Transactions

Discussion List

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  45
  Ability to filter reviewed/unreviewed and uncategorized transactions easily (edited)

  Completed Closed perrynmyers 1.3K views 23 comments 45 points Most recent by Coach Natalie August 12Feature Requests
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  Mobile App: Show Tags in Transaction List (edited)

  Active vollmas 56 views 1 comment 3 points Most recent by Coach Natalie August 12Feature Requests
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  8
  Show the Transactional Data Limit gear icon without having to hover (edited)

  Completed Closed DryHeat 52 views 2 comments 8 points Most recent by Coach Natalie August 11Feature Requests
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  60
  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  Completed david42960 971 views 34 comments 60 points Most recent by Levanima August 7Feature Requests
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  Typing in the amount field is a bad UI experience (edited)

  Closed mellamokb 265 views 13 comments 1 point Most recent by EL1234 August 5Report a Bug
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  Discover Credit Card Now Capital One – Messed up Transactions (edited)

  Closed Dick_Davis 173 views 4 comments 0 points Most recent by DryHeat August 4Adding and Updating Accounts
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  Discover Credit Card transition to Capital One - No transactions prior to April 30 (edited)

  Closed Cschaumburg 294 views 3 comments 0 points Most recent by Coach Natalie August 3Adding and Updating Accounts
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  Optum FSA Account Transaction Activity does not align with Simplifi/FDP-102/FDP-2001/to.100 (edited)

  Closed jhst 481 views 32 comments 0 points Most recent by Coach Natalie August 3Adding and Updating Accounts
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  Accounts/transactions aren't updating (edited)

  Closed Brainnrse 80 views 1 comment 0 points Most recent by Coach Kristina August 1Adding and Updating Accounts
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  New Feature Alert: Enhanced Transaction List Toolbar!

  Closed Coach Natalie 791 views 2 comments 2 points Most recent by Coach Natalie July 31Updates From the Product Team
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  No Discover transactions since last week

  Closed System 198 views 4 comments 0 points Most recent by Thomas56 July 30Adding and Updating Accounts
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  24

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  Mobile Phone Widget for 'Recent Transactions' (edited)

  In Review RCA 264 views 8 comments 24 points Most recent by Bartman682 July 29Feature Requests
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  Discover transactions before 3 months ago are missing, and only loan account is showing to link

  Closed jerryvetter 52 views 2 comments 0 points Most recent by Coach Jon July 29Adding and Updating Accounts
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  Make Splits separate transactions to be handled independently but marked as a split.

  Closed Moralessalsidoj 110 views 4 comments 1 point Most recent by SRC54 July 28Managing Your Transactions
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  How to edit and change multiple transactions at once in the mobile app? (edited)

  Answered ✓ Closed ps56k 230 views 7 comments 0 points Most recent by ps56k July 28Managing Your Transactions
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  Editing linked transfer deletes one side of transaction

  Closed ejs 207 views 7 comments 1 point Most recent by Coach Natalie July 27Report a Bug
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  Is there a way to shut off the exclude feature? (edited)

  Closed Kim Wilhelmson 84 views 1 comment 1 point Most recent by DryHeat July 25Managing Your Transactions
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  74

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  Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

  Active WWi 3K views 39 comments 74 points Most recent by hangingchad July 23Feature Requests
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  PayPal Credit, MasterCard and Crypto missing transactions (edited)

  Closed ReedD 236 views 5 comments 0 points Most recent by Coach Jon July 22Adding and Updating Accounts
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  Recurring Income Transaction Does Not Post with the Exclusion Settings Set in the Series (edited)

  Closed pastchief8 135 views 9 comments 0 points Most recent by SRC54 July 19Troubleshooting
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  Duplicate transactions showing in account (edited)

  Closed Thomas56 303 views 8 comments 0 points Most recent by DryHeat July 17Managing Your Transactions
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  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 39 views 2 comments 3 points Most recent by rco July 16Feature Requests
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  5

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  Keep Past Due Items in Projected Cash Flow Until Resolved (edited)

  Active AlfredoR 50 views 0 comments 5 points Started by AlfredoR July 15 Feature Requests
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  Notes disappeared from customize columns

  Closed MinB 110 views 4 comments 0 points Most recent by SRC54 July 14Troubleshooting
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  Looking to automate some transaction classifications based on the owner or last 4 (edited)

  Closed ByJam 79 views 1 comment 0 points Most recent by Coach Jon July 13Managing Your Transactions
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  Bring back the "Tight" transaction row spacing option (edited)

  Active MWA 126 views 3 comments 1 point Most recent by Coach Natalie July 13Feature Requests
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  PENDING Transactions NOT clearing and then dropped from the register (edited)

  Closed fromawayme 70 views 2 comments 0 points Most recent by EL1234 July 13Adding and Updating Accounts
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  5

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  When exporting a single account's transactions, add the account name to the CSV file (edited)

  Active Esings2Him 180 views 5 comments 5 points Most recent by dsfreddy July 12Feature Requests
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  Enhanced Transaction Search: Share your feedback here!

  Closed Coach Natalie 284 views 10 comments 0 points Most recent by Coach Natalie July 9Feedback