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Flagging Transactions in Quicken Simplifi on the Mobile App

Learn how to flag transactions in Quicken Simplifi

Written by Dora R

Overview

If you encounter a transaction you do not recognize or wish to review later, Quicken Simplifi allows you to flag it for easy follow-up. You can choose from five different flag colors to help organize and track transactions in a way that works best for you.


Flagging Transactions

To flag a transaction, follow the steps below:

  1. Swipe right on any transaction in the list to view flag options.

  2. Or, tap a transaction to open it, then scroll down and select Set flag.

Note: To remove a flag, tap or swipe right on the transaction, select Set Flag, tap the uncolored flag, and then select Update.


If you're looking for specific steps for the Web App, please refer to our article on Flagging Transactions in Quicken Simplifi.

If you have any questions about Quicken Simplifi, our support team is here to help.

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