Transactions

Discussion List

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  Changes to Pending transactions are lost after they clear

  Closed BankersHours 29 views 2 comments 0 points Most recent by Wedo778 May 20Adding and Updating Accounts
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  Vent - time consuming over time

  Closed Mrsterry 90 views 2 comments 0 points Most recent by DannyB May 19How do you Quicken Simplifi?
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  remove automatic exclusion

  Closed mk_ 32 views 3 comments 0 points Most recent by EL1234 May 17Feature Requests
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  Issue with auto-categorization of Venmo account based off of name

  Closed ghin 86 views 3 comments 0 points Most recent by Coach Natalie May 17Adding and Updating Accounts
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  How to manage foreign currency accounts?

  Answered ✓ Closed Christaaay 167 views 3 comments 0 points Most recent by Coach Jon May 17Troubleshooting
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  Uncheck "Apply/Set for Past/Existing Transactions" prompt by default [edited] (6 Merged Votes)

  Active timmyc123 375 views 19 comments 27 points Most recent by balenblanken May 16Feature Requests
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  American Funds 401k missing Holdings (edited)

  Closed LyT 289 views 17 comments 0 points Most recent by Coach Natalie May 16Investments
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  Various bugs since day 1 - false negative balance notifications being the most severe

  Closed davidnuzik 63 views 3 comments 0 points Most recent by RobWilk May 14Feedback
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  Chase and CITI Transactions are not downloading (edited)

  Closed Ruben 101 views 2 comments 0 points Most recent by Coach Natalie May 13Adding and Updating Accounts
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  Another Oddity with Wells Fargo Pending Transactions/Downloads

  Closed DannyB 136 views 2 comments 0 points Most recent by DannyB May 12Adding and Updating Accounts
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  Conflict in updating transaction "Sorry, but we were unable to make your changes."

  Closed username3 132 views 5 comments 0 points Most recent by Coach Jon May 10Report a Bug
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  Once a transaction is marked as "Reviewed", do not apply automatic changes (edited)

  Active timmyc123 84 views 6 comments 11 points Most recent by ejs May 10Feature Requests
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  How to apply a payment to a loan

  Answered ✓ Closed LaurieS 264 views 3 comments 0 points Most recent by DannyB May 10Adding and Updating Accounts
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  6
  Mobile App: Ability to create "Subscriptions" from existing transactions [edited] (1 Merged Vote)

  Completed Closed tapierce 110 views 10 comments 6 points Most recent by Coach Natalie May 8Feature Requests
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  Link a reminder to a transaction in a manual account

  Answered ✓ Closed Ant-Money 42 views 2 comments 0 points Most recent by Ant-Money May 7Managing Your Transactions
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  Sort "Accounts" in filter selection.

  Closed QuantumWest 58 views 2 comments 1 point Most recent by Coach Jon May 7Report a Bug
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  Fidelity Visa Credit Card hasn't pulled in any of my transactions (edited)

  Closed sca1178 60 views 2 comments 0 points Most recent by Coach Jon May 7Adding and Updating Accounts
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  How do I identify a credit card payment on a manual account?

  Answered ✓ Closed Lee123 55 views 4 comments 0 points Most recent by DannyB May 7Adding and Updating Accounts
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  Missing Income Transaction

  Closed dhpeter 105 views 13 comments 0 points Most recent by RJ_ May 6Troubleshooting
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  CC Balance Transfer

  Answered ✓ Closed oreddie1 28 views 4 comments 0 points Most recent by UrsulaA May 6Troubleshooting
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  Changing category of pending transaction creates duplicates?

  Closed Aranel 59 views 3 comments 0 points Most recent by Coach Natalie May 6Managing Your Transactions
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  Question About Importing Applecard Transactions (edited)

  Answered ✓ Closed krmjo 52 views 3 comments 0 points Most recent by krmjo May 5Managing Your Transactions
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  Accounts not refreshing on Finicity (edited)

  Closed A Deutscher 1.1K views 63 comments 3 points Most recent by Coach Natalie May 2Troubleshooting
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  Reverse register for UFCU

  Closed alex9723 51 views 5 comments 0 points Most recent by Coach Natalie May 2Adding and Updating Accounts
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  Ability to add logos/icons to Payees and Recurring Transactions (edited)

  Active rubles_mere.0e 110 views 4 comments 7 points Most recent by nakada May 1Feature Requests
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  Many Users Complaining About Missing Transactions

  Closed bobmablob 53 views 1 comment 0 points Most recent by Coach Natalie May 1Feedback
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  Incorrect credit card payment amounts?

  Closed RLBradbury 133 views 15 comments 0 points Most recent by RLBradbury May 1Managing Your Transactions
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  Show Check Images in Quicken

  Closed mandie1008 42 views 3 comments 1 point Most recent by DannyB April 29Feedback
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  "Withdrawal Debit Card Check Card" downloading for Sound Credit Union transactions (edited)

  Closed chris_moceri 123 views 15 comments 0 points Most recent by Coach Natalie April 29Adding and Updating Accounts
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  When I try to use the "Link to Transaction" function, the specific transaction isn't listed

  Closed System 30 views 3 comments 1 point Most recent by Coach Jon April 29Troubleshooting