Transactions

Discussion List

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  New Feature Alert: Splits in Recurring & Other Splits Enhancements!

  Closed Coach Natalie 553 views 4 comments 6 points Most recent by Coach Natalie May 21Updates From the Product Team
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  Purple Flag Color Changed to Light Blue (edited)

  Dick_Davis 84 views 11 comments 1 point Most recent by Coach Jon May 20Troubleshooting
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  [ONGOING] 5/6/26: Barclays - Duplicate Transactions

  Coach Natalie 230 views 1 comment 1 point Most recent by Coach Natalie May 20Current Online Banking Issues
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  Issues with transactions, recurring, rules, connectivity, and tracking credit card payments (edited)

  Ter1990 34 views 1 comment 0 points Most recent by Coach Jon May 19Feedback
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  Bank of America Credit Card Payments cause merge of pending/cleared which breaks rules

  bling 53 views 8 comments 0 points Most recent by Coach Jon May 18Troubleshooting
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  Merged: Transaction searching skips characters when updating results as you type (edited)

  Closed PMc 21 views 0 comments 0 points Most recent by sbennet1 May 18Report a Bug
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  Balances not reflecting pending transactions (edited)

  rosachin21k 96 views 7 comments 0 points Most recent by Coach Natalie May 18Troubleshooting
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  Ability to sort transactions with the same date/Add a sorting logic (edited)

  Active RobWilk 22 views 3 comments 8 points Most recent by sea_compgeek May 17Feature Requests
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  Posting a transaction to a future date = no transaction

  Jim Nissen 34 views 7 comments 0 points Most recent by EL1234 May 17Managing Your Transactions
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  Collapse All Months in Transaction table? (edited)

  Closed spamwich 43 views 1 comment 0 points Most recent by SRC54 May 16Managing Your Transactions
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  Ability to limit date range of downloaded transactions during the initial connection (edited)

  Active DryHeat 33 views 1 comment 4 points Most recent by SRC54 May 16Feature Requests
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  in quicken simplifi PayPal only shows "debit card transaction" where the payee should be

  Closed Kuhzah 72 views 10 comments 0 points Most recent by DryHeat May 16Adding and Updating Accounts
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  Is it possible to link an account but limit the dates of transactions downloaded?

  Answered ✓ Closed DryHeat 26 views 2 comments 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
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  Split transactions ignored when filtering on Category unless "Show split details" selected

  Closed DryHeat 114 views 16 comments 0 points Most recent by DryHeat May 14Feedback
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  Unable to save downloaded transaction after adding splits (edited)

  Closed L McGregor 33 views 6 comments 0 points Most recent by DryHeat May 13Feedback
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  Does the Statement name change when going from pending to cleared?

  Answered ✓ Closed sbennet1 84 views 8 comments 0 points Most recent by SRC54 May 12Managing Your Transactions
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  Missing transactions, duplicate transactions (edited)

  Closed KRS 15 views 1 comment 0 points Most recent by Coach Jon May 11Adding and Updating Accounts
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  Lots of errors this morning -- "error occurred," categorization changes

  Closed ejs 56 views 4 comments 0 points Most recent by Coach Jon May 11Troubleshooting
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  Unable to search transactions by tag (edited)

  Closed Lauriefalaurie 23 views 1 comment 2 points Most recent by Coach Natalie May 11Troubleshooting
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  Duplicate transactions issue with Barclays (edited)

  Closed Cholewi1 66 views 5 comments 0 points Most recent by Coach Kristina May 10Adding and Updating Accounts
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  Loss Ability to Resize the Columns in Transaction List (edited)

  Closed Dick_Davis 13 views 1 comment 0 points Most recent by DryHeat May 10Managing Your Transactions
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  Unlinking an automatically linked reminder messed everything up

  Closed EL1234 82 views 22 comments 0 points Most recent by EL1234 May 8Troubleshooting
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  The black flag appears as a dusky blue color on mobile (edited)

  Closed MatthewR 77 views 8 comments 0 points Most recent by Coach Natalie May 7Troubleshooting
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  Capital Gains, Losses and Tax Reporting

  Closed Mortimer Duke 36 views 2 comments 0 points Most recent by Mortimer Duke May 7Investments
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  Tax Mapping Transfers?

  Closed Mortimer Duke 21 views 2 comments 0 points Most recent by Mortimer Duke May 7Using Transfers
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  Transactions missing from Spending report (edited)

  Closed Pat H. 75 views 10 comments 0 points Most recent by DryHeat May 7Troubleshooting
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  Navyist Rewards (Old Navy Mastercard) all transactions are credits

  Closed danh916 23 views 3 comments 0 points Most recent by Coach Natalie May 7Adding and Updating Accounts
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  Duplicate transactions are now appearing for Barclays (edited)

  Closed eperker 143 views 19 comments 1 point Most recent by cmc May 7Adding and Updating Accounts
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  Adding tags per split? (edited)

  Answered ✓ Closed Mortimer Duke 24 views 2 comments 0 points Most recent by Mortimer Duke May 7Managing Your Transactions