Transactions

Discussion List

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  Ability to Standardize Columns for Transaction Views Across Platform

  Active TwelveSilverPennies 10 views 0 comments 1 point Started by TwelveSilverPennies September 3 Feature Requests
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  Add an 'Amount' filter (edited)

  Active SquirrelScratcher 30 views 0 comments 4 points Started by SquirrelScratcher September 2 Feature Requests
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  Linking to Recurring Transaction Does Not Update Payee & Category

  Closed bcrossman 362 views 23 comments 0 points Most recent by Coach Natalie September 1Report a Bug
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  Pending transactions that are linked to recurring don't show as "paid" in Bills & Income (edited)

  Closed BenB 183 views 12 comments 2 points Most recent by Coach Natalie September 1Feedback
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  Auto-suggest transaction rules when editing a transaction (edited)

  Active pbryn1983 40 views 0 comments 1 point Started by pbryn1983 August 30 Feature Requests
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  Merged: The Create Transaction Window Changed as of Web 6.34.0 (edited)

  Closed Dick_Davis 40 views 0 comments 0 points Most recent by Steve M August 29Managing Your Transactions
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  Leave screen readable when the Transaction Detail drawer opens on the right (edited)

  Active DryHeat 31 views 0 comments 1 point Started by DryHeat August 29 Feature Requests
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  Formatting/Font Changes in IOS App version 6.34.0 Cause Information to Bleed Off Screen

  Closed Earlsrock 223 views 9 comments 1 point Most recent by Coach Aldair August 28Troubleshooting
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  Merged: Allow Category Groups and 4 or 5 level of categorization and subcategorization.

  Closed Moralessalsidoj 0 views 0 comments 2 points Started by Moralessalsidoj August 28 Feature Requests
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  How to Apply a Global Change of Payees? (edited)

  Answered Closed Dick_Davis 90 views 8 comments 0 points Most recent by Dick_Davis August 27Managing Your Transactions
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  New Feature Alert: Enhanced Transaction Detail View

  Announcement Closed Coach Janean 521 views 0 comments 0 points Started by Coach Janean August 26 Updates From the Product Team
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  Mobile App: Don't cut off Category Names when searching the Categories list on transactions

  Active Flopbot 301 views 10 comments 3 points Most recent by Flopbot August 26Feature Requests
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  Mobile App: Open keyboard automatically to search for Payee when clicking on Payee field (edited)

  Completed Closed yippinyahoo 32 views 1 comment 3 points Most recent by Coach Natalie August 26Feature Requests
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  Verizon Visa Card and Robinhood - Error icon and no transactions (edited)

  Closed Vijay V 40 views 1 comment 0 points Most recent by Coach Natalie August 25Adding and Updating Accounts
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  Chartway Federal Credit Union accounts updating totals but not transactions

  Closed yakoaohw 120 views 8 comments 0 points Most recent by Coach Natalie August 21Adding and Updating Accounts
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  Why don't synced loan accounts download transactions like checking accounts?

  Answered ✓ Closed BrandonH 71 views 2 comments 0 points Most recent by Coach Laura August 20Adding and Updating Accounts
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  Ability to retrieve receipt details from email (edited)

  Active Moralessalsidoj 22 views 0 comments 4 points Started by Moralessalsidoj August 18 Feature Requests
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  Hovering over long payee names and putting cursor at top of field causes flashing in the hover text

  Closed bobthemoneyguy 61 views 2 comments 0 points Most recent by Coach Natalie August 18Report a Bug
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  Orange and Brown flag colors don't match their labels (edited)

  Closed Dick_Davis 81 views 3 comments 0 points Most recent by Coach Natalie August 18Feedback
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  When "Show split details" is enabled, show the total transaction amount in addition to split amounts

  Active Moralessalsidoj 142 views 9 comments 2 points Most recent by Coach Natalie August 18Feature Requests
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  Implement Standard ASCII Sorting in Tags List

  Active MishaM 71 views 2 comments 2 points Most recent by MishaM August 18Feature Requests
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  Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

  Active tcr000 141 views 9 comments 9 points Most recent by EL1234 August 18Feature Requests
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  How to handle credit card payments? (edited)

  Closed Dick_Davis 103 views 1 comment 0 points Most recent by Coach Kristina August 17Managing Your Transactions
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  Ability to have pending transactions be automatically set to cleared after a set number of days

  Active Dick_Davis 200 views 13 comments 1 point Most recent by EL1234 August 16Feature Requests
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  Changing downloaded transactions back to Pending

  Closed System 91 views 9 comments 0 points Most recent by Dick_Davis August 16Feedback
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  Will Target Red Card ever actually work again?

  Closed Oleksander 264 views 8 comments 3 points Most recent by MoneyManStan August 15Adding and Updating Accounts
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  Transaction Attachment Name changes when saving to HDD (edited)

  Closed Dick_Davis 70 views 2 comments 0 points Most recent by Coach Kristina August 14Managing Your Transactions
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  Merged: Reviewed column got moved all the way to the right and I can't move it back?

  Closed EL1234 30 views 0 comments 0 points Most recent by EL1234 August 14Troubleshooting
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  Don't automatically mark balance adjustments as "reviewed" (edited)

  Active ViceGrips 30 views 0 comments 1 point Started by ViceGrips August 13 Feature Requests