Transactions

Discussion List

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  6

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  Rename the "Payee" field to "Payee/Payor" (edited)

  Active perkin-warbeck 61 views 9 comments 6 points Most recent by RobWilk March 26Feature Requests
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  "undefined" shows up under Notes column after splitting a transaction with no notes!

  KB2014 52 views 9 comments 1 point Most recent by KB2014 March 25Troubleshooting
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  Stop changing column displays and column names in reports (edited)

  quick username 34 views 3 comments 0 points Most recent by Coach Marcus March 24Feedback
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  8

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  Show the Transactional Data Limit gear icon without having to hover (edited)

  Active DryHeat 22 views 1 comment 8 points Most recent by sbennet1 March 24Feature Requests
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  4

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  Show pending totals for manual accounts (edited)

  Active Stroobs 32 views 4 comments 4 points Most recent by RobWilk March 23Feature Requests
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  Alphabetical Category/Tag Sorting Should Ignore Emoji‑Prefixed Values (edited)

  Active Stroobs 11 views 0 comments 2 points Started by Stroobs March 22 Feature Requests
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  How to see the cumulative balance after each entry line in transactions

  Answered ✓ Andre Cheply 31 views 2 comments 0 points Most recent by Andre Cheply March 22Managing Your Transactions
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  Transfer category accounts list in transactions got drastically narrower after 6.11.0 update

  KB2014 167 views 34 comments 0 points Most recent by DryHeat March 22Troubleshooting
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  Cannot enter recurring or manual transaction that will be due over a year (365 days) from today

  Andre Cheply 57 views 11 comments 0 points Most recent by SRC54 March 20Bills and Income
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  Simplifi CSV Import — Category with "/" Not Recognized

  JMQkn 13 views 2 comments 0 points Most recent by Coach Jon March 20Troubleshooting
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  289
  Split transactions should be treated as separate transactions (2 Merged Votes)

  Completed bcrossman 5.2K views 167 comments 289 points Most recent by bcrossman March 20Feature Requests
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  QBP: Zelle payments should not automatically be transfers (edited)

  Active Eric D 43 views 5 comments 8 points Most recent by EL1234 March 18Quicken Business & Personal Feature Requests
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  Optum FSA Account Transaction Activity does not align with Simplifi/FDP-102/FDP-2001/to.100 (edited)

  jhst 136 views 26 comments 0 points Most recent by Coach Jon March 18Adding and Updating Accounts
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  Bank of America hasn't updated since Feb 13th / Care Code: 2204

  Closed System 32 views 6 comments 0 points Most recent by Coach Jon March 17Adding and Updating Accounts
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  Transaction Detail view on Android phone doesn't quite fit on screen

  Closed DryHeat 54 views 11 comments 0 points Most recent by Coach Jon March 17Report a Bug
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  Transactions Stopped Downloading - Wells Fargo and Discover (edited)

  Closed Thomas56 153 views 21 comments 0 points Most recent by Coach Natalie March 16Adding and Updating Accounts
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  59

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

  Active harinath 665 views 32 comments 59 points Most recent by Dre March 15Feature Requests
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  Merged: Add “Duplicate” to the transaction ••• (three‑dot) menu

  Closed Dre 11 views 0 comments 4 points Most recent by Dre March 15Feature Requests
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  Please put rules back on the transactions under the payee where it used to be (edited)

  Closed Rghsfl 12 views 1 comment 0 points Most recent by Coach Kristina March 15Managing Your Transactions
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  Balances and transactions out of sync

  Closed ChrisWT314 12 views 2 comments 0 points Most recent by SRC54 March 15Adding and Updating Accounts
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  Unable to split paycheck, adding split amounts only increases amount to split

  Answered ✓ Closed D_Oldham 99 views 14 comments 1 point Most recent by DryHeat March 14Managing Your Transactions
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  Search By Check Number

  Closed John Kostenbader 24 views 2 comments 0 points Most recent by John Kostenbader March 14Feedback
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  The black flag appears as a dusky blue color on mobile (edited)

  MatthewR 42 views 4 comments 0 points Most recent by MatthewR March 13Troubleshooting
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  Why did you change the format for downloading transactions?

  Answered ✓ Closed Gonzalo Eyzaguirre 27 views 1 comment 0 points Most recent by DryHeat March 12Managing Your Transactions
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  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 189 views 22 comments 0 points Most recent by EL1234 March 11Report a Bug
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  Past due bills cannot link to transaction (edited)

  Closed RobI 25 views 4 comments 0 points Most recent by Coach Natalie March 11Troubleshooting
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  2
  Add an 'Attachments' column to Reports (edited)

  Completed Closed Dick_Davis 12 views 1 comment 2 points Most recent by Coach Natalie March 11Feature Requests
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  Pending expenses downloaded as income (edited)

  Closed squirrelbeforesunset 25 views 3 comments 0 points Most recent by Coach Jon March 11Troubleshooting
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  3
  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Completed Closed afrancisco87 162 views 6 comments 3 points Most recent by Coach Natalie March 11Feature Requests