Transactions

Discussion List

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  Keeping track of one category of payments

  Answered ✓ grandmaSB 11 views 2 comments 0 points Most recent by grandmaSB April 24Managing Your Transactions
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  Shortcut to finding daily uncategorized transactions

  Robert48314 32 views 4 comments 0 points Most recent by EL1234 April 23Managing Your Transactions
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  Adding notes to split transactions (edited)

  Robert48314 13 views 2 comments 0 points Most recent by Robert48314 April 23Managing Your Transactions
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  Help finding and removing transactions assigned to Account: Unknown (edited)

  SmittyVA 85 views 11 comments 0 points Most recent by Coach Jon April 23Troubleshooting
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  Venmo keeps disconnecting and not showing transactions (edited)

  Liam Soper 29 views 1 comment 0 points Most recent by Coach Natalie April 23Adding and Updating Accounts
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  Mobile App: Add "Most Used Categories" in the categories list (edited)

  Active Bartman682 11 views 0 comments 2 points Started by Bartman682 April 23 Feature Requests
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  [ONGOING] 4/9/26: PayPal Credit, MasterCard and Crypto - Missing Transactions

  Coach Jon 233 views 1 comment 3 points Most recent by Coach Jon April 23Current Online Banking Issues
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  [ONGOING] 4/8/26: Barclays - Missing Transactions

  Coach Natalie 906 views 1 comment 3 points Most recent by Coach Natalie April 22Current Online Banking Issues
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  Feedback on projected balance, entering transactions, and reconciling (edited)

  Answered ✓ Walter.louro 22 views 1 comment 0 points Most recent by SRC54 April 21Feedback
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  Some posted transactions not downloading from Wells Fargo (edited)

  Alexem 31 views 3 comments 0 points Most recent by Coach Jon April 21Adding and Updating Accounts
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  Deletion Security Prompts

  Simpli_User_101 33 views 3 comments 0 points Most recent by Simpli_User_101 April 19Feedback
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 502 views 29 comments 54 points Most recent by Levanima April 18Feature Requests
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  Splits: Option to always show additional fields (Tags, Exclusions, Note) [edited]

  Active Roux 24 views 3 comments 7 points Most recent by Coach Kristina April 18Feature Requests
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  113

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  Full Payee descriptions are needed (edited)

  In Review mjodotcom 864 views 64 comments 113 points Most recent by n2it April 18Feature Requests
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  5
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  In Progress Max1223 401 views 33 comments 5 points Most recent by UrsulaA April 17Feature Requests
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  Minimized sections get expanded after marking transactions as reviewed with "reviewed" filter set

  System 51 views 9 comments 1 point Most recent by EL1234 April 17Feedback
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  How do I add a flag field to transactions?

  Answered ✓ rwales10 12 views 1 comment 0 points Most recent by Coach Jon April 16Managing Your Transactions
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  116
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  Completed 2sonsjim 1.4K views 56 comments 116 points Most recent by Coach Natalie April 16Feature Requests
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  Escape key to dismiss modals forces a scroll to the top of the transaction list

  bling 41 views 5 comments 1 point Most recent by Coach Natalie April 16Report a Bug
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  Pending transaction disappears

  KB2014 73 views 11 comments 0 points Most recent by KB2014 April 15Troubleshooting
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  When splitting a transaction with filters set, my sort order gets reset

  System 21 views 5 comments 0 points Most recent by EL1234 April 15Troubleshooting
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  Spending and Income Tabs in Your Registers: Share your feedback here!

  Closed Coach Natalie 171 views 12 comments 0 points Most recent by Coach Natalie April 15Feedback
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  Connected account balances not updating with pending transactions (edited)

  someotherderek 957 views 100 comments 3 points Most recent by Vlad2277 April 15Adding and Updating Accounts
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  Transaction List scroll jumps back to the top of the list (edited)

  budgetj75 71 views 7 comments 0 points Most recent by budgetj75 April 14Report a Bug
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  Using "reviewed" to reconcile transactions on the mobile app? (edited)

  Answered ✓ Riwri1 34 views 1 comment 0 points Most recent by Coach Jon April 13Managing Your Transactions
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  Ability to sort transactions with the same date/Add a sorting logic (edited)

  Active RobWilk 21 views 2 comments 6 points Most recent by sbennet1 April 13Feature Requests
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  Easier way to track shared expenses (edited)

  Solom1ej 12 views 1 comment 0 points Most recent by DryHeat April 13Managing Your Transactions
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  Import transactions from CSV no longer triggering Rules

  Bernardo 263 views 27 comments 0 points Most recent by hubert.casimiro April 13Report a Bug
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  How to run a report for a date range? (edited)

  Answered ✓ pasteve99 61 views 8 comments 0 points Most recent by pasteve99 April 12Using Reports
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  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 11 views 1 comment 3 points Most recent by artschrader April 12Feature Requests