Transactions

Discussion List

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  Only 2 of 10+ cleared transactions downloaded this morning (edited)

  Closed Dan83 48 views 5 comments 1 point Most recent by EL1234 May 26Adding and Updating Accounts
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  3

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  Pressing Enter to select a category (when typing) should save the change (edited)

  EL1234 18 views 0 comments 3 points Started by EL1234 May 26 Feature Requests
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  8
  Ability to search by check # (edited)

  Closed EL1234 100 views 8 comments 8 points Most recent by EL1234 May 24Feature Requests
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  E*Trade - "You have already added all your accounts at this bank." - Missing Transactions (edited)

  Closed neon45 344 views 40 comments 0 points Most recent by neon45 May 23Adding and Updating Accounts
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  Allow users to limit the transactions downloaded when linking an account

  Closed DryHeat 28 views 2 comments 1 point Most recent by DryHeat May 22Adding and Updating Accounts
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  5
  The transactions search bar should be an AND operation

  Completed Closed orad 44 views 4 comments 5 points Most recent by Coach Natalie May 22Feature Requests
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  6
  Ability to search for split amounts in transactions (edited)

  Completed Closed EL1234 47 views 3 comments 6 points Most recent by Coach Natalie May 22Feature Requests
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  48
  Add Keyboard Shortcuts (edited)

  Completed Closed bickabah 590 views 26 comments 48 points Most recent by Coach Natalie May 21Feature Requests
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  9

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  Ability to assign different Payees to Split Transactions (edited)

  Active esender 154 views 10 comments 9 points Most recent by EL1234 May 21Feature Requests
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  New Feature Alert: Splits in Recurring & Other Splits Enhancements!

  Closed Coach Natalie 615 views 4 comments 6 points Most recent by Coach Natalie May 21Updates From the Product Team
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  Purple Flag Color Changed to Light Blue (edited)

  Closed Dick_Davis 101 views 11 comments 1 point Most recent by Coach Jon May 20Troubleshooting
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  [ONGOING] 5/6/26: Barclays - Duplicate Transactions

  Coach Natalie 262 views 1 comment 1 point Most recent by Coach Natalie May 20Current Online Banking Issues
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  Issues with transactions, recurring, rules, connectivity, and tracking credit card payments (edited)

  Closed Ter1990 43 views 1 comment 0 points Most recent by Coach Jon May 19Feedback
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  Bank of America Credit Card Payments cause merge of pending/cleared which breaks rules

  Closed bling 83 views 8 comments 0 points Most recent by Coach Jon May 18Troubleshooting
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  Merged: Transaction searching skips characters when updating results as you type (edited)

  Closed PMc 21 views 0 comments 0 points Most recent by sbennet1 May 18Report a Bug
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  Balances not reflecting pending transactions (edited)

  Closed rosachin21k 116 views 7 comments 0 points Most recent by Coach Natalie May 18Troubleshooting
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  Ability to sort transactions with the same date/Add a sorting logic (edited)

  Active RobWilk 25 views 3 comments 8 points Most recent by sea_compgeek May 17Feature Requests
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  Posting a transaction to a future date = no transaction

  Closed Jim Nissen 51 views 7 comments 0 points Most recent by EL1234 May 17Managing Your Transactions
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  Collapse All Months in Transaction table? (edited)

  Closed spamwich 49 views 1 comment 0 points Most recent by SRC54 May 16Managing Your Transactions
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  Ability to limit date range of downloaded transactions during the initial connection (edited)

  Active DryHeat 40 views 1 comment 4 points Most recent by SRC54 May 16Feature Requests
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  in quicken simplifi PayPal only shows "debit card transaction" where the payee should be

  Closed Kuhzah 96 views 10 comments 0 points Most recent by DryHeat May 16Adding and Updating Accounts
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  Is it possible to link an account but limit the dates of transactions downloaded?

  Answered ✓ Closed DryHeat 38 views 2 comments 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
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  Split transactions ignored when filtering on Category unless "Show split details" selected

  Closed DryHeat 146 views 16 comments 0 points Most recent by DryHeat May 14Feedback
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  Unable to save downloaded transaction after adding splits (edited)

  Closed L McGregor 41 views 6 comments 0 points Most recent by DryHeat May 13Feedback
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  Does the Statement name change when going from pending to cleared?

  Answered ✓ Closed sbennet1 96 views 8 comments 0 points Most recent by SRC54 May 12Managing Your Transactions
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  Missing transactions, duplicate transactions (edited)

  Closed KRS 28 views 1 comment 0 points Most recent by Coach Jon May 11Adding and Updating Accounts
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  Lots of errors this morning -- "error occurred," categorization changes

  Closed ejs 74 views 4 comments 0 points Most recent by Coach Jon May 11Troubleshooting
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  Unable to search transactions by tag (edited)

  Closed Lauriefalaurie 26 views 1 comment 2 points Most recent by Coach Natalie May 11Troubleshooting
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  Duplicate transactions issue with Barclays (edited)

  Closed Cholewi1 78 views 5 comments 0 points Most recent by Coach Kristina May 10Adding and Updating Accounts