Transactions

Discussion List

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  Marking a reminder "paid" and then changing the date to the future makes the transaction disappear

  ritaylor 361 views 23 comments 1 point Most recent by msanders93 June 2Report a Bug
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  Merged: Future dated transactions not showing in projected cash flow (edited)

  Closed msanders93 24 views 0 comments 0 points Most recent by msanders93 June 2Troubleshooting
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  Renaming electronic payments (Apple Pay, Toast, Square, etc)

  Closed 1280x720 51 views 1 comment 0 points Most recent by SRC54 June 2Managing Your Transactions
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  3

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  Access horizontal scroll bar on bottom of transaction screen without having to scroll down (edited)

  Active Simpli_User_101 277 views 23 comments 3 points Most recent by DryHeat May 31Feature Requests
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  59

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  Built-in Calculator when Splitting Transactions/in Amount fields [edited] (1 Merged Vote)

  Active Flopbot 953 views 30 comments 59 points Most recent by TiggerTrainer May 29Feature Requests
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  Support for bank "Pay Over Time" payment plans (edited)

  Active DigitJedi 12 views 0 comments 3 points Started by DigitJedi May 28 Feature Requests
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  Chart is not updating to reflect transactions in manual asset account (edited)

  Closed cyberstackn 103 views 5 comments 0 points Most recent by Coach Natalie May 28Troubleshooting
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  Are there any plans to support loan transactions?

  Answered ✓ Closed rcortez 32 views 1 comment 0 points Most recent by Coach Natalie May 28Managing Your Transactions
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  Searching transactions on Web loses focus on the Search field while typing (edited)

  Closed TexNolan 173 views 12 comments 0 points Most recent by Coach Natalie May 28Troubleshooting
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  Editing transactions inline on the web app is not saving changes until clicking elsewhere (edited)

  Closed simplify_mn 411 views 27 comments 1 point Most recent by DryHeat May 28Report a Bug
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  199
  Need a 'Select All' and 'Date Range' Filter (edited)

  Completed Closed Drummon1 4.1K views 88 comments 199 points Most recent by Coach Natalie May 27Feature Requests
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  Help tracking third-party rental management fees for my RV business (edited)

  Answered ✓ Closed Brenda1 111 views 8 comments 0 points Most recent by Brenda1 May 27General Troubleshooting
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  Only 2 of 10+ cleared transactions downloaded this morning (edited)

  Closed Dan83 71 views 5 comments 1 point Most recent by EL1234 May 26Adding and Updating Accounts
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  Pressing Enter to select a category (when typing) should save the change (edited)

  Active EL1234 21 views 0 comments 3 points Started by EL1234 May 26 Feature Requests
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  8
  Ability to search by check # (edited)

  Completed Closed EL1234 132 views 8 comments 8 points Most recent by EL1234 May 24Feature Requests
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  E*Trade - "You have already added all your accounts at this bank." - Missing Transactions (edited)

  Closed neon45 581 views 40 comments 0 points Most recent by neon45 May 23Adding and Updating Accounts
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  Allow users to limit the transactions downloaded when linking an account

  Closed DryHeat 41 views 2 comments 1 point Most recent by DryHeat May 22Adding and Updating Accounts
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  5
  The transactions search bar should be an AND operation

  Completed Closed orad 51 views 4 comments 5 points Most recent by Coach Natalie May 22Feature Requests
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  6
  Ability to search for split amounts in transactions (edited)

  Completed Closed EL1234 64 views 3 comments 6 points Most recent by Coach Natalie May 22Feature Requests
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  48
  Add Keyboard Shortcuts (edited)

  Completed Closed bickabah 771 views 26 comments 48 points Most recent by Coach Natalie May 21Feature Requests
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  Ability to assign different Payees to Split Transactions (edited)

  Active esender 201 views 10 comments 9 points Most recent by EL1234 May 21Feature Requests
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  New Feature Alert: Splits in Recurring & Other Splits Enhancements!

  Closed Coach Natalie 722 views 4 comments 6 points Most recent by Coach Natalie May 21Updates From the Product Team
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  Purple Flag Color Changed to Light Blue (edited)

  Closed Dick_Davis 152 views 11 comments 1 point Most recent by Coach Jon May 20Troubleshooting
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  ONGOING 5/20/26: Barclays - Duplicate Transactions

  Coach Natalie 322 views 1 comment 1 point Most recent by Coach Natalie May 20Current Online Banking Issues
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  Issues with transactions, recurring, rules, connectivity, and tracking credit card payments (edited)

  Closed Ter1990 51 views 1 comment 0 points Most recent by Coach Jon May 19Feedback
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  Bank of America Credit Card Payments cause merge of pending/cleared which breaks rules

  Closed bling 142 views 8 comments 0 points Most recent by Coach Jon May 18Troubleshooting
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  Merged: Transaction searching skips characters when updating results as you type (edited)

  Closed PMc 21 views 0 comments 0 points Most recent by sbennet1 May 18Report a Bug
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  Balances not reflecting pending transactions (edited)

  Closed rosachin21k 153 views 7 comments 0 points Most recent by Coach Natalie May 18Troubleshooting
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  Ability to sort transactions with the same date/Add a sorting logic (edited)

  Active RobWilk 32 views 3 comments 9 points Most recent by sea_compgeek May 17Feature Requests