Transactions

Discussion List

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  Merged: Amex transactions disappeared last night

  Closed John Dressel 31 views 0 comments 0 points Most recent by SRC54 May 1Managing Your Transactions
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  How to not have automatic transfers to savings count as income? (edited)

  Answered ✓ Closed Kelacom 83 views 7 comments 1 point Most recent by DryHeat April 30Categories and Tags
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  "Apply rule to existing transactions" is not working

  Closed cyberstackn 239 views 8 comments 1 point Most recent by Coach Natalie April 30Troubleshooting
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  2
  Transfer Transactions: Remove non-functional "Exclude From Report" option

  Obsolete RobWilk 74 views 5 comments 2 points Most recent by Coach Natalie April 29Feature Requests
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  Recurring Balance Adjustment Transaction "Marked as Paid" NOT excluded from Reports (edited)

  Closed MishaM 26 views 1 comment 0 points Most recent by Coach Jon April 29Troubleshooting
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  41

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  Add a Filter for "Untagged" (edited)

  Active SZR 361 views 17 comments 41 points Most recent by SRC54 April 29Feature Requests
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  Updating transactions re-expands the pending section (edited)

  Closed MorganSD 52 views 6 comments 0 points Most recent by EL1234 April 28Troubleshooting
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  Help importing transactions (edited)

  Closed waysie 20 views 1 comment 0 points Most recent by Coach Jon April 28Managing Your Transactions
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  24

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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 456 views 18 comments 24 points Most recent by EL1234 April 28Feature Requests
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  Barclays Credit Card Account Loaded but No Transactions

  Closed 2bluwings 438 views 33 comments 1 point Most recent by AGC April 27Adding and Updating Accounts
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  3
  Ability to include Transfers in Reports (edited)

  Completed Closed jgold1996 546 views 11 comments 3 points Most recent by Coach Natalie April 27Feature Requests
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  Barclays pending transactions show as credits

  Closed eperker 64 views 4 comments 0 points Most recent by Coach Natalie April 27Adding and Updating Accounts
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  "An error occurred. Please try again" message after entering a transaction (edited)

  Closed JeffCB 39 views 3 comments 0 points Most recent by SRC54 April 26Troubleshooting
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  Program only pulling in 90 days worth of data (edited)

  Closed Irene H 25 views 2 comments 0 points Most recent by Irene H April 25Adding and Updating Accounts
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  Amount Matching: "Limited Range" option not matching correctly (edited)

  Closed DryHeat 524 views 31 comments 0 points Most recent by DryHeat April 24Report a Bug
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  How to link Transaction to Invoice if not available as an option?

  Answered ✓ Closed cloudquick 84 views 9 comments 0 points Most recent by Coach Jon April 24Invoices, Estimates, & Sales Receipts
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  Keeping track of one category of payments

  Answered ✓ Closed grandmaSB 20 views 2 comments 0 points Most recent by grandmaSB April 24Managing Your Transactions
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  Shortcut to finding daily uncategorized transactions

  Closed Robert48314 49 views 4 comments 0 points Most recent by EL1234 April 23Managing Your Transactions
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  Adding notes to split transactions (edited)

  Closed Robert48314 22 views 2 comments 0 points Most recent by Robert48314 April 23Managing Your Transactions
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  Help finding and removing transactions assigned to Account: Unknown (edited)

  Closed SmittyVA 161 views 11 comments 0 points Most recent by Coach Jon April 23Troubleshooting
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  Venmo keeps disconnecting and not showing transactions (edited)

  Closed Liam Soper 42 views 1 comment 0 points Most recent by Coach Natalie April 23Adding and Updating Accounts
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  2

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  Mobile App: Add "Most Used Categories" in the categories list (edited)

  Active Bartman682 15 views 0 comments 2 points Started by Bartman682 April 23 Feature Requests
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  Feedback on projected balance, entering transactions, and reconciling (edited)

  Answered ✓ Closed Walter.louro 23 views 1 comment 0 points Most recent by SRC54 April 21Feedback
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  Some posted transactions not downloading from Wells Fargo (edited)

  Closed Alexem 41 views 3 comments 0 points Most recent by Coach Jon April 21Adding and Updating Accounts
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  Deletion Security Prompts

  Closed Simpli_User_101 44 views 3 comments 0 points Most recent by Simpli_User_101 April 19Feedback
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  5
  Transaction Activity column selections in Reports, Watchlists, and the Spending Plan should stick

  In Progress Max1223 599 views 33 comments 5 points Most recent by UrsulaA April 17Feature Requests
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  Minimized sections get expanded after marking transactions as reviewed with "reviewed" filter set

  Closed System 56 views 9 comments 1 point Most recent by EL1234 April 17Feedback
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  How do I add a flag field to transactions?

  Answered ✓ Closed rwales10 20 views 1 comment 0 points Most recent by Coach Jon April 16Managing Your Transactions
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  116
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  Completed Closed 2sonsjim 1.6K views 56 comments 116 points Most recent by Coach Natalie April 16Feature Requests
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  Escape key to dismiss modals forces a scroll to the top of the transaction list

  Closed bling 53 views 5 comments 1 point Most recent by Coach Natalie April 16Report a Bug