Transactions

Discussion List

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  3

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  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 25 views 2 comments 3 points Most recent by rco July 16Feature Requests
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  4

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  Keep Past Due Items in Projected Cash Flow Until Resolved (edited)

  Active AlfredoR 40 views 0 comments 4 points Started by AlfredoR July 15 Feature Requests
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  Notes disappeared from customize columns

  Closed MinB 71 views 4 comments 0 points Most recent by SRC54 July 14Troubleshooting
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  Looking to automate some transaction classifications based on the owner or last 4 (edited)

  Closed ByJam 56 views 1 comment 0 points Most recent by Coach Jon July 13Managing Your Transactions
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  Bring back the "Tight" transaction row spacing option (edited)

  MWA 69 views 3 comments 0 points Most recent by Coach Natalie July 13Feature Requests
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  PENDING Transactions NOT clearing and then dropped from the register (edited)

  Closed fromawayme 50 views 2 comments 0 points Most recent by EL1234 July 13Adding and Updating Accounts
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  When exporting a single account's transactions, add the account name to the CSV file (edited)

  Active Esings2Him 131 views 5 comments 5 points Most recent by dsfreddy July 12Feature Requests
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  Enhanced Transaction Search: Share your feedback here!

  Closed Coach Natalie 208 views 10 comments 0 points Most recent by Coach Natalie July 9Feedback
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  Automatically resize column widths to fit browser window (dynamic column sizing)

  Closed theebrain 61 views 2 comments 1 point Most recent by theebrain July 7Managing Your Transactions
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  Is there a way to duplicate or copy a transaction with splits to a new transaction?

  Answered ✓ Closed EGoff 59 views 1 comment 0 points Most recent by Coach Jon July 7Managing Your Transactions
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  Associated Bank credit card - Positive transactions showing up as negative (edited)

  Closed mmmartian 81 views 6 comments 0 points Most recent by DryHeat July 6Adding and Updating Accounts
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  Splits in Recurring & Other Splits Enhancements: Share your feedback here!

  Closed Coach Natalie 1.5K views 110 comments 0 points Most recent by Quicken Kirby July 6Feedback
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  Ability to edit the status of transactions (pending/cleared) from the transaction list directly

  ChrisWT314 59 views 3 comments 3 points Most recent by Coach Natalie July 6Feature Requests
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  Ability to sort transactions by multiple criteria/levels (edited)

  Active mmmartian 33 views 3 comments 5 points Most recent by EL1234 July 2Feature Requests
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  Features in Q Classic Simplifi Needs (edited)

  Closed Qsince92 52 views 1 comment 0 points Most recent by Coach Jon July 1Feedback
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  how do you remove Statements from category list on Transactions display in Simplifi

  Answered ✓ Closed msp04977 40 views 1 comment 0 points Most recent by Coach Jon July 1Managing Your Transactions
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  Ability to delete a transaction with one click (edited)

  Active raffi 133 views 6 comments 4 points Most recent by mmmartian July 1Feature Requests
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  Categorize receipts with AI and auto split transaction

  Closed dtorg1955 82 views 5 comments 0 points Most recent by Coach Natalie June 29Managing Your Transactions
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  Robinhood Transaction Wrong Sign

  Closed roshankarim 64 views 4 comments 0 points Most recent by Coach Jon June 29Adding and Updating Accounts
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  Merged: Hide the All Accounts balance at the top when viewing transactions. [Edited]

  Closed Dan DeWaal 31 views 0 comments 1 point Most recent by EL1234 June 28Feature Requests
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  How to create a receipt with multiple transactions

  Answered ✓ Closed matthewb 37 views 1 comment 0 points Most recent by Coach Kristina June 28Invoices, Estimates, & Sales Receipts
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  Recurring Transaction Matching Issue

  Answered ✓ Closed CROforce 127 views 6 comments 0 points Most recent by DryHeat June 28Troubleshooting
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  Bulk edit option for status field

  Active Norm6257 136 views 2 comments 4 points Most recent by Coach Kristina June 28Feature Requests
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  When clicking on "category" drop down, the current selected category should be auto-highlighted

  Active nichodamous 302 views 13 comments 18 points Most recent by Coach Kristina June 28Feature Requests
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  63

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  Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)

  Active harinath 904 views 35 comments 63 points Most recent by Coach Kristina June 27Feature Requests
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  Start from scratch??

  Answered ✓ Closed HMB21 66 views 1 comment 0 points Most recent by SRC54 June 27Troubleshooting
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  Merged: Quick delete for transactions

  Closed Big Grumpy 31 views 0 comments 3 points Most recent by SRC54 June 27Feature Requests
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  How to manage historic transactions pulled in from linked accounts as a new user? (edited)

  Answered ✓ Closed FrameAndFinance 128 views 3 comments 0 points Most recent by Coach Jon June 25Getting Started
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  Entering Transaction Even at 730am Still Defaulting to Yesterday's Date

  Closed SRC54 116 views 10 comments 0 points Most recent by EL1234 June 24Feedback