Transactions

Discussion List

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  [ONGOING] 10/02/24: Reminders carousel is missing or blank in the Transaction View

  Coach Jon 102 views 1 comment 1 point Most recent by Coach Jon October 16Known Product Issues
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  No transactions and zero balance with Washington State DRS

  Closed System 13 views 2 comments 0 points Most recent by Coach Natalie October 16Adding and Updating Accounts
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  Recording Venmo Transaction

  Closed VermillionSands 30 views 2 comments 0 points Most recent by VermillionSands October 12Troubleshooting
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  New user…assigning categories

  Answered ✓ Closed GregP 40 views 2 comments 0 points Most recent by GregP October 11Getting Started
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  3

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  Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

  Active tcr000 48 views 5 comments 3 points Most recent by Coach Jon October 11Feature Requests
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  Spent Tile Should Show Reviewed Status of Each Transaction

  Closed tcr000 8 views 1 comment 0 points Most recent by Coach Jon October 10Feedback
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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 69 views 5 comments 4 points Most recent by DannyB October 10Feature Requests
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  PayPal Transactions are Missing

  Closed damnedxer 62 views 10 comments 0 points Most recent by Coach Natalie October 7Adding and Updating Accounts
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  10

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  Bulk Move Transactions from one account to another (edited)

  Active SRC54 178 views 3 comments 10 points Most recent by SRC54 October 7Feature Requests
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  Starting to get frustrated. Are there solutions I am not aware of?

  Closed subiemat 70 views 9 comments 0 points Most recent by DannyB October 7Feedback
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  Manually added transactions are not saving

  Closed jmatty2000 13 views 1 comment 0 points Most recent by SRC54 October 6Report a Bug
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  Searching for a certain tag doesn't show a sum total (edited)

  Closed andyqq99 25 views 6 comments 0 points Most recent by SRC54 October 5Managing Your Transactions
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  Kohls Credit Card not showing transactions

  Closed MorganG 27 views 3 comments 0 points Most recent by Rick_B October 4Adding and Updating Accounts
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  Amex personal savings account not downloading new transactions

  Closed kiun 65 views 5 comments 0 points Most recent by kiun October 3Adding and Updating Accounts
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  Make the green "Reviewed checkmark" visible from desktop/browser when listing transactions.

  Closed eteam49ers 19 views 3 comments 1 point Most recent by Coach Jon October 2Managing Your Transactions
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  Citibank connection restored but does not download processed transactions

  Closed SDReady 85 views 13 comments 0 points Most recent by Coach Jon October 2Adding and Updating Accounts
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  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Active UrsulaA 13 views 0 comments 6 points Started by UrsulaA October 2 Feature Requests
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  1

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  Mobile App: Ability to see transaction 'Notes' in the main transaction view (edited)

  Active Ritland 23 views 1 comment 1 point Most recent by RFC793 October 2Feature Requests
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  1
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 30 views 3 comments 1 point Most recent by UrsulaA October 1Feature Requests
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  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 36 views 6 comments 0 points Most recent by bcrossman September 30Report a Bug
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  7

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  Create a new and separate Cash Transaction that is split from a Cash & ATM withdrawal (edited)

  Active bcrossman 83 views 9 comments 7 points Most recent by bcrossman September 30Feature Requests
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  Chase Bank Transaction Download

  Closed RobertoT 49 views 5 comments 0 points Most recent by RobWilk September 30Adding and Updating Accounts
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  24

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  Add Labels to Flags

  Active Flopbot 188 views 14 comments 24 points Most recent by UrsulaA September 29Feature Requests
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  PayPal Credit Transactions Stopped Downloading

  Closed System 655 views 35 comments 0 points Most recent by Coach Kristina September 28Adding and Updating Accounts
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  12

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  Add a Notification for new transactions that are posted and need to be reviewed (edited)

  Active Christaaay 244 views 18 comments 12 points Most recent by Christaaay September 27Feature Requests
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  Credit Card transactions missing

  Closed rjbaumgart 63 views 11 comments 0 points Most recent by Coach Jon September 26Troubleshooting