Transactions

Discussion List

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  2

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  Marking a recurring reminder as paid should put the transaction in "cleared" status (edited)

  MishaM 54 views 4 comments 2 points Most recent by TwelveSilverPennies March 30Feature Requests
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  Getting transaction amounts to show in reports run by category?

  Answered ✓ Closed foster13 22 views 1 comment 0 points Most recent by foster13 March 28Using Reports
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  How to use shared account (Husband & Wife), yet exclude certain information like gifts?

  Answered ✓ Closed KDC1996 177 views 4 comments 0 points Most recent by KDC1996 March 28Using Space Sharing
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  Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

  In Review achester99 3.4K views 69 comments 271 points Most recent by angeleyz21 March 27Feature Requests
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  Rename the "Payee" field to "Payee/Payor" (edited)

  Active perkin-warbeck 66 views 9 comments 6 points Most recent by RobWilk March 26Feature Requests
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  "undefined" shows up under Notes column after splitting a transaction with no notes!

  Closed KB2014 69 views 9 comments 1 point Most recent by KB2014 March 25Troubleshooting
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  Stop changing column displays and column names in reports (edited)

  Closed quick username 43 views 3 comments 0 points Most recent by Coach Marcus March 24Feedback
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  Show the Transactional Data Limit gear icon without having to hover (edited)

  Active DryHeat 22 views 1 comment 8 points Most recent by sbennet1 March 24Feature Requests
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  How to see the cumulative balance after each entry line in transactions

  Answered ✓ Closed Andre Cheply 42 views 2 comments 0 points Most recent by Andre Cheply March 22Managing Your Transactions
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  Transfer category accounts list in transactions got drastically narrower after 6.11.0 update

  Closed KB2014 201 views 34 comments 0 points Most recent by DryHeat March 22Troubleshooting
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  Cannot enter recurring or manual transaction that will be due over a year (365 days) from today

  Closed Andre Cheply 95 views 11 comments 0 points Most recent by SRC54 March 20Bills and Income
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  Simplifi CSV Import — Category with "/" Not Recognized

  Closed JMQkn 22 views 2 comments 0 points Most recent by Coach Jon March 20Troubleshooting
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  289
  Split transactions should be treated as separate transactions (2 Merged Votes)

  Completed Closed bcrossman 5.6K views 167 comments 289 points Most recent by bcrossman March 20Feature Requests
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  QBP: Zelle payments should not automatically be transfers (edited)

  Active Eric D 56 views 5 comments 8 points Most recent by EL1234 March 18Quicken Business & Personal Feature Requests
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  Optum FSA Account Transaction Activity does not align with Simplifi/FDP-102/FDP-2001/to.100 (edited)

  jhst 178 views 26 comments 0 points Most recent by Coach Jon March 18Adding and Updating Accounts
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  Bank of America hasn't updated since Feb 13th / Care Code: 2204

  Closed System 55 views 6 comments 0 points Most recent by Coach Jon March 17Adding and Updating Accounts
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  Transaction Detail view on Android phone doesn't quite fit on screen

  Closed DryHeat 99 views 11 comments 0 points Most recent by Coach Jon March 17Report a Bug
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  Transactions Stopped Downloading - Wells Fargo and Discover (edited)

  Closed Thomas56 226 views 21 comments 0 points Most recent by Coach Natalie March 16Adding and Updating Accounts
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  Merged: Add “Duplicate” to the transaction ••• (three‑dot) menu

  Closed Dre 11 views 0 comments 4 points Most recent by Dre March 15Feature Requests
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  Please put rules back on the transactions under the payee where it used to be (edited)

  Closed Rghsfl 19 views 1 comment 0 points Most recent by Coach Kristina March 15Managing Your Transactions
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  Balances and transactions out of sync

  Closed ChrisWT314 29 views 2 comments 0 points Most recent by SRC54 March 15Adding and Updating Accounts
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  Unable to split paycheck, adding split amounts only increases amount to split

  Answered ✓ Closed D_Oldham 140 views 14 comments 1 point Most recent by DryHeat March 14Managing Your Transactions
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  Search By Check Number

  Closed John Kostenbader 27 views 2 comments 0 points Most recent by John Kostenbader March 14Feedback
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  Why did you change the format for downloading transactions?

  Answered ✓ Closed Gonzalo Eyzaguirre 26 views 1 comment 0 points Most recent by DryHeat March 12Managing Your Transactions
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  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 227 views 22 comments 0 points Most recent by EL1234 March 11Report a Bug
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  Past due bills cannot link to transaction (edited)

  Closed RobI 35 views 4 comments 0 points Most recent by Coach Natalie March 11Troubleshooting
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  2
  Add an 'Attachments' column to Reports (edited)

  Completed Closed Dick_Davis 23 views 1 comment 2 points Most recent by Coach Natalie March 11Feature Requests
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  Pending expenses downloaded as income (edited)

  Closed squirrelbeforesunset 34 views 3 comments 0 points Most recent by Coach Jon March 11Troubleshooting
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  3
  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Completed Closed afrancisco87 184 views 6 comments 3 points Most recent by Coach Natalie March 11Feature Requests