2023 Feature Requests
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  2

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  Add a 'Split' option to the Category dropdown menu (edited)

  Active FinTechMan 61 views 0 comments 2 points Started by FinTechMan May 2023 Feature Requests
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  1

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  Ability to have income transactions using an Expense Category show up in Income Report (edited)

  Active Vulpes 68 views 0 comments 1 point Started by Vulpes May 2023 Feature Requests
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  How to Track Transfers to Broker (edited)

  Answered ✓ Closed WillyDK 151 views 2 comments 0 points Most recent by WillyDK May 2023Managing Your Transactions
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  Digital Entertainment Credit

  Answered ✓ Closed SanMarzano 52 views 2 comments 0 points Most recent by SanMarzano May 2023Bills and Income
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  Recategorize quickly without opening a transaction

  Closed Derek&Kelly 54 views 1 comment 0 points Most recent by Coach Natalie May 2023Managing Your Transactions
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  Merged: Split transactions to only account for a % in Spending Plan and Reports

  Yash 1 view 0 comments 1 point Started by Yash May 2023 Feature Requests
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  Inconsistent Formatting when Downloading to .csv

  Closed ajbopp 31 views 1 comment 0 points Most recent by Coach Natalie May 2023Report a Bug
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  How do you manually add transactions

  Answered ✓ Closed Blue Velvet 75 views 1 comment 0 points Most recent by DannyB May 2023Managing Your Transactions
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  Unable to Unlink Mislinked Transactions in Mobile App (edited)

  Closed Taraleis 199 views 3 comments 0 points Most recent by Coach Natalie May 2023Report a Bug
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  Problem with splitting transactions in new mobile app 4.0.0 (edited)

  Closed bcrossman 253 views 8 comments 0 points Most recent by Coach Natalie May 2023Report a Bug
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  Discover Credit Card Transactions Only Update Once per Month After Statement Closing

  Answered ✓ Closed connormbush 369 views 2 comments 1 point Most recent by connormbush May 2023Adding and Updating Accounts