Transactions

Discussion List

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  Split transactions for income the same each month

  Answered ✓ Closed Jeeves 33 views 1 comment 0 points Most recent by SRC54 August 2025Bills and Income
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  How to track a large bill paid from savings without blowing my budget (edited)

  Closed chicago89 47 views 7 comments 0 points Most recent by EL1234 August 2025Using the Spending Plan
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  Notes field is cropped short when inline editing

  Closed DryHeat 55 views 6 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  Double 'Date' column, but no dates (edited)

  Closed DannyB 19 views 4 comments 0 points Most recent by SRC54 August 2025Report a Bug
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  Downloaded Transactions Automatically Set with a Flag

  Closed Dick_Davis 37 views 5 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
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  Applying rules to past transactions is not working (edited)

  Closed housetr 78 views 12 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  4.66.0 version has duplicate Uncategorized category in filters (edited)

  Closed JeffCB 54 views 9 comments 0 points Most recent by DryHeat August 2025Report a Bug
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  Handle Linking and Categorizing Transfer Transactions Better (edited)

  Active emarzock 152 views 10 comments 20 points Most recent by Coach Natalie August 2025Feature Requests
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  PNC bank accounts don't update historical data

  Answered ✓ Closed pom 37 views 3 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Citicard transactions now downloading since 8/14 (edited)

  Closed Photoguy 19 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  No Business Categories available within Quicken Business & Personal

  Closed System 88 views 10 comments 0 points Most recent by Coach Jon August 2025Report a Bug for Quicken Business & Personal
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  Move the "delete" button to the left when deleting transactions, and make it a trash can icon

  Dick_Davis 34 views 5 comments -2 points Most recent by TexanTommy August 2025Feature Requests
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  Recommend increasing the columns for the Payee and Category fields (edited)

  Closed Dick_Davis 23 views 4 comments 0 points Most recent by Dick_Davis August 2025Feedback
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  Add an 'Attachments' and 'Manual Entry' icon to future-dated transaction reminders (edited)

  Dick_Davis 28 views 4 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
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  Duplicate Transactions with Apple Pay (edited)

  Closed countrycloudboy 29 views 1 comment 0 points Most recent by SRC54 August 2025Managing Your Transactions
• 
  For new Simplifi users

  Closed Donzee 53 views 1 comment 0 points Most recent by SRC54 August 2025Getting Started
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  Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments

  Closed DannyB 69 views 14 comments 0 points Most recent by DannyB August 2025Troubleshooting
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  When I search for uncategorized transactions, it also shows [me] balance adjustments. Why?

  Closed Oogway 33 views 4 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  Icons for Transaction Types

  Active Dick_Davis 29 views 2 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
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  Hiding Transactions

  Answered ✓ Closed Billydo 30 views 1 comment 0 points Most recent by Coach Jon August 2025Managing Your Transactions
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  Submitting scheduled transaction early

  Closed Amar_K 48 views 5 comments 0 points Most recent by Amar_K August 2025Bills and Income
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  Transaction Search should include original "Appears as..." transaction names

  Closed alkaboy 17 views 3 comments 0 points Most recent by Coach Natalie August 2025Feedback
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  How Do I Hide Pending Transactions?

  Closed RiversideKid 43 views 6 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
• 
  Splitting a deposit

  Closed pattih 31 views 4 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
• 
  Unable to automatically download transactions from TD

  Closed Harsh N 16 views 1 comment 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  Savings Goals and the Spending Plan

  Closed djob13 99 views 8 comments 2 points Most recent by DannyB August 2025Using Savings Goals
• 
  Some Categories change for no reason

  Closed Thomas56 12 views 1 comment 0 points Most recent by SRC54 August 2025Troubleshooting
• 
  Changed default pending/cleared behavior for manual transactions?

  Closed RobWilk 13 views 2 comments 0 points Most recent by RobWilk August 2025Report a Bug
• 
  Transaction Attachments – Storage and Too Many

  Closed Dick_Davis 16 views 1 comment 0 points Most recent by Coach Jon August 2025Managing Your Transactions
• 
  TD Bank account is not updating (edited)

  Closed tomdroberts 34 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts