Transactions

Discussion List

• 
  Festivus is Over But I Still Have Grievances!

  Closed Tim Etherington 72 views 8 comments 0 points Most recent by Tim Etherington April 9Feedback
• 
  Can't create a category rule from a transaction (edited)

  Closed wavehowie 29 views 1 comment 0 points Most recent by Coach Natalie April 8Managing Your Transactions
• 
  Fidelity Visa Card account missing transactions

  Closed John Wells 13 views 1 comment 0 points Most recent by Coach Jon April 8Adding and Updating Accounts
• 
  1

  Up Down
  Add thumbnail image icons to transactions to add some life and color (edited)

  gerard143 16 views 1 comment 1 point Most recent by Coach Natalie April 8Feature Requests
• 
  Transaction List Update: Share your feedback here!

  Closed Coach Natalie 3K views 193 comments 1 point Most recent by Coach Natalie April 7Feedback
• 
  When scrolling transactions, the screen auto-adjusts back to the top of the screen (edited)

  Closed bclifton01 36 views 2 comments 2 points Most recent by sbennet1 April 7Report a Bug
• 
  Hudson Valley Credit Union transactions not loading (edited)

  Closed Charles V 151 views 12 comments 0 points Most recent by Coach Natalie April 6Adding and Updating Accounts
• 
  28

  Up Down
  Convert Reminders to a Transaction on the day they occur [edited] (1 Merged Vote)

  Active cwebbs60 1.3K views 48 comments 28 points Most recent by sbennet1 April 6Feature Requests
• 
  Target Red Card missing transactions and fake $0 transactions (edited)

  Closed royhova 112 views 3 comments 1 point Most recent by ericmn April 6Adding and Updating Accounts
• 
  New Feature Alert: Spending and Income Tabs in Your Registers!

  Closed Coach Natalie 333 views 1 comment 3 points Most recent by Coach Natalie April 3Updates From the Product Team
• 
  Close REMINDER and ENTER TRANSACTION at 12:00am on day of

  Closed woodsman 25 views 2 comments 0 points Most recent by SRC54 April 1Bills and Income
• 
  Transaction History Settings

  UrsulaA 786 views 24 comments 0 points Most recent by UrsulaA April 1Report a Bug
• 
  Issues with bulk un-excluding transactions

  System 151 views 12 comments 0 points Most recent by Coach Natalie April 1Report a Bug
• 
  Transactions aren't showing

  Closed Mortimer Duke 44 views 1 comment 0 points Most recent by Mortimer Duke April 1Troubleshooting
• 
  Help with linking split transactions to recurring (edited)

  Closed shely6875 123 views 6 comments 0 points Most recent by DryHeat April 1Troubleshooting
• 
  No balance or transaction updates since friday (edited)

  Closed Dr Gene 12 views 1 comment 0 points Most recent by Coach Jon March 30Adding and Updating Accounts
• 
  Hovering over ---Split--- in Transaction List now Shows You the Split Amounts

  Closed SRC54 32 views 4 comments 1 point Most recent by Flopbot March 30Feedback
• 
  3

  Up Down
  In Reports, show a count of transactions matching the filters

  GC_MC 22 views 2 comments 3 points Most recent by Coach Natalie March 30Feature Requests
• 
  2

  Up Down
  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
• 
  Getting transaction amounts to show in reports run by category?

  Answered ✓ Closed foster13 30 views 1 comment 0 points Most recent by foster13 March 28Using Reports
• 
  How to use shared account (Husband & Wife), yet exclude certain information like gifts?

  Answered ✓ Closed KDC1996 300 views 4 comments 0 points Most recent by KDC1996 March 28Using Space Sharing
• 
  271

  Up Down
  Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

  In Review achester99 3.5K views 69 comments 271 points Most recent by angeleyz21 March 27Feature Requests
• 
  6

  Up Down
  Rename the "Payee" field to "Payee/Payor" (edited)

  Active perkin-warbeck 73 views 9 comments 6 points Most recent by RobWilk March 26Feature Requests
• 
  "undefined" shows up under Notes column after splitting a transaction with no notes!

  Closed KB2014 68 views 9 comments 1 point Most recent by KB2014 March 25Troubleshooting
• 
  Stop changing column displays and column names in reports (edited)

  Closed quick username 54 views 3 comments 0 points Most recent by Coach Marcus March 24Feedback
• 
  How to see the cumulative balance after each entry line in transactions

  Answered ✓ Closed Andre Cheply 49 views 2 comments 0 points Most recent by Andre Cheply March 22Managing Your Transactions
• 
  Transfer category accounts list in transactions got drastically narrower after 6.11.0 update

  Closed KB2014 237 views 34 comments 0 points Most recent by DryHeat March 22Troubleshooting
• 
  Cannot enter recurring or manual transaction that will be due over a year (365 days) from today

  Closed Andre Cheply 103 views 11 comments 0 points Most recent by SRC54 March 20Bills and Income
• 
  Simplifi CSV Import — Category with "/" Not Recognized

  Closed JMQkn 33 views 2 comments 0 points Most recent by Coach Jon March 20Troubleshooting
• 
  289
  Split transactions should be treated as separate transactions (2 Merged Votes)

  Completed Closed bcrossman 5.8K views 167 comments 289 points Most recent by bcrossman March 20Feature Requests