Transactions

Discussion List

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  USAA - Missing Transactions (edited)

  Closed DryHeat 122 views 13 comments -1 point Most recent by DryHeat November 2025Adding and Updating Accounts
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  -1

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  Rename 'Check #' to "Check/Reference #" (edited)

  Dick_Davis 41 views 5 comments -1 point Most recent by EL1234 November 2025Feature Requests
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  111

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  Full Payee descriptions are needed (edited)

  In Review mjodotcom 683 views 57 comments 111 points Most recent by 110011 November 2025Feature Requests
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  Merged: Target Circle Credit Card Not Updating Transactions

  Closed TiggerTrainer 1 view 0 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Checking accounts are often not current even after multiple updates (edited)

  Closed MareBear 32 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Spending and Income Tabs in Your Registers: Share your feedback here!

  Announcement Coach Natalie 100 views 9 comments 0 points Most recent by EL1234 November 2025Early Access User Feedback
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  New Feature Alert: Spending and Income Tabs in Your Registers!

  Closed Coach Natalie 225 views 0 comments 3 points Started by Coach Natalie November 2025 Updates From the Product Team
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  Merged: USAA transactions not downloading

  Closed lizgraydvm 21 views 0 comments 0 points Most recent by DryHeat November 2025Adding and Updating Accounts
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  Include both 'Posted Date' and 'Transaction Date' for transactions (edited)

  Active mmmartian 32 views 2 comments 14 points Most recent by RobWilk November 2025Feature Requests
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  Add Tags to Transactions in Spending Plan

  Closed MikeZ 41 views 3 comments 4 points Most recent by Coach Natalie November 2025Using the Spending Plan
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  Add a "Create and New" button in the Create Transaction window (edited)

  Active akogan 32 views 4 comments 7 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Creating multiple transactions

  Closed RipTWD 1 view 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  where did comments/tagging section go?

  Closed Kartad 21 views 1 comment 1 point Most recent by SRC54 November 2025Troubleshooting
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  Some transactions included in download/export are not visible in the account transaction list

  Closed Silverthorne 12 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  Check Number Field Missing after 4.83.0 Upgrade (edited)

  Closed West Winds 267 views 26 comments 0 points Most recent by scott1982 November 2025Report a Bug
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  is there a way to bulk update accounts/transactions to not be excluded from spending reports?

  Answered ✓ Closed hubert.casimiro 32 views 1 comment 1 point Most recent by SRC54 November 2025Managing Your Transactions
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  Merged: Check Number column removed (edited)

  Closed lowestvvoice 21 views 0 comments 0 points Most recent by EL1234 November 2025Managing Your Transactions
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 177 views 29 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  OceanFirst Bank -- transactions not syncing

  Closed ejs 21 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Export missing data: the last straw :(

  Closed Max1223 94 views 7 comments 1 point Most recent by SRC54 November 2025Feedback
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  Display of Uncategorized

  Closed J3rabb 31 views 3 comments 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  Simplifi Suggestions (edited)

  Closed tomba51 34 views 3 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  Pending vs. Cleared transactions

  Closed tim40 59 views 4 comments 0 points Most recent by tim40 November 2025Categories and Tags
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  Help linking a manual investment transaction as a transfer (edited)

  Closed maxvv 33 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  Transaction registers: we'd love your input

  Closed Quicken Kirby 772 views 24 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  MidwestOne Bank Pending Transactions - Counted as the opposite type in "Bank Balance"

  Closed y0xn9xds 44 views 3 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Backup prior to import?

  Answered ✓ Closed jude_est 48 views 2 comments 0 points Most recent by DryHeat November 2025Getting Started
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  Will quicken simplify do automated reconciliations of linked personal bank and credit card accounts,

  Answered ✓ Closed M0neyM@n 58 views 1 comment 0 points Most recent by SRC54 November 2025Getting Started
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  Missing Transactions from Manual Accounts

  Closed QuentonL 62 views 8 comments 0 points Most recent by QuentonL November 2025Managing Your Transactions
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  Why isn't my new rule being applied?

  Closed kaltorak 62 views 7 comments 0 points Most recent by DryHeat October 2025Troubleshooting