Transactions

Discussion List

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  Mobile 4.0.0 'View Transaction': Condense the fields and unhide "Exclude" options (edited)

  Active BradleyBenSmith 184 views 4 comments 5 points Most recent by jtscanlon May 2023Feature Requests
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  Having transactions in one month post to another month spending plan

  Answered ✓ Closed Danielle 91 views 1 comment 0 points Most recent by Flopbot April 2023Using the Spending Plan
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  Add a Receipt Icon/Paperclip to Transaction Lists on the Mobile App (edited)

  Active Flopbot 157 views 3 comments 4 points Most recent by Flopbot April 2023Feature Requests
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  Issues with transactions dates for Wells Fargo transactions (edited)

  Closed Steve86 1.4K views 55 comments 0 points Most recent by Coach Natalie April 2023Managing Your Transactions
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  Why can’t I see investment income reported with regular income ?

  Answered ✓ Closed Anthony Dee 401 views 7 comments 0 points Most recent by Anthony Dee April 2023Investments
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  All Transactions Filter - Not Working on Mobile App for "Uncategorized" (edited)

  Closed Flopbot 412 views 13 comments 0 points Most recent by Flopbot April 2023Report a Bug
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  Auto fill current account on new transactions (mobile 4.0.0)

  Closed RobWilk 72 views 1 comment 1 point Most recent by Coach Natalie April 2023Report a Bug
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  Account Transfers downloaded transactions not recognized Continued Saga

  Closed Strahan001 113 views 3 comments 0 points Most recent by Coach Natalie April 2023Report a Bug
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  2
  Update Icon for Bank Downloaded/Matched Transactions so it's more visually clear (edited)

  Obsolete Closed kugarp 73 views 2 comments 2 points Most recent by Coach Natalie April 2023Feature Requests
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  Keep UPCOMING Transactions on CASH FLOW Line Graph Until Cleared

  Completed Closed StuBudget 101 views 1 comment 2 points Most recent by Coach Natalie April 2023Feature Requests
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  Typing Category For Easier Sorting

  Answered ✓ Closed farm_astronaut 152 views 4 comments 0 points Most recent by farm_astronaut April 2023Managing Your Transactions
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  Bulk edit option for status field

  Active Norm6257 74 views 0 comments 1 point Started by Norm6257 April 2023 Feature Requests
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  Home Inventory

  Closed SRC54 351 views 4 comments 1 point Most recent by DannyB April 2023How do you Quicken Simplifi?
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  Removing Recurring Series Resets Transaction Payee Name, Category, etc.

  Closed Flopbot 123 views 2 comments 0 points Most recent by Flopbot April 2023Managing Your Transactions
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  Merged: Ability to bulk assign transactions to a Recurring Series (edited)

  grberkshier 121 views 0 comments 17 points Started by grberkshier April 2023 Feature Requests
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  Adding transactions to manual (previously connected) account

  Answered ✓ Closed bsherinian 97 views 1 comment 0 points Most recent by Coach Natalie April 2023Managing Your Transactions
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  Unexpected behavior - transfer/payment/refund

  Closed DannyB 32 views 1 comment 0 points Most recent by Coach Natalie April 2023Report a Bug
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  How do I find a missing transaction?

  Answered ✓ Closed theoracle39 348 views 6 comments 0 points Most recent by theoracle39 March 2023Managing Your Transactions
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  Investment-related linked transfers showing as Pending.

  Closed MrGood 63 views 2 comments 0 points Most recent by MrGood March 2023Report a Bug
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  Cleared transactions made linked transfer are auto-cleared on other side

  Closed RobWilk 55 views 1 comment 0 points Most recent by Coach Natalie March 2023Report a Bug
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  Is there any way to attach a split to a recurring bill

  Answered ✓ Closed DannyB 258 views 4 comments 0 points Most recent by ajbopp March 2023Bills and Income
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  Income reports and Spending Plan now missing income transactions

  Closed jorder 155 views 1 comment 0 points Most recent by ajbopp March 2023Report a Bug
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  seeing if a transaction is cleared

  Answered ✓ Closed PhilS 79 views 2 comments 0 points Most recent by DannyB March 2023Managing Your Transactions
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  Santander Credit Card Shows Available Credit instead of Balance

  Closed PitJohn 73 views 1 comment 0 points Most recent by Coach Natalie March 2023Adding and Updating Accounts
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  Category Titles (edited)

  Answered ✓ Closed kirstenfinnigan 221 views 2 comments 0 points Most recent by Flopbot March 2023Getting Started
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  'Hold' Transactions with Bank of America (edited)

  Closed rcortez 156 views 9 comments 0 points Most recent by Coach Natalie March 2023Managing Your Transactions
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  Overall Account Balances are Updating, but indiv transactions for some accounts are not

  Closed bag189 83 views 2 comments 0 points Most recent by DannyB March 2023Adding and Updating Accounts
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  Split Transaction, Spending Plan, & Reimbursable Transactions

  Answered ✓ Closed jonhaydu 623 views 8 comments 1 point Most recent by Coach Natalie March 2023Report a Bug
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  Baxter Credit Union Visa shows all pending transactions as a credit

  Closed cfields 118 views 5 comments 0 points Most recent by Coach Natalie March 2023Adding and Updating Accounts
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  Check Tracking

  Closed wholbrook 531 views 2 comments 0 points Most recent by Coach Natalie March 2023Managing Your Transactions