Transactions

Discussion List

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  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Closed Dick_Davis 56 views 5 comments 0 points Most recent by Dick_Davis December 2025How do you Quicken Simplifi?
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  Merged: Limited Ranged in Series not being Honored

  Closed nmnmnmnmn 1 view 0 comments 0 points Started by nmnmnmnmn December 2025 Troubleshooting
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  Pending false Payment to Apple Card

  Closed N4KHQ 42 views 3 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
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  How to display all category levels in Quicken Simplifi register?

  Closed Eric D 40 views 2 comments 0 points Most recent by Coach Natalie December 2025Managing Your Transactions
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  Create rule within transaction category removed

  Closed wavehowie 51 views 1 comment 0 points Most recent by Coach Natalie December 2025Feedback
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  Moving a transaction to a future date disappears and does not generate a reminder

  Closed nestorbast 462 views 14 comments 1 point Most recent by bvw123 November 2025Bills and Income
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  Adding back tag field to spending report

  Closed zipfamily 73 views 8 comments 0 points Most recent by DryHeat November 2025Using Reports
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  Categorizing Pending Transactions on a Credit Card causes transactions to disappear

  Closed OldTimeQuickUser 31 views 1 comment 0 points Most recent by Coach Natalie November 2025Managing Your Transactions
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  Pending Transactions showing reversed (ie: as positive instead of negative) on multiple accounts

  Closed SmittyVA 70 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Position the selection for the category at the one selected.

  Closed dtorg1955 12 views 1 comment 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  1
  Ability to re-order the Columns in Transaction Activity (edited)

  Completed Closed cas-sea 80 views 2 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
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  10
  Ability to sort register by Tags (edited)

  Completed Closed bowgy4 80 views 5 comments 10 points Most recent by Coach Natalie November 2025Feature Requests
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  USAA - Missing Transactions (edited)

  Closed DryHeat 124 views 13 comments -1 point Most recent by DryHeat November 2025Adding and Updating Accounts
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  -1

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  Rename 'Check #' to "Check/Reference #" (edited)

  Dick_Davis 42 views 5 comments -1 point Most recent by EL1234 November 2025Feature Requests
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  111

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  Full Payee descriptions are needed (edited)

  In Review mjodotcom 704 views 57 comments 111 points Most recent by 110011 November 2025Feature Requests
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  Merged: Target Circle Credit Card Not Updating Transactions

  Closed TiggerTrainer 1 view 0 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Checking accounts are often not current even after multiple updates (edited)

  Closed MareBear 34 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Spending and Income Tabs in Your Registers: Share your feedback here!

  Announcement Coach Natalie 117 views 9 comments 0 points Most recent by EL1234 November 2025Early Access User Feedback
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  New Feature Alert: Spending and Income Tabs in Your Registers!

  Closed Coach Natalie 232 views 0 comments 3 points Started by Coach Natalie November 2025 Updates From the Product Team
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  Merged: USAA transactions not downloading

  Closed lizgraydvm 21 views 0 comments 0 points Most recent by DryHeat November 2025Adding and Updating Accounts
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  15

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  Include both 'Posted Date' and 'Transaction Date' for transactions (edited)

  Active mmmartian 41 views 2 comments 15 points Most recent by RobWilk November 2025Feature Requests
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  Add Tags to Transactions in Spending Plan

  Closed MikeZ 42 views 3 comments 4 points Most recent by Coach Natalie November 2025Using the Spending Plan
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  Merged: Creating multiple transactions

  Closed RipTWD 1 view 0 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  7

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  Add a "Create and New" button in the Create Transaction window (edited)

  Active akogan 33 views 4 comments 7 points Most recent by DryHeat November 2025Feature Requests
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  where did comments/tagging section go?

  Closed Kartad 23 views 1 comment 1 point Most recent by SRC54 November 2025Troubleshooting
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  Some transactions included in download/export are not visible in the account transaction list

  Closed Silverthorne 12 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  Check Number Field Missing after 4.83.0 Upgrade (edited)

  Closed West Winds 270 views 26 comments 0 points Most recent by scott1982 November 2025Report a Bug
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  is there a way to bulk update accounts/transactions to not be excluded from spending reports?

  Answered ✓ Closed hubert.casimiro 39 views 1 comment 1 point Most recent by SRC54 November 2025Managing Your Transactions
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  Merged: Check Number column removed (edited)

  Closed lowestvvoice 21 views 0 comments 0 points Most recent by EL1234 November 2025Managing Your Transactions
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 198 views 29 comments 0 points Most recent by Coach Jon November 2025Troubleshooting