Transactions

Discussion List

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  What will deleting a full month's transactions do? (edited)

  Closed Dick_Davis 28 views 3 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  Unable to Delete Transaction from Other Spend (edited)

  Closed housetr 31 views 3 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  Notes field not updating (intermittent)

  Closed Sam P 21 views 1 comment 0 points Most recent by Coach Jon August 2025Report a Bug
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  Transactions not updating with Voya Financial

  Closed System 39 views 7 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Feature Request: Display Total Dollar Amount for Filtered Transactions

  Closed Poeppingp 3 views 1 comment 0 points Most recent by Coach Natalie August 2025Managing Your Transactions
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  Pending Activity Updates disappear after new sync

  Closed jflores11 24 views 3 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  Cannot Link Transaction to a Recurring Series

  Answered ✓ Closed housetr 24 views 1 comment 0 points Most recent by jflores11 August 2025Managing Your Transactions
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  Unable to view attachments when clicking the paperclip in the register (edited)

  Closed Dick_Davis 99 views 16 comments 0 points Most recent by Dick_Davis August 2025Report a Bug
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  Transaction automatically changed to "uncategorized" when switching from personal to business

  Closed Thoraidan 31 views 1 comment 0 points Most recent by Coach Jon August 2025General Troubleshooting
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  Finding Missing Linked Transactions (Web App)

  Answered ✓ Closed Dick_Davis 39 views 2 comments 0 points Most recent by Dick_Davis August 2025Managing Your Transactions
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  Notes

  Closed Manuel M. 13 views 1 comment 1 point Most recent by Coach Jon August 2025Feedback
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  4
  Restore the "Mark as one-time bill" option in the three-dot menu of transactions (edited)

  Completed Closed kgaren 25 views 3 comments 4 points Most recent by kgaren August 2025Feature Requests
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  Incorrect Transaction Payee

  Closed iakoubtchik 21 views 3 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  64

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  Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

  Active WWi 2.2K views 33 comments 64 points Most recent by mschnei42 August 2025Feature Requests
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  9

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  Show icon next to transfer transactions in register to quickly identify matches (edited)

  Active Norm6257 16 views 1 comment 9 points Most recent by Dick_Davis August 2025Feature Requests
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  Paycheck Splitting [Edited]

  Closed Dick_Davis 66 views 6 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  24
  When editing transactions, don't automatically mark them as 'Reviewed' (edited)

  Completed Closed lovetobudget 273 views 16 comments 24 points Most recent by mzlynzy August 2025Feature Requests
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  Reconciling the Accounts (Checking, Savings, Credit Cards, etc.)

  Closed Dick_Davis 132 views 10 comments 0 points Most recent by SRC54 August 2025Feedback
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  Projected Cash Flow Shows Future Months (edited)

  Closed Dick_Davis 36 views 7 comments 0 points Most recent by DryHeat August 2025Projected Cash Flow
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  32

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  Recycle Bin for Deleted Transactions (edited)

  Active coltrane 252 views 12 comments 32 points Most recent by Dick_Davis August 2025Feature Requests
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  9

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  Better Automatic Transaction Merging [Edited]

  Active Jim Nissen 27 views 3 comments 9 points Most recent by explorer2024 July 2025Feature Requests
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  Missing Transactions

  Closed damnedxer 27 views 3 comments 0 points Most recent by SRC54 July 2025Troubleshooting
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  Certain transactions always come auto flagged as "exclude from spending plan" (edited)

  Closed nrp06 190 views 27 comments 0 points Most recent by EL1234 July 2025Using the Spending Plan
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  8

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  Search within attachments

  Active bowgy4 21 views 3 comments 8 points Most recent by Coach Natalie July 2025Feature Requests
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  1
  Ability to automatically include non-recurring income in the Spending Plan (edited)

  Already Offered Closed MishaM 50 views 2 comments 1 point Most recent by EL1234 July 2025Feature Requests
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  Transaction Activity – Notes not fully displayed (edited)

  Closed Dick_Davis 64 views 8 comments 0 points Most recent by Dick_Davis July 2025Report a Bug
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  Mobile Receipt Scanning/Upload

  Closed aastol 527 views 9 comments 2 points Most recent by aastol July 2025Feedback
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  Mortgage Payments (Principal, Interest, & Escrow) Recommendations Setup

  Closed Dick_Davis 171 views 10 comments 0 points Most recent by Dick_Davis July 2025Adding and Updating Accounts
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  Link Part of a Split Transaction to a Recurring Bill [edited] (1 Merged Vote)

  Active ccrawford 457 views 25 comments 84 points Most recent by nakada July 2025Feature Requests
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  Personal Loan is a bill and a liability, right?

  Closed Roadog51 87 views 4 comments 0 points Most recent by SRC54 July 2025Getting Started