Transactions

Discussion List

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

  Active Esings2Him 162 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 241 views 10 comments 0 points Most recent by Coach Natalie July 9Feedback
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  Automatically resize column widths to fit browser window (dynamic column sizing)

  Closed theebrain 81 views 2 comments 1 point Most recent by theebrain July 7Managing Your Transactions
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  Is there a way to duplicate or copy a transaction with splits to a new transaction?

  Answered ✓ Closed EGoff 62 views 1 comment 0 points Most recent by Coach Jon July 7Managing Your Transactions
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  Associated Bank credit card - Positive transactions showing up as negative (edited)

  Closed mmmartian 101 views 6 comments 0 points Most recent by DryHeat July 6Adding and Updating Accounts
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  Splits in Recurring & Other Splits Enhancements: Share your feedback here!

  Closed Coach Natalie 2K views 110 comments 0 points Most recent by Quicken Kirby July 6Feedback
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  Ability to edit the status of transactions (pending/cleared) from the transaction list directly

  Active ChrisWT314 73 views 3 comments 3 points Most recent by Coach Natalie July 6Feature Requests
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  Ability to sort transactions by multiple criteria/levels (edited)

  Active mmmartian 43 views 3 comments 6 points Most recent by EL1234 July 2Feature Requests
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  Features in Q Classic Simplifi Needs (edited)

  Closed Qsince92 62 views 1 comment 0 points Most recent by Coach Jon July 1Feedback
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  how do you remove Statements from category list on Transactions display in Simplifi

  Answered ✓ Closed msp04977 41 views 1 comment 0 points Most recent by Coach Jon July 1Managing Your Transactions
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  Ability to delete a transaction with one click (edited)

  Active raffi 182 views 6 comments 4 points Most recent by mmmartian July 1Feature Requests
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  Categorize receipts with AI and auto split transaction

  Closed dtorg1955 121 views 5 comments 0 points Most recent by Coach Natalie June 29Managing Your Transactions
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  Robinhood Transaction Wrong Sign

  Closed roshankarim 92 views 4 comments 0 points Most recent by Coach Jon June 29Adding and Updating Accounts
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  Merged: Hide the All Accounts balance at the top when viewing transactions. [Edited]

  Closed Dan DeWaal 31 views 0 comments 1 point Most recent by EL1234 June 28Feature Requests
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  How to create a receipt with multiple transactions

  Answered ✓ Closed matthewb 42 views 1 comment 0 points Most recent by Coach Kristina June 28Invoices, Estimates, & Sales Receipts
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  Recurring Transaction Matching Issue

  Answered ✓ Closed CROforce 161 views 6 comments 0 points Most recent by DryHeat June 28Troubleshooting
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  Bulk edit option for status field

  Active Norm6257 132 views 2 comments 4 points Most recent by Coach Kristina June 28Feature Requests
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  19

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  When clicking on "category" drop down, the current selected category should be auto-highlighted

  Active nichodamous 402 views 13 comments 19 points Most recent by Coach Kristina June 28Feature Requests
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  Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)

  Active harinath 1.1K views 35 comments 65 points Most recent by Coach Kristina June 27Feature Requests
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  Start from scratch??

  Answered ✓ Closed HMB21 82 views 1 comment 0 points Most recent by SRC54 June 27Troubleshooting
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  Merged: Quick delete for transactions

  Closed Big Grumpy 31 views 0 comments 3 points Most recent by SRC54 June 27Feature Requests
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  How to manage historic transactions pulled in from linked accounts as a new user? (edited)

  Answered ✓ Closed FrameAndFinance 141 views 3 comments 0 points Most recent by Coach Jon June 25Getting Started
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  Entering Transaction Even at 730am Still Defaulting to Yesterday's Date

  Closed SRC54 131 views 10 comments 0 points Most recent by EL1234 June 24Feedback
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  Three transactions posted as PENDING then dropped from Register

  Closed fromawayme 42 views 3 comments 0 points Most recent by fromawayme June 23Troubleshooting
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  Ability to create transactions from the details of scanned receipts (edited)

  Active MinB 261 views 6 comments 11 points Most recent by Max1223 June 20Feature Requests
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  "Everything else" in the Spending report on mobile is missing transactions (edited)

  Closed Randy17485 283 views 16 comments 0 points Most recent by dsfreddy June 20Report a Bug
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  Can keyboard Arrow keys be used to step through the transactions activity list?

  Answered ✓ Closed Micky1701 33 views 1 comment 0 points Most recent by Coach Jon June 18Managing Your Transactions
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  PayPal Credit, MasterCard and Crypto - STILL Missing Transactions

  Closed djb230elk 241 views 7 comments 2 points Most recent by Coach Jon June 18Adding and Updating Accounts
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  duplicate transactions still showing

  Closed nspi15 224 views 10 comments 0 points Most recent by nspi15 June 16Feedback