Transactions

Discussion List

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  Pending Transaction Disappeared

  Closed Jenny T 41 views 5 comments 0 points Most recent by RobWilk October 2025Troubleshooting
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  Checking Exclude from Reports does not save when changing Transfer category

  Closed segmented-reality 31 views 4 comments 0 points Most recent by Coach Jon October 2025Report a Bug
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  Transactions involving checks not importing from checking account.

  Closed dcarozza 14 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Ally Bank transfer transactions will be labeled with the Payee as another vendor (edited)

  Closed E.W. 32 views 4 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Business Categories unavailable within Quicken Business & Personal (edited)

  Closed Padavan21 330 views 32 comments 0 points Most recent by Padavan21 October 2025Report a Bug for Quicken Business & Personal
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  CSV file upload issue

  Closed pom 32 views 4 comments 1 point Most recent by pom October 2025Troubleshooting
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  Loan Payment Category identified as 'other spending' when it was a recurring bill

  Answered ✓ Closed RobWilk 42 views 6 comments 0 points Most recent by Coach Natalie September 2025Troubleshooting
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  Create a new and separate Cash Transaction that is split from a Cash & ATM withdrawal (edited)

  Active bcrossman 125 views 11 comments 8 points Most recent by egal September 2025Feature Requests
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  SoFi Roth Linked But No Transactions

  Closed MikeZ 1 view 1 comment 0 points Most recent by MikeZ September 2025Adding and Updating Accounts
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  roommate's portion of rent (edited)

  Answered ✓ Closed TK_25 42 views 3 comments 0 points Most recent by SRC54 September 2025Bills and Income
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  Add a "Select All Flags" checkbox (edited)

  Closed JustinK 11 views 1 comment 1 point Most recent by Coach Jon September 2025Feedback
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  Workaround – Attaching Notes and Documents to Accounts (edited)

  Closed Dick_Davis 12 views 0 comments 0 points Started by Dick_Davis September 2025 Managing Your Transactions
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  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 259 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 44 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
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  New Chase CC Transactions Not Showing Up on Simplifi

  Closed Ramin 51 views 5 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Transactions Missing From Income & Expense Report (edited)

  Closed Dick_Davis 78 views 6 comments 0 points Most recent by Dick_Davis September 2025Using Reports
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  Invoice payment dates are not reflecting the transaction date (edited)

  Closed cloudquick 213 views 32 comments 0 points Most recent by Coach Natalie September 2025Report a Bug for Quicken Business & Personal
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  Sub categories will not display on iPad web browser (edited)

  Closed TommyS 32 views 6 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Transaction activity headers missing on mobile (edited)

  Closed TommyS 31 views 10 comments 0 points Most recent by TommyS September 2025Troubleshooting
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  How long can a Pending Transaction Remain in this State (4.76.0)

  Closed Dick_Davis 23 views 3 comments 0 points Most recent by EL1234 September 2025Managing Your Transactions
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  Issue Importing CSV into Checking Account

  Closed Gotay 37 views 2 comments 0 points Most recent by DryHeat September 2025Feedback
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  Why is the transaction categorization so... bad?

  Closed Dognose 80 views 5 comments 0 points Most recent by Coach Jon September 2025Managing Your Transactions
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  Transactions pending from Chase for over a week

  Closed Oogway 63 views 8 comments 0 points Most recent by Oogway September 2025Adding and Updating Accounts
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  Can Simplifi track both sides of a transfer from a brokerage account to a bank checking account

  Closed GMS4QS 22 views 1 comment 0 points Most recent by Coach Jon September 2025Managing Your Transactions
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  Transaction naming and categorization apply only to Pending transactions, and change once Cleared

  Closed tylermdunn 15 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  Mobile App: Move the 'Reviewed' checkmark to the left side of transactions (edited)

  trd716 21 views 3 comments -1 point Most recent by Coach Natalie September 2025Feature Requests
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  Register duplicating entries when changing Reconciliation Type

  Closed The last straw 2 views 1 comment 0 points Most recent by Coach Kristina September 2025Troubleshooting
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  Erroneous balance on manual account

  Closed oldit51 55 views 3 comments 0 points Most recent by oldit51 September 2025Adding and Updating Accounts
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  Merged: Amazon Transaction Detail

  Closed Gibsongirl547 1 view 0 comments 2 points Started by Gibsongirl547 September 2025 Feature Requests
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  Shift click to select a range of transactions does not work on Mac

  Closed N4KHQ 43 views 4 comments 0 points Most recent by N4KHQ September 2025Troubleshooting