Add/Edit Transactions

Discussion List

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  Renaming and Applying Category to Multiple Payees

  Answered Closed Askoz 94 views 1 comment 0 points Most recent by Rocket J Squirrel July 2024File Conversion and Backup (Windows)
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  Mark a transaction "cleared" with a key combination-shortcut instead of a mouse click

  Closed caffreye44 803 views 1 comment 2 points Most recent by UKR June 2024Errors and Troubleshooting (Windows)
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  Can't accept downloaded transactions

  Answered ✓ Closed Michael Rosen 98 views 3 comments 0 points Most recent by UKR June 2024Errors and Troubleshooting (Windows)
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  After OSU, when I try to Reconcile msg: "Your Account May Be out of Date" occurs

  Closed DoctorBrown 139 views 4 comments 0 points Most recent by mshiggins June 2024Registers & Transactions (Windows)
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  pending transactions causing difficulty with transaction edits

  Closed enahundley 447 views 8 comments 0 points Most recent by Chris_QPW June 2024Errors and Troubleshooting (Windows)
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  Is there a way to manually enter an item so it doesn't clear or reconcile?

  Answered ✓ Closed Sherp 161 views 3 comments 0 points Most recent by Ps56k2 June 2024Registers & Transactions (Windows)
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  Return of Capital should not be "Not Categorized" transaction (20 Legacy Votes)

  Reviewed Joseph Arden 941 views 28 comments 8 points Most recent by q_lurker June 2024Investments
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  Accepting downloaded transactions - Accept and Decline buttons flicker

  Answered Closed Michael Rosen 146 views 7 comments 0 points Most recent by UKR June 2024Errors and Troubleshooting (Windows)
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  Charge & Payment showing backwards as of today

  Answered Closed brian.s 156 views 2 comments 0 points Most recent by brian.s June 2024Errors and Troubleshooting (Windows)
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  Why does downloading clear all my previously categorized transactions?

  Answered Closed marap_a 113 views 4 comments 0 points Most recent by marap_a June 2024Errors and Troubleshooting (Windows)
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  S-Corp shares cost basis adjustment

  Answered ✓ Closed Everett 153 views 5 comments 0 points Most recent by Everett May 2024Investing (Windows)
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  Reconciled balance keeps changing

  Answered Closed Michael Rosen 421 views 3 comments 0 points Most recent by Michael Rosen May 2024Registers & Transactions (Windows)
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  (How do I) Manually sort transactions of same date in same register?

  Closed TrunkMonkey 530 views 3 comments 0 points Most recent by mshiggins May 2024Registers & Transactions (Windows)
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  Bank of America Does Not Auto Download Transactions

  Closed nineseas 100 views 2 comments 0 points Most recent by rcelio May 2024Registers & Transactions (Windows)