Transactions

Discussion List

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  8

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  Show the Transactional Data Limit gear icon without having to hover (edited)

  Active DryHeat 21 views 1 comment 8 points Most recent by sbennet1 March 24Feature Requests
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  How to see the cumulative balance after each entry line in transactions

  Answered ✓ Closed Andre Cheply 31 views 2 comments 0 points Most recent by Andre Cheply March 22Managing Your Transactions
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  Transfer category accounts list in transactions got drastically narrower after 6.11.0 update

  Closed KB2014 164 views 34 comments 0 points Most recent by DryHeat March 22Troubleshooting
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  Cannot enter recurring or manual transaction that will be due over a year (365 days) from today

  Closed Andre Cheply 51 views 11 comments 0 points Most recent by SRC54 March 20Bills and Income
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  Simplifi CSV Import — Category with "/" Not Recognized

  Closed JMQkn 13 views 2 comments 0 points Most recent by Coach Jon March 20Troubleshooting
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  289
  Split transactions should be treated as separate transactions (2 Merged Votes)

  Completed Closed bcrossman 5.2K views 167 comments 289 points Most recent by bcrossman March 20Feature Requests
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  QBP: Zelle payments should not automatically be transfers (edited)

  Active Eric D 41 views 5 comments 8 points Most recent by EL1234 March 18Quicken Business & Personal Feature Requests
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  Optum FSA Account Transaction Activity does not align with Simplifi/FDP-102/FDP-2001/to.100 (edited)

  jhst 132 views 26 comments 0 points Most recent by Coach Jon March 18Adding and Updating Accounts
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  Bank of America hasn't updated since Feb 13th / Care Code: 2204

  Closed System 32 views 6 comments 0 points Most recent by Coach Jon March 17Adding and Updating Accounts
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  Transaction Detail view on Android phone doesn't quite fit on screen

  Closed DryHeat 51 views 11 comments 0 points Most recent by Coach Jon March 17Report a Bug
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  Transactions Stopped Downloading - Wells Fargo and Discover (edited)

  Closed Thomas56 165 views 21 comments 0 points Most recent by Coach Natalie March 16Adding and Updating Accounts
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  Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)

  Active harinath 661 views 32 comments 59 points Most recent by Dre March 15Feature Requests
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  Merged: Add “Duplicate” to the transaction ••• (three‑dot) menu

  Closed Dre 11 views 0 comments 4 points Most recent by Dre March 15Feature Requests
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  Please put rules back on the transactions under the payee where it used to be (edited)

  Closed Rghsfl 11 views 1 comment 0 points Most recent by Coach Kristina March 15Managing Your Transactions
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  Balances and transactions out of sync

  Closed ChrisWT314 13 views 2 comments 0 points Most recent by SRC54 March 15Adding and Updating Accounts
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  Unable to split paycheck, adding split amounts only increases amount to split

  Answered ✓ Closed D_Oldham 104 views 14 comments 1 point Most recent by DryHeat March 14Managing Your Transactions
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  Search By Check Number

  Closed John Kostenbader 21 views 2 comments 0 points Most recent by John Kostenbader March 14Feedback
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  Why did you change the format for downloading transactions?

  Answered ✓ Closed Gonzalo Eyzaguirre 21 views 1 comment 0 points Most recent by DryHeat March 12Managing Your Transactions
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  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 193 views 22 comments 0 points Most recent by EL1234 March 11Report a Bug
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  Past due bills cannot link to transaction (edited)

  Closed RobI 21 views 4 comments 0 points Most recent by Coach Natalie March 11Troubleshooting
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  2
  Add an 'Attachments' column to Reports (edited)

  Completed Closed Dick_Davis 11 views 1 comment 2 points Most recent by Coach Natalie March 11Feature Requests
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  Pending expenses downloaded as income (edited)

  Closed squirrelbeforesunset 21 views 3 comments 0 points Most recent by Coach Jon March 11Troubleshooting
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  3
  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Completed Closed afrancisco87 161 views 6 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  4
  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Completed Closed UrsulaA 31 views 5 comments 4 points Most recent by EL1234 March 10Feature Requests
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  2
  Web App: Display the full category path when searching the categories list on transactions

  Completed Closed asheroto 41 views 3 comments 2 points Most recent by bobthemoneyguy March 9Feature Requests
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  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 71 views 4 comments 6 points Most recent by Jds March 8Feature Requests
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  54

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  Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)

  Active Chris 740 views 35 comments 54 points Most recent by EL1234 March 8Feature Requests
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  Split transactions still don't have a notes section or ability to exclude (edited)

  Closed Silverthorne 21 views 1 comment 1 point Most recent by Coach Kristina March 7Managing Your Transactions
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  Merged: No longer seeing "pending" transactions at the top of the register

  Closed nicko 51 views 0 comments 0 points Most recent by LW2000 March 6Managing Your Transactions