Transactions

Discussion List

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  Automatic Category Assignment

  Closed RobertoT 32 views 3 comments 0 points Most recent by SRC54 February 2025Managing Your Transactions
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  Link multiple refunds to one return OR Create multiple refunds from one transaction

  Closed bbb123 48 views 2 comments 0 points Most recent by Coach Jon February 2025Feedback
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  Duplicate Pending Transactions...

  Closed nicko 61 views 3 comments 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
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  Marking a Transaction with a Future Date Made it Disappear

  Closed perezmp98 225 views 14 comments 1 point Most recent by Coach Jon February 2025Report a Bug
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  Mismatches, unlink could work better

  Closed RobWilk 12 views 1 comment 0 points Most recent by Coach Jon February 2025Feedback
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  Auto balance for splits/Credits split

  Closed mograce 12 views 2 comments 0 points Most recent by Coach Natalie February 2025Managing Your Transactions
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  Transactions showing don't match my bank balance.

  Answered ✓ Closed dave32831954 186 views 1 comment 0 points Most recent by SRC54 February 2025Adding and Updating Accounts
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  Merged: Bill reminder is not showing except in the series

  Closed Engaiging 21 views 0 comments 0 points Most recent by Engaiging February 2025Report a Bug
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  Can’t upload documents to transactions in mobile app

  Closed Jlexky 36 views 2 comments 0 points Most recent by Jlexky February 2025Managing Your Transactions
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  Bills & Income - Potential Bug Found

  Closed TheReal702 25 views 1 comment 1 point Most recent by Coach Jon February 2025Report a Bug
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  Capital one transactions importing with last four digits of credit card in the payee name

  Closed leothemack 128 views 8 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
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  7
  Ability to hide excluded transactions from Transaction Activity areas of the Spending Plan (edited)

  Completed Closed ds824 350 views 7 comments 7 points Most recent by Coach Natalie February 2025Feature Requests
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  Merged: See transactions being impacted when bulk applying a new rule

  Closed leothemack 1 view 0 comments 1 point Most recent by leothemack February 2025Feature Requests
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  how to save a filter (edited)

  Closed trtrlik 69 views 4 comments 0 points Most recent by DannyB February 2025Managing Your Transactions
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  PayPal Credit Transactions Why Everything showing as income

  Closed KJJ 80 views 2 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
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  Accounting for HSA Deposits

  Closed ericksonjb 53 views 2 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
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  Linking Transactions to Bill Reminders

  Closed TheReal702 371 views 17 comments 1 point Most recent by TheReal702 February 2025Troubleshooting
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  Wells Fargo transactions missing

  Closed fcb 218 views 9 comments 0 points Most recent by fcb February 2025Managing Your Transactions
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  2

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  Group transactions by date instead of listing the date with each transaction (edited)

  Active Flyfisher 28 views 1 comment 2 points Most recent by mmmartian February 2025Feature Requests
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  Aramark/random transactions not appearing

  Closed skinnybuddha 4 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts
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  Simplifi access after account expiration

  Answered ✓ Closed Phlach 264 views 3 comments 0 points Most recent by Coach Kristina February 2025Managing Your Transactions
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  5

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  "Report" Date for Transactions (Accrual Based Accounting)

  Active gwonky 34 views 0 comments 5 points Most recent by gwonky February 2025Feature Requests
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  Cannot create reminder if “do not show again” selected on reminder notice on mobile (edited)

  Closed Engaiging 94 views 6 comments 0 points Most recent by Coach Natalie January 2025Report a Bug
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  4

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  Ability to mark transactions as one-time subscriptions (edited)

  Active RobWilk 36 views 1 comment 4 points Most recent by shamil January 2025Feature Requests
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  Merged: Refund Tracker, Unable to edit transaction after marked as received

  Closed TiggerTrainer 21 views 0 comments 0 points Most recent by Flopbot January 2025Feedback
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  Chase checking account pending balances are multiplied by -1

  Closed tylermdunn 69 views 6 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
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  4

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  Link to existing recurring: Refine the Recurring Series list to relevant options only (edited)

  Active EL1234 14 views 0 comments 4 points Most recent by EL1234 January 2025Feature Requests
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  Extraneous "check numbers" in Citi checking transactions

  Closed ejs 37 views 4 comments 0 points Most recent by ejs January 2025Adding and Updating Accounts