Add/Edit Transactions

Discussion List

• 
  Used to be able to vertically size the "Downloaded Transactions" window.

  Answered ssprinz 102 views 5 comments 0 points Most recent by Chris_QPW August 2021Registers & Transactions (Windows)
• 
  Transactions not reflecting properly on budget.

  Answered Closed Darrell W. 52 views 1 comment 0 points Most recent by Scooterlam August 2021Budgeting and Planning Tools (Windows)
• 
  Northwestern Mutual Account

  Answered Closed dgwilcox 1.1K views 2 comments 0 points Most recent by dgwilcox August 2021Download, Add/Update Accounts (Mac)
• 
  I get the error OL-209-B when updating from my BBVA-USA accounts?

  Answered ✓ HDKING 273 views 6 comments 0 points Most recent by Bzonk August 2021Registers & Transactions (Windows)
• 
  Tax Refund categorization

  Answered harry askenazi 921 views 2 comments 0 points Most recent by Sherlock August 2021Registers & Transactions (Windows)
• 
  Why do downloaded transactions usually get assigned to the same incorrect payee?

  Answered ✓ Closed rwclaggett 62 views 4 comments 0 points Most recent by UKR August 2021Signing in, Passwords, and Activation (Windows)
• 
  How to get 401k to reconcile properly

  Answered ✓ Closed scale 153 views 2 comments 0 points Most recent by scale August 2021Download, Add/Update Accounts (Mac)
• 
  Group copy of payee to memo/notes [transaction download from Venmo]

  Answered Closed scale 51 views 2 comments 0 points Most recent by scale August 2021Download, Add/Update Accounts (Mac)
• 
  I want to change the names of my Savings GOALS....?

  Answered Closed deex2 87 views 2 comments 0 points Most recent by deex2 August 2021Budgeting and Planning Tools (Windows)
• 
  Text not being sent for 2FA (Mac version 6.3.0, build 603.40884.100)

  Answered Closed bjmarg 31 views 2 comments 0 points Most recent by bjmarg August 2021Download, Add/Update Accounts (Mac)
• 
  Accrual vs cash basis

  Closed jimbean2 376 views 8 comments 0 points Most recent by jacobs August 2021Investing (Mac)
• 
  I cannot add another transaction to my checking account.

  Answered DonnaEndres 51 views 3 comments 0 points Most recent by UKR August 2021Registers & Transactions (Windows)
• 
  How do I remove of securities listed as "active" which are long gone?

  Answered ✓ Closed pjw7 465 views 8 comments 1 point Most recent by pjw7 August 2021Registers & Transactions (Mac)
• 
  Merged: XLN is an adjustment but why does it appear randomly when I enter equity transactions?

  KlisterKid 11 views 0 comments 0 points Most recent by KlisterKid August 2021Investing (Windows)
• 
  How do you use the Investment Transaction List

  Answered ✓ williamspl 153 views 10 comments 0 points Most recent by williamspl August 2021Registers & Transactions (Windows)
• 
  Entering Refinance Mortgage Loan and paying off old loan

  Answered Closed ATL-Paul 76 views 1 comment 0 points Most recent by Sherlock August 2021Budgeting and Planning Tools (Windows)
• 
  How to enter Salesforce / Slack take over?

  Sugarhee1966 801 views 3 comments 0 points Most recent by Tom Young July 2021Investing (Windows)
• 
  Lending loan "Balloon Payment" mystery

  Answered JeffVandervoort 125 views 7 comments 0 points Most recent by JeffVandervoort July 2021Registers & Transactions (Windows)
• 
  How to save edited transactions

  Answered pyoung 21 views 1 comment 0 points Most recent by splasher July 2021Registers & Transactions (Windows)