Overview
Reviewing your transactions helps keep your reports, budgets, and tax estimates accurate. Quicken downloads and categorizes most transactions automatically, but automation is not always perfect. A quick, regular review helps you catch mistakes before they affect your finances.
Note: This feature is currently unavailable in the mobile app for Simplifi Basic subscribers. If you are a Simplifi Basic subscriber, please use the web app instead.
How to Access the Review Transactions Shortcut
Hover over the left panel and click Dashboard.
In the dashboard cards area, locate Review Transactions.
Select one of the following options to start reviewing transactions:
Last 30 days.
Uncategorized.
Large amount(s).
Review All.
Business Income (Quicken Simplifi Business & Personal only).
Mark Transactions as Reviewed
After you’ve selected the group of transactions to review, follow these instructions to start reviewing:
Locate the transaction you'd like to mark as reviewed.
Hover over the transaction and check the box to its left.
Click the blue Mark selected as reviewed button.
To mark all transactions as reviewed
After you’ve selected the group of transactions to review, no need to select each transaction; just click the blue Mark all as reviewed button at the upper right.
Undo Marked Transactions as Reviewed
Accidentally made a change in Quicken Simplifi and want to undo it? Quicken Simplifi provides an Undo prompt.
Selecting this prompt undoes the change you just made, and it shows which action you’re undoing. Once the prompt disappears, you can no longer undo the change.
Note: The Undo prompt only appears for a few seconds, so you'll need to be quick if you want to undo something.
If you're looking for steps specific to the mobile app, please see our article on How to Review Your Transactions in Quicken Simplifi Mobile App.
If you have any questions or need help reviewing your transactions in Quicken Simplifi, reach out to our support team. Or start a live chat by clicking on the blue messenger icon in the bottom-right corner of the screen.