Transactions

Discussion List

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  Upload/Import transactions with attatchments (PDFs)

  Answered ✓ TexNolan 12 views 2 comments 0 points Most recent by TexNolan April 11Managing Your Transactions
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  The Split Transaction function does not allow you to split an item across several months

  zooey5253 33 views 3 comments 0 points Most recent by zooey5253 April 11Managing Your Transactions
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  Searching transactions on Web loses focus on the Search field while typing (edited)

  Closed TexNolan 52 views 3 comments 0 points Most recent by TexNolan April 10Troubleshooting
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Completed Closed buncha 4.8K views 138 comments 223 points Most recent by Coach Natalie April 10Feature Requests
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  Festivus is Over But I Still Have Grievances!

  Closed Tim Etherington 43 views 8 comments 0 points Most recent by Tim Etherington April 9Feedback
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  Can't create a category rule from a transaction (edited)

  Closed wavehowie 13 views 1 comment 0 points Most recent by Coach Natalie April 8Managing Your Transactions
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  Fidelity Visa Card account missing transactions

  Closed John Wells 12 views 1 comment 0 points Most recent by Coach Jon April 8Adding and Updating Accounts
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  Add thumbnail image icons to transactions to add some life and color (edited)

  gerard143 11 views 1 comment 0 points Most recent by Coach Natalie April 8Feature Requests
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  Transaction List Update: Share your feedback here!

  Closed Coach Natalie 2.2K views 193 comments 1 point Most recent by Coach Natalie April 7Feedback
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  When scrolling transactions, the screen auto-adjusts back to the top of the screen (edited)

  Closed bclifton01 23 views 2 comments 1 point Most recent by sbennet1 April 7Report a Bug
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  Hudson Valley Credit Union transactions not loading (edited)

  Closed Charles V 74 views 12 comments 0 points Most recent by Coach Natalie April 6Adding and Updating Accounts
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  Convert Reminders to a Transaction on the day they occur [edited] (1 Merged Vote)

  Active cwebbs60 1.1K views 48 comments 28 points Most recent by sbennet1 April 6Feature Requests
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  Target Red Card missing transactions and fake $0 transactions (edited)

  Closed royhova 56 views 3 comments 1 point Most recent by ericmn April 6Adding and Updating Accounts
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  New Feature Alert: Spending and Income Tabs in Your Registers!

  Closed Coach Natalie 323 views 1 comment 3 points Most recent by Coach Natalie April 3Updates From the Product Team
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  Close REMINDER and ENTER TRANSACTION at 12:00am on day of

  Closed woodsman 23 views 2 comments 0 points Most recent by SRC54 April 1Bills and Income
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  Transaction History Settings

  UrsulaA 691 views 24 comments 0 points Most recent by UrsulaA April 1Report a Bug
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  Editing linked transfer deletes one side of transaction

  ejs 121 views 5 comments 1 point Most recent by Coach Natalie April 1Report a Bug
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  Issues with bulk un-excluding transactions

  System 131 views 12 comments 0 points Most recent by Coach Natalie April 1Report a Bug
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  Transactions aren't showing

  Closed Mortimer Duke 12 views 1 comment 0 points Most recent by Mortimer Duke April 1Troubleshooting
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  Help with linking split transactions to recurring (edited)

  Closed shely6875 44 views 6 comments 0 points Most recent by DryHeat April 1Troubleshooting
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  No balance or transaction updates since friday (edited)

  Closed Dr Gene 12 views 1 comment 0 points Most recent by Coach Jon March 30Adding and Updating Accounts
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  Hovering over ---Split--- in Transaction List now Shows You the Split Amounts

  Closed SRC54 22 views 4 comments 1 point Most recent by Flopbot March 30Feedback
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  In Reports, show a count of transactions matching the filters

  GC_MC 21 views 2 comments 3 points Most recent by Coach Natalie March 30Feature Requests
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  2

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  Marking a recurring reminder as paid should put the transaction in "cleared" status (edited)

  MishaM 42 views 4 comments 2 points Most recent by TwelveSilverPennies March 30Feature Requests
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  Getting transaction amounts to show in reports run by category?

  Answered ✓ Closed foster13 14 views 1 comment 0 points Most recent by foster13 March 28Using Reports
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  How to use shared account (Husband & Wife), yet exclude certain information like gifts?

  Answered ✓ Closed KDC1996 73 views 4 comments 0 points Most recent by KDC1996 March 28Using Space Sharing
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  Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

  In Review achester99 3.2K views 69 comments 266 points Most recent by angeleyz21 March 27Feature Requests
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  Rename the "Payee" field to "Payee/Payor" (edited)

  Active perkin-warbeck 61 views 9 comments 6 points Most recent by RobWilk March 26Feature Requests
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  "undefined" shows up under Notes column after splitting a transaction with no notes!

  Closed KB2014 52 views 9 comments 1 point Most recent by KB2014 March 25Troubleshooting
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  Stop changing column displays and column names in reports (edited)

  Closed quick username 31 views 3 comments 0 points Most recent by Coach Marcus March 24Feedback