Transactions

Discussion List

• 
  Imports aren't working - has this been resolved?

  Closed lmwst36 15 views 1 comment 0 points Most recent by Coach Kristina April 19Troubleshooting
• 
  Simplifi program counts 401k and other paycheck deductions as expenses (edited)

  Closed chicago89 29 views 3 comments 0 points Most recent by Coach Kristina April 19Managing Your Transactions
• 
  Highlight Issue with Payee field in Investment Transaction Detail window (edited)

  Closed neon45 169 views 34 comments 0 points Most recent by Coach Kristina April 19Investments
• 
  12
  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Completed UrsulaA 50 views 3 comments 12 points Most recent by UrsulaA April 18Feature Requests
• 
  3
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 121 views 14 comments 3 points Most recent by DryHeat April 18Feature Requests
• 
  How do I link a transaction to a manual liability - Second try

  Closed vhrcats 16 views 2 comments 0 points Most recent by vhrcats April 17Adding and Updating Accounts
• 
  Mortgage accounts

  Answered ✓ Closed Mankow 28 views 2 comments 0 points Most recent by Mankow April 16Feedback
• 
  Mismatched Downloaded Transactions

  Closed SRC54 20 views 3 comments 0 points Most recent by SRC54 April 15Feedback
• 
  BOA importing transactions multiple times

  Closed Rambler Man 1974 22 views 3 comments 0 points Most recent by Coach Jon April 14Adding and Updating Accounts
• 
  How do I categorize a positive transfer as income?

  Answered ✓ Closed willip 25 views 2 comments 0 points Most recent by Coach Natalie April 14Managing Your Transactions
• 
  Charles Schwab downloaded creating many $0 transactions

  Closed PhilS 391 views 16 comments 0 points Most recent by Bcc624 April 14Adding and Updating Accounts
• 
  19

  Up Down
  Recycle Bin for Deleted Transactions (edited)

  Active coltrane 167 views 5 comments 19 points Most recent by Coach Kristina April 12Feature Requests
• 
  Merged: Ability to restore deleted transactions

  Closed Dudley C Rose 12 views 0 comments 2 points Most recent by Coach Kristina April 12Feature Requests
• 
  Manage bills/deposits

  Closed golf 20 views 2 comments 0 points Most recent by Coach Natalie April 11Troubleshooting
• 
  Manually post payment to credit card

  Answered ✓ Closed EllieBean 16 views 1 comment 0 points Most recent by Coach Natalie April 11Managing Your Transactions
• 
  4

  Up Down
  Attach "Transfers" to the Payee instead of the Category (edited)

  Active dillonbrown 72 views 2 comments 4 points Most recent by nixiecon April 11Feature Requests
• 
  my banc account is not updating transaction and also some credit card show on a zero balance

  Closed Jozsef52 16 views 1 comment 0 points Most recent by Coach Jon April 9Adding and Updating Accounts
• 
  Direct Deposits stopped populating as transactions in my [checking account]

  Closed stungbybees 24 views 3 comments 0 points Most recent by Coach Jon April 7Troubleshooting
• 
  45

  Up Down
  Ability to remove tags during bulk edit

  Active Norm6257 561 views 21 comments 45 points Most recent by Max1223 April 6Feature Requests
• 
  Merged: Transactions with (incorrect) amount of 0.00. What the heck?

  Closed barncrow 35 views 0 comments 0 points Most recent by PatD April 4Adding and Updating Accounts
• 
  How should I track payables/reimbursements?

  Answered ✓ Closed jemenake 30 views 2 comments 0 points Most recent by jemenake April 3Getting Started
• 
  4

  Up Down
  Templates for Transactions

  Active ejobity 22 views 4 comments 4 points Most recent by DryHeat April 3Feature Requests
• 
  Merged: Create and Add New Button to New Transaction Window

  Closed ejobity 5 views 0 comments 1 point Started by ejobity April 2 Feature Requests
• 
  4

  Up Down
  Add a "Create and New" button in the Create Transaction window (edited)

  Active akogan 15 views 2 comments 4 points Most recent by ejobity April 2Feature Requests
• 
  Chase Wrongly linked transaction CAN NOT be unlinked

  Closed RobWilk 51 views 4 comments 0 points Most recent by SRC54 April 1Report a Bug
• 
  34

  Up Down
  Ability to import QFX files (edited)

  Active Phssthpok 1.6K views 15 comments 34 points Most recent by SRC54 April 1Feature Requests
• 
  Barclay Card US transactions not importing

  Closed wiatt 65 views 2 comments 1 point Most recent by Coach Natalie March 31Adding and Updating Accounts
• 
  Struggling with getting started and playing catch-up

  Answered ✓ Closed BLLO 69 views 3 comments 0 points Most recent by DryHeat March 31Business Accounts