Transactions

Transaction Dates wrong and missing transaction for Fidelity

Closed Diana43 83 views 4 comments 0 points Most recent by Diana43 January 2024Adding and Updating Accounts

6

Adjust how the 'Reviewed' checkmark looks on the current transaction (edited)

Completed Closed MtnCreed 195 views 16 comments 6 points Most recent by MtnCreed January 2024Feature Requests

Reoccurring transactions/categories and Checks

Answered ✓ Closed N4KHQ 43 views 2 comments 0 points Most recent by SRC54 January 2024Managing Your Transactions

Consolidate several expense transactions into a single spend plan item

Answered ✓ Closed josel 47 views 1 comment 0 points Most recent by UrsulaA January 2024Using the Spending Plan

Payees - wildcards, grouping seem impossible (direly needed)

Closed AchaarLonache 114 views 7 comments 0 points Most recent by AchaarLonache January 2024Managing Your Transactions

Can't import transaction, can't edit transaction…etc.

Closed System 43 views 2 comments 0 points Most recent by Coach Kristina January 2024Troubleshooting

Vehicle expense tracking

Answered ✓ Closed quicken-lover 165 views 2 comments 0 points Most recent by quicken-lover January 2024Managing Your Transactions

Merged: Ability to link transactions to Savings Goals withdrawals

Bluebells 1 view 0 comments 1 point Started by Bluebells January 2024 Feature Requests

Unable to Import Mint Transactions

Closed cubfan4real 202 views 2 comments 0 points Most recent by UrsulaA January 2024Troubleshooting

Editing Multiple Transactions

Answered ✓ Closed Pam 213 views 6 comments 1 point Most recent by UrsulaA January 2024Managing Your Transactions

How to apply category to a vendor for all past transactions (Simplifi)

Answered ✓ Closed Magnus 227 views 1 comment 0 points Most recent by UrsulaA January 2024Categories and Tags

how can I edit an income amount and save it?

Answered ✓ Closed Rtpa@4106 99 views 2 comments 0 points Most recent by Coach Natalie January 2024Managing Your Transactions

Seattle Credit Union Credit Cards Showing As Assets and Missing Transactions (edited)

Closed Mona 53 views 1 comment 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts

Feature Request: apply Category Rules to manually edited transactions

Closed Mook Mook 32 views 1 comment 1 point Most recent by Coach Natalie January 2024Managing Your Transactions

Retroactive Savings Balance

Closed TianK 123 views 8 comments 0 points Most recent by Coach Natalie January 2024Using Reports

Deleting a transaction (How To)

Closed the_scottster 179 views 1 comment 0 points Most recent by UrsulaA January 2024Managing Your Transactions

Re-importing transactions (edited)

Answered ✓ Closed pranjlipandya 53 views 1 comment 0 points Most recent by UrsulaA January 2024Troubleshooting

Missing transaction

Answered ✓ Closed Eleni 112 views 2 comments 0 points Most recent by Coach Natalie January 2024Troubleshooting

Citizens Bank transactions not updating (edited)

Closed sunyab1984 199 views 6 comments 0 points Most recent by Coach Natalie January 2024Managing Your Transactions

How to categorize self-escrow?

Answered ✓ Closed EricG301 136 views 1 comment 0 points Most recent by Coach Natalie January 2024Bills and Income

Ability to Link to a transaction when using Withdrawal from savings goal?

Answered ✓ Closed michfromflorida 244 views 1 comment 0 points Most recent by UrsulaA January 2024Using Savings Goals

1

Ability to Filter Transactions by 'Subscriptions' only (edited)

Active Tamila 54 views 3 comments 1 point Most recent by UrsulaA January 2024Feature Requests

Merged: DCCU payee column missing merchant info

CJDombeck 31 views 0 comments 0 points Started by CJDombeck January 2024 Troubleshooting

note a transaction

Answered ✓ Closed Mike44 88 views 1 comment 0 points Most recent by UrsulaA January 2024Getting Started

Balance issues with Wells Fargo pending transactions

Closed System 318 views 8 comments 0 points Most recent by UrsulaA January 2024Adding and Updating Accounts

Transactions

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