Transactions

Discussion List

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  Changes to transaction export? (edited)

  Closed John CB 92 views 4 comments 1 point Most recent by John CB January 14Managing Your Transactions
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  Stop automatic category assignment/leave category blank for downloaded transactions (edited)

  Active CodePoet 782 views 21 comments 16 points Most recent by Satch January 14Feature Requests
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  Ability to import transactions via CSV more than once (edited)

  Active Vince 132 views 3 comments 10 points Most recent by sbennet1 January 13Feature Requests
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  Transfer to a retirement account to a FSA/HSA, allow to mark as pre-tax for reports?

  Answered ✓ Closed TiggerTrainer 28 views 1 comment 0 points Most recent by SRC54 January 13Categories and Tags
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  Mr. Cooper mortgage account - set to manual and now payments show as income (edited)

  Closed Nancy Roberts 126 views 13 comments 0 points Most recent by Nancy Roberts January 12Troubleshooting
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  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 97 views 12 comments 0 points Most recent by Coach Natalie January 12Report a Bug
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  hitting Enter after inputting "Notes" in transaction columns view is cumbersome

  Closed scotte 43 views 8 comments 3 points Most recent by EL1234 January 12Managing Your Transactions
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  Merged: Target Circle card - transactions not downloading (edited)

  Closed elvisize 1 view 0 comments 0 points Started by elvisize January 12 Adding and Updating Accounts
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  Mistakenly updated transaction to a future date - now I cannot find it

  Answered ✓ Closed Mango2024 39 views 3 comments 0 points Most recent by EL1234 January 11Managing Your Transactions
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  Merged: Filter by day of month in the transaction register and the amount high and low.

  Closed sbennet1 1 view 0 comments 1 point Started by sbennet1 January 9 Feature Requests
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  Add Labels to Flags

  Active Flopbot 316 views 20 comments 34 points Most recent by Dick_Davis January 9Feature Requests
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  Ability to search for original payees/"Appears on your statement as..." info (edited)

  Active MovingFromMint 150 views 6 comments 32 points Most recent by sbennet1 January 7Feature Requests
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  "Apply rule to existing transactions" is not working

  cyberstackn 111 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 78 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 86 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 20 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 80 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 27 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 29 views 2 comments 6 points Most recent by EL1234 January 3Feature Requests
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  Add Keyboard Shortcuts (edited)

  Active bickabah 498 views 25 comments 48 points Most recent by kaltorak January 3Feature Requests
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  Color coding tags/categories/accounts (edited)

  Active shinyllama 103 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 15 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 212 views 14 comments 0 points Most recent by Coach Jon January 2Troubleshooting
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  Merged: I deleted a tag, then QS created a "NA"/ "Unknown" Tag

  Closed Max1223 130 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 139 views 30 comments 0 points Most recent by EL1234 January 2Adding and Updating Accounts
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  Tags vs Notes

  Answered ✓ Closed MTav8biz 47 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 24 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 65 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 50 views 5 comments 0 points Most recent by Jerrod December 2025Troubleshooting