Transactions

Discussion List

• 
  2

  Up Down
  Ability to have pending transactions count toward Projected Cash Flow while using 'Bank Balance'

  Active bob303727 89 views 7 comments 2 points Most recent by bob303727 December 2025Feature Requests
• 
  1

  Up Down
  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 22 views 1 comment 1 point Most recent by Coach Natalie December 2025Quicken Business & Personal Feature Requests
• 
  Creating Manual Investment Account - Balance showing zero, no shares

  Closed grahamtj01 44 views 4 comments 0 points Most recent by grahamtj01 December 2025Adding and Updating Accounts
• 
  Why are Zelle payments automatically classified as Transfers when they are payments?

  Closed 110011 108 views 11 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
• 
  19

  Up Down
  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 345 views 15 comments 19 points Most recent by SRC54 December 2025Feature Requests
• 
  9

  Up Down
  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 189 views 9 comments 9 points Most recent by TiggerTrainer December 2025Feature Requests
• 
  Check # field is missing on the mobile app

  Closed System 123 views 16 comments 0 points Most recent by Coach Jon December 2025Report a Bug
• 
  Amount Matching: "Limited Range" option not matching correctly (edited)

  DryHeat 149 views 23 comments 0 points Most recent by Coach Jon December 2025Feedback
• 
  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Closed Dick_Davis 49 views 5 comments 0 points Most recent by Dick_Davis December 2025How do you Quicken Simplifi?
• 
  Merged: Limited Ranged in Series not being Honored

  Closed nmnmnmnmn 7 views 0 comments 0 points Started by nmnmnmnmn December 2025 Troubleshooting
• 
  Pending false Payment to Apple Card

  Closed N4KHQ 31 views 3 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
• 
  How to display all category levels in Quicken Simplifi register?

  Closed Eric D 29 views 2 comments 0 points Most recent by Coach Natalie December 2025Managing Your Transactions
• 
  Import transactions from CSV no longer triggering Rules

  Bernardo 83 views 8 comments 0 points Most recent by Bernardo December 2025Troubleshooting
• 
  Create rule within transaction category removed

  Closed wavehowie 30 views 1 comment 0 points Most recent by Coach Natalie December 2025Feedback
• 
  Moving a transaction to a future date disappears and does not generate a reminder

  Closed nestorbast 365 views 14 comments 1 point Most recent by bvw123 November 2025Bills and Income
• 
  [ONGOING] 11/14/25: USAA - Missing Transactions

  Coach Natalie 133 views 1 comment 1 point Most recent by Coach Jon November 2025Current Online Banking Issues
• 
  Adding back tag field to spending report

  Closed zipfamily 67 views 8 comments 0 points Most recent by DryHeat November 2025Using Reports
• 
  Categorizing Pending Transactions on a Credit Card causes transactions to disappear

  Closed OldTimeQuickUser 35 views 1 comment 0 points Most recent by Coach Natalie November 2025Managing Your Transactions
• 
  Pending Transactions showing reversed (ie: as positive instead of negative) on multiple accounts

  Closed SmittyVA 40 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Position the selection for the category at the one selected.

  Closed dtorg1955 19 views 1 comment 0 points Most recent by Coach Jon November 2025Managing Your Transactions
• 
  1
  Ability to re-order the Columns in Transaction Activity (edited)

  Completed Closed cas-sea 64 views 2 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
• 
  10
  Ability to sort register by Tags (edited)

  Completed Closed bowgy4 73 views 5 comments 10 points Most recent by Coach Natalie November 2025Feature Requests
• 
  USAA - Missing Transactions (edited)

  Closed DryHeat 108 views 13 comments -1 point Most recent by DryHeat November 2025Adding and Updating Accounts
• 
  -1

  Up Down
  Rename 'Check #' to "Check/Reference #" (edited)

  Dick_Davis 39 views 5 comments -1 point Most recent by EL1234 November 2025Feature Requests
• 
  110

  Up Down
  Full Payee descriptions are needed (edited)

  In Review mjodotcom 606 views 57 comments 110 points Most recent by 110011 November 2025Feature Requests
• 
  Merged: Target Circle Credit Card Not Updating Transactions

  Closed TiggerTrainer 10 views 0 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Checking accounts are often not current even after multiple updates (edited)

  Closed MareBear 30 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  Spending and Income Tabs in Your Registers: Share your feedback here!

  Announcement Coach Natalie 56 views 9 comments 0 points Most recent by EL1234 November 2025Early Access User Feedback
• 
  New Feature Alert: Spending and Income Tabs in Your Registers!

  Closed Coach Natalie 164 views 0 comments 2 points Started by Coach Natalie November 2025 Updates From the Product Team
• 
  Merged: USAA transactions not downloading

  Closed lizgraydvm 21 views 0 comments 0 points Most recent by DryHeat November 2025Adding and Updating Accounts