Transactions

Discussion List

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  OceanFirst Bank -- transactions not syncing

  Closed ejs 21 views 3 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Export missing data: the last straw :(

  Closed Max1223 97 views 7 comments 1 point Most recent by SRC54 November 2025Feedback
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  Display of Uncategorized

  Closed J3rabb 32 views 3 comments 0 points Most recent by Coach Jon November 2025Managing Your Transactions
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  Simplifi Suggestions (edited)

  Closed tomba51 34 views 3 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  Pending vs. Cleared transactions

  Closed tim40 67 views 4 comments 0 points Most recent by tim40 November 2025Categories and Tags
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  Help linking a manual investment transaction as a transfer (edited)

  Closed maxvv 34 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  Transaction registers: we'd love your input

  Closed Quicken Kirby 773 views 24 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  MidwestOne Bank Pending Transactions - Counted as the opposite type in "Bank Balance"

  Closed y0xn9xds 45 views 3 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Backup prior to import?

  Answered ✓ Closed jude_est 48 views 2 comments 0 points Most recent by DryHeat November 2025Getting Started
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  Will quicken simplify do automated reconciliations of linked personal bank and credit card accounts,

  Answered ✓ Closed M0neyM@n 65 views 1 comment 0 points Most recent by SRC54 November 2025Getting Started
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  Missing Transactions from Manual Accounts

  Closed QuentonL 64 views 8 comments 0 points Most recent by QuentonL November 2025Managing Your Transactions
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  Why isn't my new rule being applied?

  Closed kaltorak 63 views 7 comments 0 points Most recent by DryHeat October 2025Troubleshooting
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  Automated Labeling based on transaction characteristics

  Closed dbs2025 23 views 1 comment 1 point Most recent by Coach Jon October 2025Managing Your Transactions
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  Ability to track IOU's from friends in accounts like Venmo/CashApp (1 Merged Vote)

  Active amidzicigor 705 views 5 comments 12 points Most recent by Coach Natalie October 2025Feature Requests
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  How to get loan payment transactions in both checking and loan accounts?

  Answered ✓ Closed gern 63 views 2 comments 0 points Most recent by DryHeat October 2025Managing Your Transactions
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  20
  Ability to deselect Subcategories in Filters when the Parent Category is selected (edited)

  Completed Closed Norm6257 174 views 9 comments 20 points Most recent by EL1234 October 2025Feature Requests
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  Tags list in a transaction in the Spending Plan not in alphabetical order

  Closed MishaM 112 views 11 comments 0 points Most recent by DannyB October 2025Report a Bug
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  All My Recurring Transaction Series Disappeared!!!

  Closed anold 487 views 43 comments 0 points Most recent by Coach Jon October 2025Report a Bug for Quicken Business & Personal
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  How to add interest and dividends as income?

  Answered ✓ Closed TK_25 91 views 2 comments 0 points Most recent by SRC54 October 2025General Troubleshooting
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  Sallie Mae 105 was fixed, now missing history

  Closed System 47 views 5 comments 0 points Most recent by Magotaux October 2025Adding and Updating Accounts
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  Check numbers not populated

  Closed lindsayla18 51 views 5 comments 0 points Most recent by SRC54 October 2025Managing Your Transactions
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  Swipe to "Mark as Reviewed" not working on the iOS app

  Closed wilbertseoane 51 views 8 comments 0 points Most recent by SRC54 October 2025Troubleshooting
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  Icon for pending transactions to review/clear? (edited)

  Closed lynchbro 55 views 4 comments 0 points Most recent by lynchbro October 2025Managing Your Transactions
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  Is deleting transaction history permanent? (edited)

  Closed lynchbro 55 views 4 comments 0 points Most recent by Coach Jon October 2025Managing Your Transactions
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  "Oops! Something went wrong error" when viewing transactions with new register (edited)

  Closed RobWilk 62 views 6 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
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  Bill Connect for Credit Card: Statement Amount Is Not Counting Some Transactions

  Closed System 119 views 11 comments 0 points Most recent by DryHeat October 2025Troubleshooting
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  Linking Savings goal to transactions

  Answered ✓ Closed lynchbro 43 views 1 comment 1 point Most recent by Coach Kristina October 2025Using Savings Goals