Transactions

Discussion List

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

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

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by Dick_Davis December 2025Managing Your Transactions
• 
  43

  Up Down
  Ability to filter reviewed/unreviewed and uncategorized transactions easily (edited)

  Active perrynmyers 731 views 19 comments 43 points Most recent by AlarmClock74 December 2025Feature Requests
• 
  Home Value Change is not a Transaction

  Closed e39e60 13 views 1 comment 0 points Most recent by DryHeat December 2025Feedback
• 
  Advance Rules broke most existing rules for Income.

  Closed N4KHQ 64 views 4 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
• 
  No Transactions Retrieved From Citizens Bank Since 12/9 (edited)

  Closed MikeZ 307 views 16 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
• 
  Can recurring reminders be automatically entered as pending transactions the day of? (edited)

  Answered ✓ Closed eeb4th 104 views 7 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
• 
  Transaction Activity Panel does not show transaction dates

  Closed nrp06 58 views 4 comments 0 points Most recent by SRC54 December 2025Report a Bug
• 
  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
• 
  64

  Up Down
  Ability to link or tie Savings Goals contributions/withdraws to transactions (edited)

  Active andrew1030 681 views 12 comments 64 points Most recent by RDMitra December 2025Feature Requests
• 
  10

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

  Active MinB 176 views 3 comments 10 points Most recent by Max1223 December 2025Feature Requests
• 
  Transaction export

  Closed IHasAQuestion 29 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
• 
  Elevations Credit Union - Linking caused transactions to be downloaded into 2 accounts

  Closed System 15 views 2 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  Transactions in accounts setup to include in Reports are being excluded

  Closed ThadW 118 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
• 
  2

  Up Down
  Ability to filter transactions by Pending/Cleared (edited)

  In Review Mike0514 22 views 1 comment 2 points Most recent by Coach Natalie December 2025Feature Requests
• 
  62

  Up Down
  Display future-dated transactions/reminders in account registers [edited] (1 Merged Vote)

  Active Tickko 1.9K views 42 comments 62 points Most recent by EL1234 December 2025Feature Requests
• 
  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
• 
  Reviewed Flag is being reset

  Closed Ruonline 142 views 13 comments 0 points Most recent by EL1234 December 2025Troubleshooting
• 
  133

  Up Down
  Ability to Link multiple Transactions to a single Recurring Bill at one time (edited)

  In Review EODelf 2.4K views 52 comments 133 points Most recent by Quicken Kirby December 2025Feature Requests
• 
  3

  Up Down
  Web App: Hide the page scrollbar when it's not needed (edited)

  Active Marcin 57 views 3 comments 3 points Most recent by Coach Natalie December 2025Feature Requests
• 
  2

  Up Down
  Ability to have pending transactions count toward Projected Cash Flow while using 'Bank Balance'

  Active bob303727 170 views 7 comments 2 points Most recent by bob303727 December 2025Feature Requests
• 
  2

  Up Down
  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 24 views 1 comment 2 points Most recent by Coach Natalie December 2025Quicken Business & Personal Feature Requests
• 
  Creating Manual Investment Account - Balance showing zero, no shares

  Closed grahamtj01 90 views 4 comments 0 points Most recent by grahamtj01 December 2025Adding and Updating Accounts
• 
  Why are Zelle payments automatically classified as Transfers when they are payments?

  Closed 110011 155 views 11 comments 0 points Most recent by Coach Jon December 2025General Troubleshooting
• 
  20

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

  Active SamM 393 views 15 comments 20 points Most recent by SRC54 December 2025Feature Requests
• 
  10

  Up Down
  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 246 views 9 comments 10 points Most recent by TiggerTrainer December 2025Feature Requests
• 
  Check # field is missing on the mobile app

  Closed System 142 views 16 comments 0 points Most recent by Coach Jon December 2025Report a Bug
• 
  Amount Matching: "Limited Range" option not matching correctly (edited)

  DryHeat 330 views 23 comments 0 points Most recent by Coach Jon December 2025Feedback
• 
  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Closed Dick_Davis 58 views 5 comments 0 points Most recent by Dick_Davis December 2025How do you Quicken Simplifi?