Transactions

Discussion List

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  Ability to create transactions from the details of scanned receipts (edited)

  Active MinB 165 views 3 comments 10 points Most recent by Max1223 December 2025Feature Requests
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  Transaction export

  Closed IHasAQuestion 23 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
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  Elevations Credit Union - Linking caused transactions to be downloaded into 2 accounts

  Closed System 11 views 2 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Transactions in accounts setup to include in Reports are being excluded

  Closed ThadW 78 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
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  Ability to filter transactions by Pending/Cleared (edited)

  In Review Mike0514 17 views 1 comment 2 points Most recent by Coach Natalie December 2025Feature Requests
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  Display future-dated transactions/reminders in account registers [edited] (1 Merged Vote)

  Active Tickko 1.7K views 42 comments 62 points Most recent by EL1234 December 2025Feature Requests
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  Merged: Suggestion: Add at toggle to the Register to show/hide future dated transactions

  Closed EL1234 11 views 0 comments 1 point Most recent by DryHeat December 2025Feature Requests
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  Reviewed Flag is being reset

  Closed Ruonline 89 views 13 comments 0 points Most recent by EL1234 December 2025Troubleshooting
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  Ability to Link multiple Transactions to a single Recurring Bill at one time (edited)

  In Review EODelf 2.3K views 52 comments 130 points Most recent by Quicken Kirby December 2025Feature Requests
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  Web App: Hide the page scrollbar when it's not needed (edited)

  Active Marcin 53 views 3 comments 3 points Most recent by Coach Natalie December 2025Feature Requests
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  Ability to have pending transactions count toward Projected Cash Flow while using 'Bank Balance'

  Active bob303727 136 views 7 comments 2 points Most recent by bob303727 December 2025Feature Requests
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  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 22 views 1 comment 1 point Most recent by Coach Natalie December 2025Quicken Business & Personal Feature Requests
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  Creating Manual Investment Account - Balance showing zero, no shares

  Closed grahamtj01 70 views 4 comments 0 points Most recent by grahamtj01 December 2025Adding and Updating Accounts
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  Why are Zelle payments automatically classified as Transfers when they are payments?

  Closed 110011 138 views 11 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 386 views 15 comments 20 points Most recent by SRC54 December 2025Feature Requests
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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 213 views 9 comments 10 points Most recent by TiggerTrainer December 2025Feature Requests
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  Check # field is missing on the mobile app

  Closed System 136 views 16 comments 0 points Most recent by Coach Jon December 2025Report a Bug
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  Amount Matching: "Limited Range" option not matching correctly (edited)

  DryHeat 240 views 23 comments 0 points Most recent by Coach Jon December 2025Feedback
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  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Closed Dick_Davis 55 views 5 comments 0 points Most recent by Dick_Davis December 2025How do you Quicken Simplifi?
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  Merged: Limited Ranged in Series not being Honored

  Closed nmnmnmnmn 1 view 0 comments 0 points Started by nmnmnmnmn December 2025 Troubleshooting
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  Pending false Payment to Apple Card

  Closed N4KHQ 34 views 3 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
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  How to display all category levels in Quicken Simplifi register?

  Closed Eric D 33 views 2 comments 0 points Most recent by Coach Natalie December 2025Managing Your Transactions
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  Create rule within transaction category removed

  Closed wavehowie 50 views 1 comment 0 points Most recent by Coach Natalie December 2025Feedback
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  Moving a transaction to a future date disappears and does not generate a reminder

  Closed nestorbast 420 views 14 comments 1 point Most recent by bvw123 November 2025Bills and Income
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  Adding back tag field to spending report

  Closed zipfamily 72 views 8 comments 0 points Most recent by DryHeat November 2025Using Reports
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  Categorizing Pending Transactions on a Credit Card causes transactions to disappear

  Closed OldTimeQuickUser 31 views 1 comment 0 points Most recent by Coach Natalie November 2025Managing Your Transactions
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  Pending Transactions showing reversed (ie: as positive instead of negative) on multiple accounts

  Closed SmittyVA 56 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Position the selection for the category at the one selected.

  Closed dtorg1955 12 views 1 comment 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  1
  Ability to re-order the Columns in Transaction Activity (edited)

  Completed Closed cas-sea 76 views 2 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
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  10
  Ability to sort register by Tags (edited)

  Completed Closed bowgy4 79 views 5 comments 10 points Most recent by Coach Natalie November 2025Feature Requests