Transactions

Discussion List

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  "Apply rule to existing transactions" is not working

  cyberstackn 100 views 4 comments 1 point Most recent by cyberstackn January 7Troubleshooting
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  Nordstrom Card Services not connecting and Manual download is reversing transation amounts

  Closed humby3 54 views 1 comment 0 points Most recent by Coach Jon January 6Adding and Updating Accounts
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  Changes to transaction register? (edited)

  Answered ✓ Closed Dick_Davis 65 views 8 comments 0 points Most recent by Dick_Davis January 6Managing Your Transactions
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  Transactions not showing in Spending Plan (edited)

  Closed Chrisg60 18 views 1 comment 0 points Most recent by SRC54 January 6Using the Spending Plan
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  Allow Transactions to Link Directly to Savings Goals

  Closed RDMitra 69 views 4 comments 1 point Most recent by Coach Natalie January 5Using Savings Goals
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  How can I view business deposits into my checking account in reports

  Answered ✓ Closed skano 25 views 3 comments 0 points Most recent by Coach Natalie January 5Business Reports
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  Ability to search for split amounts in transactions (edited)

  Active EL1234 25 views 2 comments 6 points Most recent by EL1234 January 3Feature Requests
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  Add Keyboard Shortcuts (edited)

  Active bickabah 495 views 25 comments 48 points Most recent by kaltorak January 3Feature Requests
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  Color coding tags/categories/accounts (edited)

  Active shinyllama 101 views 4 comments 16 points Most recent by TwelveSilverPennies January 3Feature Requests
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  Bill Connect for Credit Cards: Exclude pending transactions from the next (not current) reminder

  Active EL1234 12 views 1 comment 3 points Most recent by Flaviking January 3Feature Requests
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  Regions Bank - Pending transactions download twice (edited)

  Closed Fradojr 193 views 14 comments 0 points Most recent by Coach Jon January 2Troubleshooting
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  I deleted a tag, then QS created a "NA"/ "Unknown" Tag in it's place

  Max1223 121 views 0 comments 0 points Most recent by juli7 January 2Report a Bug
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  Chase pending transactions - delay in being counted toward balance (edited)

  Closed EL1234 135 views 30 comments 0 points Most recent by EL1234 January 2Adding and Updating Accounts
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  Tags vs Notes

  Answered ✓ Closed MTav8biz 42 views 3 comments 0 points Most recent by DryHeat January 2Managing Your Transactions
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  Just subscribed. Why do I get an error trying to enter Transactions?

  Closed DarinMan 22 views 2 comments 0 points Most recent by RobWilk December 2025Troubleshooting
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  When DFAS deposit comes in early how do you add in Simplifi and not change my January spending plan

  Answered ✓ Closed teresalcarroll 47 views 6 comments 0 points Most recent by EL1234 December 2025Managing Your Transactions
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  Merged: Target Circle Card - Missing Transactions Since 12/6

  Closed dunnnw 21 views 0 comments 0 points Most recent by dunnnw December 2025Adding and Updating Accounts
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  recurring payment icon is missing on web (edited)

  Closed Jerrod 36 views 5 comments 0 points Most recent by Jerrod December 2025Troubleshooting
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  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 11 views 0 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
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  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 1 view 0 comments 0 points Started by Dick_Davis December 2025 Managing Your Transactions
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  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 1 view 0 comments 0 points Started by Dick_Davis December 2025 Managing Your Transactions
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  Ability to filter reviewed/unreviewed and uncategorized transactions easily (edited)

  Active perrynmyers 698 views 19 comments 43 points Most recent by AlarmClock74 December 2025Feature Requests
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  Home Value Change is not a Transaction

  Closed e39e60 12 views 1 comment 0 points Most recent by DryHeat December 2025Feedback
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  Advance Rules broke most existing rules for Income.

  Closed N4KHQ 46 views 4 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
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  No Transactions Retrieved From Citizens Bank Since 12/9 (edited)

  Closed MikeZ 217 views 16 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Can recurring reminders be automatically entered as pending transactions the day of? (edited)

  Answered ✓ Closed eeb4th 75 views 7 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
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  Transaction Activity Panel does not show transaction dates

  Closed nrp06 45 views 4 comments 0 points Most recent by SRC54 December 2025Report a Bug
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  Merged: Category has shifted to Payee in Transaction Activity for one account

  Closed dont 11 views 0 comments 0 points Most recent by dont December 2025Managing Your Transactions
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  Ability to link or tie Savings Goals contributions/withdraws to transactions (edited)

  Active andrew1030 655 views 12 comments 64 points Most recent by RDMitra December 2025Feature Requests