Overview
Quicken Simplifi makes it easy to manage your transactions by letting you customize your account registers. You can add or remove columns so you only see the transaction details that matter most to you.
Quicken Simplifi includes 9 default columns in the transaction register: Selection checkbox, Date, Account, Reviewed, Payee, Usage, Category, Exclusion, and Amount. You can also enable additional columns if needed.
Adding and Removing Columns
Any changes you make to the transaction register layout will apply across all accounts and account headers in Quicken Simplifi.
Hover over the menu on the left 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. To remove a Column, just click it again. Note: Some columns cannot be removed, such as Date, Payee, Category, and Amount.
Note: To restore the default transaction register columns, click the gear icon in the upper-right corner of the Transactions and select Reset columns to defaults.
You can also customize the row height in your account registers. To do so, click the gear icon in the upper-right corner of Transactions, and from Row height, choose Small, Medium, and Large.
Frequently Asked Questions
Do column changes apply to all accounts?
Do column changes apply to all accounts?
When you enable or disable columns in a banking, asset, or liability account, those column settings will apply to all other accounts of those types. The exception is investment accounts, which use a different set of column options.
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, other columns such as Attachment and Check# can be enabled.
If you need assistance or have any questions about Quicken Simplifi, our support team is here to help.