Overview
In true Quicken Simplifi fashion, we like to make managing your transactions easy! This includes the ability to customize your account registers by adding and removing Columns. That way, you can focus on the important stuff when viewing your transactions and exclude the rest!
Quicken Simplifi has thirteen default Columns enabled: Account, Date, Status, Payee, Category, Tags, Attachment, Client/Project, Amount, Exclusion, Flag, Recurring, and Usage. Quicken Simplifi also offers the ability to enable these additional columns:
Check #
Notes
Reviewed
Adding and Removing Columns
Customizations made to an account register will apply to all accounts and account headers.
Hover over the menu on the left-hand side and select Transactions.
Click the gear icon to the upper right of the Transactions List.
Click on each of the Columns that you wish to display and a checkmark will appear next to it. To remove a Column, just uncheck it. Note: Some Columns cannot be removed, such as Date, Payee, Category, and Amount.
Note: You can reset your Columns back to default by selecting the gear icon to the upper right of the Transactions List and then selecting Reset to defaults.
You can also easily customize the row height for your account registers! To do so, select the gear icon to the upper right of the Transactions List and then select Row height. From here, you can choose from Comfortable (default), Smaller, and Tight.
Frequently Asked Questions
What happens with different accounts when columns are modified?
What happens with different accounts when columns are modified?
When columns are enabled/disabled in a banking, asset, or liability account, the column settings will carry over to all other accounts. The only exception to this are Investment accounts, since the column choices are different for those (see further down for specifics).
What columns do Investment accounts have?
What columns do Investment accounts have?
Investment accounts have a different set of columns that can be enabled or disabled. The default columns are Description/Category, Exclusion, Fee, Notes, Price, Qty, and Tags. Additionally, Attachment and Check # columns can be enabled.
