Transactions

Discussion List

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  8

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  Create a new and separate Cash Transaction that is split from a Cash & ATM withdrawal (edited)

  Active bcrossman 114 views 11 comments 8 points Most recent by egal September 2025Feature Requests
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  SoFi Roth Linked But No Transactions

  Closed MikeZ 7 views 1 comment 0 points Most recent by MikeZ September 2025Adding and Updating Accounts
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  roommate's portion of rent (edited)

  Answered ✓ Closed TK_25 37 views 3 comments 0 points Most recent by SRC54 September 2025Bills and Income
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  Add a "Select All Flags" checkbox (edited)

  Closed JustinK 17 views 1 comment 1 point Most recent by Coach Jon September 2025Feedback
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  Workaround – Attaching Notes and Documents to Accounts (edited)

  Closed Dick_Davis 11 views 0 comments 0 points Started by Dick_Davis September 2025 Managing Your Transactions
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  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 243 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 48 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
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  New Chase CC Transactions Not Showing Up on Simplifi

  Closed Ramin 45 views 5 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Transactions Missing From Income & Expense Report (edited)

  Closed Dick_Davis 66 views 6 comments 0 points Most recent by Dick_Davis September 2025Using Reports
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  Invoice payment dates are not reflecting the transaction date (edited)

  Closed cloudquick 214 views 32 comments 0 points Most recent by Coach Natalie September 2025Report a Bug for Quicken Business & Personal
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  Sub categories will not display on iPad web browser (edited)

  Closed TommyS 38 views 6 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Transaction activity headers missing on mobile (edited)

  Closed TommyS 38 views 10 comments 0 points Most recent by TommyS September 2025Troubleshooting
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  How long can a Pending Transaction Remain in this State (4.76.0)

  Closed Dick_Davis 24 views 3 comments 0 points Most recent by EL1234 September 2025Managing Your Transactions
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  Issue Importing CSV into Checking Account

  Closed Gotay 20 views 2 comments 0 points Most recent by DryHeat September 2025Feedback
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  Why is the transaction categorization so... bad?

  Closed Dognose 63 views 5 comments 0 points Most recent by Coach Jon September 2025Managing Your Transactions
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  Transactions pending from Chase for over a week

  Closed Oogway 58 views 8 comments 0 points Most recent by Oogway September 2025Adding and Updating Accounts
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  Can Simplifi track both sides of a transfer from a brokerage account to a bank checking account

  Closed GMS4QS 23 views 1 comment 0 points Most recent by Coach Jon September 2025Managing Your Transactions
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  Transaction naming and categorization apply only to Pending transactions, and change once Cleared

  Closed tylermdunn 10 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  Mobile App: Move the 'Reviewed' checkmark to the left side of transactions (edited)

  trd716 26 views 3 comments -1 point Most recent by Coach Natalie September 2025Feature Requests
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  Register duplicating entries when changing Reconciliation Type

  Closed The last straw 8 views 1 comment 0 points Most recent by Coach Kristina September 2025Troubleshooting
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  Erroneous balance on manual account

  Closed oldit51 32 views 3 comments 0 points Most recent by oldit51 September 2025Adding and Updating Accounts
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  Merged: Amazon Transaction Detail

  Closed Gibsongirl547 1 view 0 comments 2 points Started by Gibsongirl547 September 2025 Feature Requests
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  Shift click to select a range of transactions does not work on Mac

  Closed N4KHQ 40 views 4 comments 0 points Most recent by N4KHQ September 2025Troubleshooting
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  End of year archive/processing (edited)

  Active rickthau 95 views 6 comments 10 points Most recent by Coach Natalie September 2025Feature Requests
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  24

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  Ability to Filter Transactions by an Amount Range (edited)

  Active Money Manager 95 views 7 comments 24 points Most recent by Max1223 September 2025Feature Requests
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  Issue with searching transactions (edited)

  Closed Dick_Davis 58 views 7 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  Even out check arrival month in spending plan

  Closed resaxon 13 views 1 comment 2 points Most recent by Coach Natalie September 2025Feedback
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  If Payee is new, set Category to Uncategorized

  Active DavidB 21 views 1 comment 6 points Most recent by Dognose September 2025Feature Requests
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  Posted date transaction vs actual

  Closed Earvin 18 views 2 comments 0 points Most recent by Coach Natalie September 2025Feedback
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  Pending transactions that are linked to recurring don't show as "paid" in Bills & Income (edited)

  BenB 70 views 10 comments 2 points Most recent by Coach Kristina September 2025Feedback