Transactions

Discussion List

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  Program only pulling in 90 days worth of data (edited)

  Closed Irene H 28 views 2 comments 0 points Most recent by Irene H April 25Adding and Updating Accounts
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  Amount Matching: "Limited Range" option not matching correctly (edited)

  Closed DryHeat 557 views 31 comments 0 points Most recent by DryHeat April 24Report a Bug
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  How to link Transaction to Invoice if not available as an option?

  Answered ✓ Closed cloudquick 83 views 9 comments 0 points Most recent by Coach Jon April 24Invoices, Estimates, & Sales Receipts
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  Keeping track of one category of payments

  Answered ✓ Closed grandmaSB 23 views 2 comments 0 points Most recent by grandmaSB April 24Managing Your Transactions
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  Shortcut to finding daily uncategorized transactions

  Closed Robert48314 65 views 4 comments 0 points Most recent by EL1234 April 23Managing Your Transactions
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  Adding notes to split transactions (edited)

  Closed Robert48314 22 views 2 comments 0 points Most recent by Robert48314 April 23Managing Your Transactions
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  Help finding and removing transactions assigned to Account: Unknown (edited)

  Closed SmittyVA 167 views 11 comments 0 points Most recent by Coach Jon April 23Troubleshooting
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  Venmo keeps disconnecting and not showing transactions (edited)

  Closed Liam Soper 45 views 1 comment 0 points Most recent by Coach Natalie April 23Adding and Updating Accounts
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  2

  Up Down
  Mobile App: Add "Most Used Categories" in the categories list (edited)

  Active Bartman682 12 views 0 comments 2 points Started by Bartman682 April 23 Feature Requests
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  Feedback on projected balance, entering transactions, and reconciling (edited)

  Answered ✓ Closed Walter.louro 21 views 1 comment 0 points Most recent by SRC54 April 21Feedback
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  Some posted transactions not downloading from Wells Fargo (edited)

  Closed Alexem 51 views 3 comments 0 points Most recent by Coach Jon April 21Adding and Updating Accounts
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  Deletion Security Prompts

  Closed Simpli_User_101 42 views 3 comments 0 points Most recent by Simpli_User_101 April 19Feedback
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  5
  Transaction Activity column selections in Reports, Watchlists, and the Spending Plan should stick

  In Progress Max1223 651 views 33 comments 5 points Most recent by UrsulaA April 17Feature Requests
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  Minimized sections get expanded after marking transactions as reviewed with "reviewed" filter set

  Closed System 62 views 9 comments 1 point Most recent by EL1234 April 17Feedback
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  How do I add a flag field to transactions?

  Answered ✓ Closed rwales10 32 views 1 comment 0 points Most recent by Coach Jon April 16Managing Your Transactions
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  116
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  Completed Closed 2sonsjim 1.7K views 56 comments 116 points Most recent by Coach Natalie April 16Feature Requests
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  Escape key to dismiss modals forces a scroll to the top of the transaction list

  Closed bling 56 views 5 comments 1 point Most recent by Coach Natalie April 16Report a Bug
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  Pending transaction disappears

  Closed KB2014 108 views 11 comments 0 points Most recent by KB2014 April 15Troubleshooting
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  When splitting a transaction with filters set, my sort order gets reset

  Closed System 39 views 5 comments 0 points Most recent by EL1234 April 15Troubleshooting
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  Spending and Income Tabs in Your Registers: Share your feedback here!

  Closed Coach Natalie 191 views 12 comments 0 points Most recent by Coach Natalie April 15Feedback
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  Connected account balances not updating with pending transactions (edited)

  Closed someotherderek 1.3K views 100 comments 3 points Most recent by Vlad2277 April 15Adding and Updating Accounts
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  Transaction List scroll jumps back to the top of the list (edited)

  Closed budgetj75 95 views 7 comments 0 points Most recent by budgetj75 April 14Report a Bug
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  Using "reviewed" to reconcile transactions on the mobile app? (edited)

  Answered ✓ Closed Riwri1 74 views 1 comment 0 points Most recent by Coach Jon April 13Managing Your Transactions
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  Easier way to track shared expenses (edited)

  Closed Solom1ej 23 views 1 comment 0 points Most recent by DryHeat April 13Managing Your Transactions
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  How to run a report for a date range? (edited)

  Answered ✓ Closed pasteve99 99 views 8 comments 0 points Most recent by pasteve99 April 12Using Reports
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  Upload/Import transactions with attatchments (PDFs)

  Answered ✓ Closed TexNolan 25 views 2 comments 0 points Most recent by TexNolan April 11Managing Your Transactions
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  The Split Transaction function does not allow you to split an item across several months

  Closed zooey5253 60 views 3 comments 0 points Most recent by zooey5253 April 11Managing Your Transactions
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Completed Closed buncha 5.1K views 138 comments 223 points Most recent by Coach Natalie April 10Feature Requests
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  Festivus is Over But I Still Have Grievances!

  Closed Tim Etherington 69 views 8 comments 0 points Most recent by Tim Etherington April 9Feedback
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  Can't create a category rule from a transaction (edited)

  Closed wavehowie 27 views 1 comment 0 points Most recent by Coach Natalie April 8Managing Your Transactions