Transactions

Discussion List

• 
  3
  Ability to include Transfers in Reports (edited)

  Completed Closed jgold1996 579 views 11 comments 3 points Most recent by Coach Natalie April 27Feature Requests
• 
  Barclays pending transactions show as credits

  Closed eperker 79 views 4 comments 0 points Most recent by Coach Natalie April 27Adding and Updating Accounts
• 
  "An error occurred. Please try again" message after entering a transaction (edited)

  Closed JeffCB 55 views 3 comments 0 points Most recent by SRC54 April 26Troubleshooting
• 
  Program only pulling in 90 days worth of data (edited)

  Closed Irene H 35 views 2 comments 0 points Most recent by Irene H April 25Adding and Updating Accounts
• 
  Amount Matching: "Limited Range" option not matching correctly (edited)

  Closed DryHeat 572 views 31 comments 0 points Most recent by DryHeat April 24Report a Bug
• 
  How to link Transaction to Invoice if not available as an option?

  Answered ✓ Closed cloudquick 89 views 9 comments 0 points Most recent by Coach Jon April 24Invoices, Estimates, & Sales Receipts
• 
  Keeping track of one category of payments

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

  Closed Robert48314 80 views 4 comments 0 points Most recent by EL1234 April 23Managing Your Transactions
• 
  Adding notes to split transactions (edited)

  Closed Robert48314 24 views 2 comments 0 points Most recent by Robert48314 April 23Managing Your Transactions
• 
  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
• 
  Venmo keeps disconnecting and not showing transactions (edited)

  Closed Liam Soper 46 views 1 comment 0 points Most recent by Coach Natalie April 23Adding and Updating Accounts
• 
  2

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

  Active Bartman682 15 views 0 comments 2 points Started by Bartman682 April 23 Feature Requests
• 
  Feedback on projected balance, entering transactions, and reconciling (edited)

  Answered ✓ Closed Walter.louro 23 views 1 comment 0 points Most recent by SRC54 April 21Feedback
• 
  Some posted transactions not downloading from Wells Fargo (edited)

  Closed Alexem 56 views 3 comments 0 points Most recent by Coach Jon April 21Adding and Updating Accounts
• 
  Deletion Security Prompts

  Closed Simpli_User_101 45 views 3 comments 0 points Most recent by Simpli_User_101 April 19Feedback
• 
  Minimized sections get expanded after marking transactions as reviewed with "reviewed" filter set

  Closed System 64 views 9 comments 1 point Most recent by EL1234 April 17Feedback
• 
  How do I add a flag field to transactions?

  Answered ✓ Closed rwales10 34 views 1 comment 0 points Most recent by Coach Jon April 16Managing Your Transactions
• 
  116
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  Completed Closed 2sonsjim 1.8K views 56 comments 116 points Most recent by Coach Natalie April 16Feature Requests
• 
  Escape key to dismiss modals forces a scroll to the top of the transaction list

  Closed bling 61 views 5 comments 1 point Most recent by Coach Natalie April 16Report a Bug
• 
  Pending transaction disappears

  Closed KB2014 115 views 11 comments 0 points Most recent by KB2014 April 15Troubleshooting
• 
  When splitting a transaction with filters set, my sort order gets reset

  Closed System 42 views 5 comments 0 points Most recent by EL1234 April 15Troubleshooting
• 
  Spending and Income Tabs in Your Registers: Share your feedback here!

  Closed Coach Natalie 205 views 12 comments 0 points Most recent by Coach Natalie April 15Feedback
• 
  Connected account balances not updating with pending transactions (edited)

  Closed someotherderek 1.5K views 100 comments 3 points Most recent by Vlad2277 April 15Adding and Updating Accounts
• 
  Transaction List scroll jumps back to the top of the list (edited)

  Closed budgetj75 101 views 7 comments 0 points Most recent by budgetj75 April 14Report a Bug
• 
  Using "reviewed" to reconcile transactions on the mobile app? (edited)

  Answered ✓ Closed Riwri1 83 views 1 comment 0 points Most recent by Coach Jon April 13Managing Your Transactions
• 
  Easier way to track shared expenses (edited)

  Closed Solom1ej 27 views 1 comment 0 points Most recent by DryHeat April 13Managing Your Transactions
• 
  How to run a report for a date range? (edited)

  Answered ✓ Closed pasteve99 117 views 8 comments 0 points Most recent by pasteve99 April 12Using Reports
• 
  Upload/Import transactions with attatchments (PDFs)

  Answered ✓ Closed TexNolan 30 views 2 comments 0 points Most recent by TexNolan April 11Managing Your Transactions
• 
  The Split Transaction function does not allow you to split an item across several months

  Closed zooey5253 66 views 3 comments 0 points Most recent by zooey5253 April 11Managing Your Transactions
• 
  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Completed Closed buncha 5.2K views 138 comments 223 points Most recent by Coach Natalie April 10Feature Requests