Transactions

Discussion List

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  Bank of America hasn't updated since Feb 13th / Care Code: 2204

  Closed System 56 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 104 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 234 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 11 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 53 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 161 views 14 comments 1 point Most recent by DryHeat March 14Managing Your Transactions
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  Search By Check Number

  Closed John Kostenbader 31 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 24 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 248 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 38 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 22 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 31 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 201 views 6 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  4
  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Completed Closed UrsulaA 43 views 5 comments 4 points Most recent by EL1234 March 10Feature Requests
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  2
  Web App: Display the full category path when searching the categories list on transactions

  Completed Closed asheroto 52 views 3 comments 2 points Most recent by bobthemoneyguy March 9Feature Requests
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  7

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  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 71 views 4 comments 7 points Most recent by Jds March 8Feature Requests
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  Split transactions still don't have a notes section or ability to exclude (edited)

  Closed Silverthorne 32 views 1 comment 1 point Most recent by Coach Kristina March 7Managing Your Transactions
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  Merged: No longer seeing "pending" transactions at the top of the register

  Closed nicko 51 views 0 comments 0 points Most recent by LW2000 March 6Managing Your Transactions
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  Explanation why transactions need to be based on Transaction Purchase dates instead of Posted dates

  Closed improvementneed 32 views 1 comment 0 points Most recent by Coach Jon March 5Feedback
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  Image for "Show Split Items Mode (parent note and split note)" in Web Release 6.9.0 (edited)

  Closed Dick_Davis 41 views 4 comments 0 points Most recent by DryHeat March 5Managing Your Transactions
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  No transactions shown when filtering to personal on mobile (edited)

  Closed Lhh 156 views 12 comments 0 points Most recent by Coach Jon March 5General Troubleshooting
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  3

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  Mobile App: Ability to scroll, zoom, and view multiple pages in PDF attachments (edited)

  newuser482 22 views 1 comment 3 points Most recent by Coach Natalie March 5Feature Requests
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  4

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  Prevent automatic edits to Transactions that have been marked as Reviewed

  Active EL1234 21 views 3 comments 4 points Most recent by EL1234 March 5Feature Requests
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  Entering Transactions from Dashboard on Mobile App (edited)

  Answered ✓ Closed jbaker5400 21 views 1 comment 0 points Most recent by Coach Natalie March 4Getting Started
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  Pending and cleared transaction showing as duplicates in Spending Plan

  Closed RobI 132 views 9 comments 1 point Most recent by SRC54 March 4Using the Spending Plan
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  What does "auto match" use to match transactions?

  Closed System 76 views 5 comments 0 points Most recent by Coach Natalie March 3Bills and Income
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  PayPal account does not show most recent posted transactions

  Closed Jrunner01 59 views 1 comment 0 points Most recent by Coach Natalie March 2Adding and Updating Accounts
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  Pending transactions that are linked to recurring don't show as "paid" in Bills & Income (edited)

  BenB 123 views 11 comments 2 points Most recent by Coach Natalie March 2Feedback