Transactions

Discussion List

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  Ability to track cash transactions without an account/Automatically add a cash account (edited)

  Active kenklein 741 views 23 comments -1 point Most recent by Coach Kristina March 2024Feature Requests
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  Accounting for internal transfers/reimbursement

  Answered ✓ Closed EricG301 156 views 2 comments 0 points Most recent by DannyB March 2024Using Transfers
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  Transaction Register: Status Column should be removed or also display other statuses (edited)

  Active ajbopp 113 views 6 comments 2 points Most recent by DannyB March 2024Feature Requests
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  Difficulty (Impossibility?) when merging pending and cleared transactions (edited)

  Closed RobWilk 21 views 4 comments 0 points Most recent by RobWilk March 2024Managing Your Transactions
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  Ability to Manually Link/Merge Transactions in the Mobile App [edited] (1 Merged Vote)

  Active jtjones0304 59 views 3 comments 5 points Most recent by UrsulaA March 2024Feature Requests
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  Manual Entry versus Download Transactions Only

  Closed RobWilk 346 views 7 comments 0 points Most recent by ajbopp March 2024How do you Quicken Simplifi?
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  Month-to-current-date total spending

  Answered ✓ Closed santoshamb 74 views 3 comments 0 points Most recent by RobWilk February 2024Using Reports
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  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Active afrancisco87 143 views 5 comments 3 points Most recent by Coach Natalie February 2024Feature Requests
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  Transfer Transactions: Remove non-functional "Exclude From Report" option

  Active RobWilk 64 views 4 comments 2 points Most recent by UrsulaA February 2024Feature Requests
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  Excluding Money-In/Money-Out Side Missing on at least SOME transactions

  Closed RobWilk 42 views 7 comments 0 points Most recent by Coach Natalie February 2024Report a Bug
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  Merged: Ability to apply custom title/label/name in front-end UI to colored flags

  aolafsson 1 view 0 comments 3 points Started by aolafsson February 2024 Feature Requests
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  Merged: Chase credit card showing wrong transaction date

  Jenny12345 1 view 0 comments 0 points Started by Jenny12345 February 2024 Adding and Updating Accounts
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  After editing date, transaction shows that it appears on statement with new edited date on iOS app

  Closed JEmily 42 views 2 comments 0 points Most recent by Coach Natalie February 2024Report a Bug
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  Cannot search and find one of the split transaction (the other is found)

  Closed tim o 61 views 8 comments 0 points Most recent by DavidB February 2024Report a Bug
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  Any update on transaction splits not appearing in reports according to their split categories?

  Answered ✓ Closed RKM 56 views 2 comments 0 points Most recent by RKM February 2024Using Reports
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  I'm migrating from Mint...

  Closed Amethyst64 265 views 19 comments 0 points Most recent by Amethyst64 February 2024Managing Your Transactions
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  Can I fix missing transactions by manually importing them from a csv file?

  Answered ✓ Closed SeattleGuy 164 views 2 comments 0 points Most recent by SeattleGuy February 2024Managing Your Transactions
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  How do you handle ATM Splits?

  Answered ✓ Closed cowboydude99 31 views 5 comments 0 points Most recent by UrsulaA February 2024Managing Your Transactions
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  Can't see the bottom of the screen when splitting transactions (edited)

  Answered ✓ Closed mthomas24 45 views 2 comments 0 points Most recent by mthomas24 February 2024Troubleshooting
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  Paycheck not syncing

  Closed JACK-UK 12 views 1 comment 0 points Most recent by Coach Kristina February 2024Managing Your Transactions
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  Available cash for Credit Card Payment

  Closed mrzoops 75 views 2 comments 0 points Most recent by Bgz February 2024Projected Cash Flow
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  Merged: Feature Request: Ability to ignore one part of a split transaction

  MichaelJohn984 11 views 0 comments 1 point Started by MichaelJohn984 February 2024 Feature Requests
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  Recurring Bill Series: Updating Series not Updating Individual Transactions

  Answered ✓ Closed bdjekel 123 views 3 comments 0 points Most recent by bdjekel February 2024Troubleshooting
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  Add a Change Log for manually adding, deleting, or editing transactions (edited)

  Active Robinthemike 32 views 0 comments 2 points Started by Robinthemike February 2024 Feature Requests
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  All transactions download as "Card Purchase" or "Bill Pay" with Alliance Credit Union (edited)

  Closed System 181 views 18 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Payee consistently changed to something incorrect

  Closed txbuckeye 402 views 12 comments 2 points Most recent by Coach Natalie February 2024Managing Your Transactions
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  Line of Credit Charges and Payments Reversed

  Closed jdholland013 253 views 9 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts