Transactions

Discussion List

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  13

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  Include both 'Posted Date' and 'Transaction Date' for transactions (edited)

  Active mmmartian 26 views 2 comments 13 points Most recent by RobWilk November 2025Feature Requests
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  Add Tags to Transactions in Spending Plan

  Closed MikeZ 42 views 3 comments 4 points Most recent by Coach Natalie November 2025Using the Spending Plan
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  Merged: Creating multiple transactions

  Closed RipTWD 5 views 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  7

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  Add a "Create and New" button in the Create Transaction window (edited)

  Active akogan 32 views 4 comments 7 points Most recent by DryHeat November 2025Feature Requests
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  where did comments/tagging section go?

  Closed Kartad 27 views 1 comment 1 point Most recent by SRC54 November 2025Troubleshooting
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  Some transactions included in download/export are not visible in the account transaction list

  Closed Silverthorne 18 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  Check Number Field Missing after 4.83.0 Upgrade (edited)

  Closed West Winds 256 views 26 comments 0 points Most recent by scott1982 November 2025Report a Bug
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  is there a way to bulk update accounts/transactions to not be excluded from spending reports?

  Answered ✓ Closed hubert.casimiro 28 views 1 comment 1 point Most recent by SRC54 November 2025Managing Your Transactions
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  Merged: Check Number column removed (edited)

  Closed lowestvvoice 24 views 0 comments 0 points Most recent by EL1234 November 2025Managing Your Transactions
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 144 views 29 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  OceanFirst Bank -- transactions not syncing

  Closed ejs 25 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Export missing data: the last straw :(

  Closed Max1223 93 views 7 comments 1 point Most recent by SRC54 November 2025Feedback
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  Display of Uncategorized

  Closed J3rabb 25 views 3 comments 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  Simplifi Suggestions (edited)

  Closed tomba51 39 views 3 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 41 views 3 comments 7 points Most recent by RobWilk November 2025Feature Requests
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  Pending vs. Cleared transactions

  Closed tim40 45 views 4 comments 0 points Most recent by tim40 November 2025Categories and Tags
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  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 78 views 10 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Help linking a manual investment transaction as a transfer (edited)

  Closed maxvv 36 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  Transaction registers: we'd love your input

  Closed Quicken Kirby 754 views 24 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  MidwestOne Bank Pending Transactions - Counted as the opposite type in "Bank Balance"

  Closed y0xn9xds 35 views 3 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Backup prior to import?

  Answered ✓ Closed jude_est 43 views 2 comments 0 points Most recent by DryHeat November 2025Getting Started
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  Will quicken simplify do automated reconciliations of linked personal bank and credit card accounts,

  Answered ✓ Closed M0neyM@n 46 views 1 comment 0 points Most recent by SRC54 November 2025Getting Started
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  Missing Transactions from Manual Accounts

  Closed QuentonL 55 views 8 comments 0 points Most recent by QuentonL November 2025Managing Your Transactions
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  Why isn't my new rule being applied?

  Closed kaltorak 56 views 7 comments 0 points Most recent by DryHeat October 2025Troubleshooting
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  Automated Labeling based on transaction characteristics

  Closed dbs2025 24 views 1 comment 1 point Most recent by Coach Jon October 2025Managing Your Transactions
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  Ability to track IOU's from friends in accounts like Venmo/CashApp (1 Merged Vote)

  Active amidzicigor 690 views 5 comments 12 points Most recent by Coach Natalie October 2025Feature Requests
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  How to get loan payment transactions in both checking and loan accounts?

  Answered ✓ Closed gern 35 views 2 comments 0 points Most recent by DryHeat October 2025Managing Your Transactions
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  20
  Ability to deselect Subcategories in Filters when the Parent Category is selected (edited)

  Completed Closed Norm6257 170 views 9 comments 20 points Most recent by EL1234 October 2025Feature Requests
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  Tags list in a transaction in the Spending Plan not in alphabetical order

  Closed MishaM 97 views 11 comments 0 points Most recent by DannyB October 2025Report a Bug
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  All My Recurring Transaction Series Disappeared!!!

  Closed anold 268 views 43 comments 0 points Most recent by Coach Jon October 2025Report a Bug for Quicken Business & Personal