Transactions

Discussion List

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  How to track a large bill paid from savings without blowing my budget (edited)

  Closed chicago89 40 views 7 comments 0 points Most recent by EL1234 August 22Using the Spending Plan
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  Notes field is cropped short when inline editing

  Closed DryHeat 47 views 6 comments 0 points Most recent by Coach Jon August 22Troubleshooting
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  Double 'Date' column, but no dates (edited)

  Closed DannyB 17 views 4 comments 0 points Most recent by SRC54 August 22Report a Bug
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  Downloaded Transactions Automatically Set with a Flag

  Closed Dick_Davis 34 views 5 comments 0 points Most recent by EL1234 August 22Managing Your Transactions
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  Applying rules to past transactions is not working (edited)

  Closed housetr 67 views 12 comments 0 points Most recent by Coach Jon August 21Troubleshooting
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  4.66.0 version has duplicate Uncategorized category in filters (edited)

  Closed JeffCB 51 views 9 comments 0 points Most recent by DryHeat August 21Report a Bug
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  20

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  Handle Linking and Categorizing Transfer Transactions Better (edited)

  Active emarzock 149 views 10 comments 20 points Most recent by Coach Natalie August 21Feature Requests
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  PNC bank accounts don't update historical data

  Answered ✓ Closed pom 31 views 3 comments 0 points Most recent by Coach Jon August 20Adding and Updating Accounts
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  Citicard transactions now downloading since 8/14 (edited)

  Closed Photoguy 19 views 1 comment 0 points Most recent by Coach Natalie August 20Adding and Updating Accounts
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  No Business Categories available within Quicken Business & Personal

  Closed System 85 views 10 comments 0 points Most recent by Coach Jon August 19Report a Bug for Quicken Business & Personal
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  Move the "delete" button to the left when deleting transactions, and make it a trash can icon

  Dick_Davis 34 views 5 comments -2 points Most recent by TexanTommy August 19Feature Requests
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  Recommend increasing the columns for the Payee and Category fields (edited)

  Closed Dick_Davis 23 views 4 comments 0 points Most recent by Dick_Davis August 18Feedback
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  1

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  Add an 'Attachments' and 'Manual Entry' icon to future-dated transaction reminders (edited)

  Dick_Davis 24 views 4 comments 1 point Most recent by Dick_Davis August 18Feature Requests
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  Duplicate Transactions with Apple Pay (edited)

  Closed countrycloudboy 28 views 1 comment 0 points Most recent by SRC54 August 18Managing Your Transactions
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  For new Simplifi users

  Closed Donzee 47 views 1 comment 0 points Most recent by SRC54 August 17Getting Started
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  Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments

  Closed DannyB 62 views 14 comments 0 points Most recent by DannyB August 16Troubleshooting
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  When I search for uncategorized transactions, it also shows [me] balance adjustments. Why?

  Closed Oogway 32 views 4 comments 0 points Most recent by Coach Jon August 15Troubleshooting
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  1

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  Icons for Transaction Types

  Active Dick_Davis 24 views 2 comments 1 point Most recent by Dick_Davis August 14Feature Requests
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  Hiding Transactions

  Answered ✓ Closed Billydo 27 views 1 comment 0 points Most recent by Coach Jon August 14Managing Your Transactions
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  Submitting scheduled transaction early

  Closed Amar_K 38 views 5 comments 0 points Most recent by Amar_K August 14Bills and Income
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  Transaction Search should include original "Appears as..." transaction names

  Closed alkaboy 16 views 3 comments 0 points Most recent by Coach Natalie August 13Feedback
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  How Do I Hide Pending Transactions?

  Closed RiversideKid 39 views 6 comments 0 points Most recent by EL1234 August 13Managing Your Transactions
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  Splitting a deposit

  Closed pattih 29 views 4 comments 0 points Most recent by EL1234 August 12Managing Your Transactions
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  Unable to automatically download transactions from TD

  Closed Harsh N 16 views 1 comment 0 points Most recent by Coach Natalie August 12Adding and Updating Accounts
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  Savings Goals and the Spending Plan

  Closed djob13 88 views 8 comments 2 points Most recent by DannyB August 10Using Savings Goals
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  Some Categories change for no reason

  Closed Thomas56 12 views 1 comment 0 points Most recent by SRC54 August 9Troubleshooting
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  Changed default pending/cleared behavior for manual transactions?

  Closed RobWilk 11 views 2 comments 0 points Most recent by RobWilk August 8Report a Bug
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  Transaction Attachments – Storage and Too Many

  Closed Dick_Davis 15 views 1 comment 0 points Most recent by Coach Jon August 8Managing Your Transactions
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  TD Bank account is not updating (edited)

  Closed tomdroberts 33 views 1 comment 0 points Most recent by Coach Jon August 8Adding and Updating Accounts
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  What will deleting a full month's transactions do? (edited)

  Closed Dick_Davis 28 views 3 comments 0 points Most recent by SRC54 August 8Managing Your Transactions