Overview
By design, Quicken Simplifi is meant to do most of the work for you, but there may be instances when you need to create or edit a transaction manually. Like many other things, Quicken Simplifi makes managing your transactions simple!
Managing Transactions
We designed Quicken Simplifi so you can manage transactions from multiple areas of the product. In this article, however, we'll focus on the main Transaction Activity view. To get there, click Transactions in the left panel.
By default, Quicken Simplifi displays a combined view of all your transaction activity. If you’d like to review transactions for a single account, simply filter the view by selecting that account from the Accounts List.
Add a Manual Transaction
When adding a manual transaction to Quicken Simplifi, the status of the transaction will automatically default to Pending if it's in a connected account and Cleared if it's in a manual account.
Note: Manually entered transactions are limited to a date of 1 year in the future.
Hover over the left panel and click Transactions.
Click the + New button to the upper right of your Transaction Activity.
Use the two icons at the top to:
Mark the transaction as 'Review.'
Flag the transaction with a specific color.
Use the Mark As Recurring button to create a recurring transaction series for this transaction.
Enter the transaction details such as:
Payee.
Date.
Amount.
For the Account field, ensure you are selecting the correct one.
You can also:
Add a category and splits.
Add tags, notes, and attachments.
Select to Exclude from Spending Plan and/or Exclude from Reports.
Click Create when done.
Note: If you manually enter a transaction in a connected account, Quicken Simplifi will automatically match it to the downloaded transaction as long as the details are the same.
Edit a Transaction
Some transaction changes can be made from the main Transaction Activity screen, such as the Date, Payee, Category, Amount, and any other clickable field. However, some changes will need to be made by opening the Transaction Detail window:
Hover over the left panel and click Transactions.
Locate the transaction you'd like to edit, hover over it, and then click the three-dot menu at the end of it.
Select Edit transaction.
Make the necessary changes.
Click Update when done.
How to Bulk Edit Multiple Transactions
Hover over a transaction and place a check mark in the box to its left.
Repeat step 1 for each transaction you want to edit.
Click the pencil icon at the upper right.
Select the transaction properties you’d like to change.
Make the necessary changes.
Click Apply when done.
Deleting a Transaction
We recommend reviewing your transactions before deleting, as they will not re-download once deleted; the transaction will have to be manually entered instead.
Hover over the left panel and click Transactions.
Locate the transaction you'd like to delete, hover over it, and click the three-dot menu on its far right.
Select Edit transaction.
Click Delete at the bottom right.
How to Bulk Delete Multiple Transactions
Hover over a transaction and place a check mark in the box to its left.
Repeat step 1 for each transaction you want to delete.
Click the pencil icon at the upper right.
Select Delete Transactions.
Click Delete to confirm.
Splitting a Transaction
Splitting a transaction allows you to assign multiple Categories and/or Tags to a single transaction. Splitting transactions does not allow for separate Dates, though we are working hard on a solution for users who want to split an expense across multiple months.
1. Split a transaction
a. Hover over the left panel and click Transactions.
b. Locate the transaction you'd like to split, hover over it, and click the three-dot menu on its far right.
c. Select Edit transaction.
d. Click the blue Split button underneath the Category field.
e. Click + Add Split to add as many lines as needed.
2. Enter the split details
a. Enter the category for each split line.
b. Enter the amounts for each split line.
• To divide the amount evenly among all of your splits, you can click the three-dot menu next to the “Left to split amount” and select Divide among Splits.
3. Add more fields
a. Click the three-dot menu on the far right of each split line.
b. Click on the option you want to enable a field for:
• Client & Project (Business & Personal only).
• Tags.
• Exclusions (from Spending Plan and reports).
• Notes.
4. Click Continue to save the split details.
5. Click Update to save the transaction.
Note: If you apply a split to a pending transfer transaction in one account, the corresponding transfer in the other account will also be marked as Pending. To clear the transactions, go to the original split transaction and update its status from Pending to Cleared.
Attaching a Receipt to a Transaction
Have you ever needed a receipt to return something or a warranty claim, and then couldn't find it? Well, now you can snap a photo of that receipt and attach it to your transaction for safekeeping!
Hover over the left panel and click Transactions.
Locate the transaction you'd like to attach a receipt to, hover over it, and then click the three-dot menu at the end of it.
Select Edit transaction.
In the Attachments section, click Upload, then locate the receipt and select it or drag and drop the file.
Click Update when done.
As long as the transaction with the attached receipt remains in your Quicken Simplifi account, Quicken Simplifi will keep the attachment indefinitely.
Note: To troubleshoot missing transactions, see our support article here.
Frequently Asked Questions
Find the answers to frequently asked questions for this topic!
Does Quicken Simplifi download pending transactions?
Does Quicken Simplifi download pending transactions?
With the exception of a few financial institutions, Quicken Simplifi will download pending transactions within four to six hours of appearing on your bank's website. Find out more here!
Why can I only see some of my transactions?
Why can I only see some of my transactions?
To improve performance, your transactions will default back to just a few years. If you'd like to access older transactional data, you may do so by hovering over and then selecting the gear icon to the upper left of your Transaction Activity. However, we advise keeping your transactional data limited to keep Quicken Simplifi performing at full capacity.
What differences are there for manual transactions?
What differences are there for manual transactions?
When entering a manual transaction to a connected or manual account, a few things won’t be applied to your manual transactions, such as:
Additionally, manual transactions added to a connected account will have their status default to Pending. You’ll need to manually update the status to Cleared for the Pending status to be removed.
Manual transactions added to manual accounts will have their status default to Cleared.
How does entering a manual transaction affect my balance?
How does entering a manual transaction affect my balance?
When you add manual transactions to a connected account, they won't change the displayed balance. Your accounts always show the bank’s current balance along with any pending transactions at the bank.
For manual accounts, since we don't receive a bank balance for a manual account, you would need to maintain the account's balance by manually adding transactions.
To learn more about how Quicken Simplifi calculates balances, please click here.
How do I track pre-deposit paycheck deductions?
How do I track pre-deposit paycheck deductions?
The best way to track pre-deposit paycheck deductions is to split the transaction and enter the amount used for each individual deduction. Please be sure to take a look at the instructions here for more details!
How do I categorize a transfer from a checking to an investment account?
How do I categorize a transfer from a checking to an investment account?
With the Investment Transactions feature, you can easily perform Transfers to and from your investment accounts just like any other Linked Transfer. Find out more here!
What is the 'Reviewed' column used for?
What is the 'Reviewed' column used for?
Although you can use the 'Reviewed' column for any number of reasons, we have a support article available here with some suggested uses.
If you're looking for the steps specific to the mobile app, please see our article on Managing Transactions on the Mobile App.
If you have any questions or need help managing your transactions in Quicken Simplifi, please don't hesitate to reach out to our support team!