Transactions

Discussion List

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  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 11 views 0 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
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  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 1 view 0 comments 0 points Started by Dick_Davis December 2025 Managing Your Transactions
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  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 1 view 0 comments 0 points Started by Dick_Davis December 2025 Managing Your Transactions
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  Ability to filter reviewed/unreviewed and uncategorized transactions easily (edited)

  Active perrynmyers 712 views 19 comments 43 points Most recent by AlarmClock74 December 2025Feature Requests
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  Home Value Change is not a Transaction

  Closed e39e60 12 views 1 comment 0 points Most recent by DryHeat December 2025Feedback
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  Advance Rules broke most existing rules for Income.

  Closed N4KHQ 58 views 4 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
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  No Transactions Retrieved From Citizens Bank Since 12/9 (edited)

  Closed MikeZ 261 views 16 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Can recurring reminders be automatically entered as pending transactions the day of? (edited)

  Answered ✓ Closed eeb4th 90 views 7 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
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  Transaction Activity Panel does not show transaction dates

  Closed nrp06 54 views 4 comments 0 points Most recent by SRC54 December 2025Report a Bug
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  Merged: Category has shifted to Payee in Transaction Activity for one account

  Closed dont 11 views 0 comments 0 points Most recent by dont December 2025Managing Your Transactions
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  Ability to link or tie Savings Goals contributions/withdraws to transactions (edited)

  Active andrew1030 673 views 12 comments 64 points Most recent by RDMitra December 2025Feature Requests
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  Ability to create transactions from the details of scanned receipts (edited)

  Active MinB 170 views 3 comments 10 points Most recent by Max1223 December 2025Feature Requests
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  Transaction export

  Closed IHasAQuestion 26 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 13 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 100 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 21 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 1.8K 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 117 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 131 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 55 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 155 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 23 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 85 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 148 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 390 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 232 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 139 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 298 views 23 comments 0 points Most recent by Coach Jon December 2025Feedback