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 Feature
Open your Quicken Simplifi mobile app.
In the dashboard cards area, tap the blue Review Transactions card.
How to Filter Transactions for Review
Once you’re in the Review Transactions screen, to make reviewing your transactions easier and more organized. Tap the filters icon in the upper-right corner and customize the Review Transactions view.
Date range options:
Categories options:
Quicken Simplifi Business & Personal only:
You can also sort your transactions by:
To apply the filter, tap Save at the bottom.
Mark Transactions as Reviewed
After you’ve selected the group of transactions to review, Quicken Simplifi will show one transaction at a time. To mark a transaction as reviewed, you can:
Tap the blue Mark as reviewed button at the bottom.
Or swipe the transaction to the right.
Skip Review for a Transaction
If you need more time to review a transaction, you can:
Tap the Skip button at the bottom.
Or swipe the transaction to the right.
Undo Marked Transactions as Reviewed
Accidentally made a change in Quicken Simplifi and want to undo it? Quicken Simplifi provides an undo (circular arrow)button located in the upper-right corner.
If you're looking for steps specific to the web app, please see our article on How to Review Your Transactions in Quicken Simplifi.
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.
Frequently Asked Questions
Find the answers to the most frequently asked questions!
Can I mark all transactions as reviewed in one action?
Can I mark all transactions as reviewed in one action?
Yes! To do so, please use the web app instead. You can find a step-by-step guide on how to mark all transactions as reviewed here.