Overview
We'll walk you through the mobile app’s transaction features in detail, showing you how to create new entries, adjust existing ones, and delete those you no longer need, ensuring your transaction list reflects your true financial activity.
To manage your transactions, you’ll first need to have either a manual or connected account set up. If you need help, check out Adding Accounts in Quicken Simplifi Mobile App for easy, step-by-step instructions.
Accessing your Transactions
You can manage transactions from multiple areas of the Quicken Simplifi Mobile App, but the best way is to go directly to the Accounts section.
Tap the Menu (three-line icon).
Select Accounts.
Select the account you'd like to add a transaction to.
Add a Manual Transaction
Once you are in the account in which you want to record the transaction, you'll be able to enter it manually.
Note: Manually entered transactions are limited to a date of 1 year in the future.
Tap the + New button in the upper-right corner.
Enter the transaction details:
Date.
Payee.
Amount.
Category.
Optional: Add Splits, Tags, Notes, and Attachments.
Optional: Mark as Reviewed/Not Reviewed.
Optional: Mark as Recurring.
Optional: Flag the transaction.
Optional: Choose Exclude from Spending Plan and/or Exclude from Reports.
Set the transaction Status to Pending or Cleared.
Use Pending until the transaction has cleared your bank.
Tap Create when finished.
Note: When you add a manual transaction to a connected account, its status will default to Pending. After the transaction clears your bank, you’ll need to manually update its status to Cleared.
Manual transactions added to manual accounts will default to Cleared.
Edit a Transaction
After you add a transaction—whether it’s a manual entry or a downloaded transaction—you can edit any of its details at any time. See the instructions below:
Locate the transaction you'd like to edit and tap on it.
Make the necessary changes, such as the date, payee, category, tags, amount, etc.
Tap Update when done.
Split a Transaction
While you’re editing a transaction, you might want to know how splitting works. It lets you assign multiple categories and tags to a single transaction.
Locate the transaction you'd like to split and tap on it.
Tap Split.
Tap the + Add Split button to add as many lines as needed.
Enter the Category you want to use for that portion of the split.
Enter the Amount for that split portion.
If you're dividing the amount evenly among all of your splits:
Tap the three-dot icon in the upper right.
Select Divide among Splits.
Tap Continue when done, then tap Update to save the transaction.
Note: At this time, you can’t divide a single split transaction across multiple months. We’re actively exploring options to better support this in the future and enhance your experience.
Attach a Receipt to a Transaction
Once you know how to access, create, edit, and split a transaction, you might be wondering what else you can do next. One helpful option is attaching a photo of a receipt to any transaction for quick reference, especially returns, warranty claims, or keeping accurate records over time.
Locate the transaction that you'd like to attach a receipt to and tap on it.
Scroll down to the Attach a file section.
Tap the Upload icon (the cloud with an upward arrow).
Choose to either:
Attach a file from your library, or
Use the camera to take a picture.
Tap Update when done.
The attachment will remain indefinitely, as long as the transaction with the receipt stays in your Quicken Simplifi account.
Delete a Transaction
If, after you create or edit a transaction, you decide you want to delete it, no worries—just follow the steps below.
Note: Review your transactions before deleting them, as they will not re-download once removed and will need to be entered manually instead.
Tap the Menu (three-line icon).
Select Accounts.
Select the account that has the transaction you'd like to delete.
Locate the transaction you'd like to delete and tap on it.
Select Delete from the very bottom.
Tap Delete again to confirm.
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 4-6 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, Quicken Simplifi limits the visible transaction history to the most recent few years by default. You can access older transactions by changing the Transaction History Settings at the top of your Transaction Activity page. However, we recommend keeping your transaction history limited to maintain optimal app performance.
How do manual transactions differ?
How do manual transactions differ?
Manual transactions do not support certain features, including:
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 account to an Investment account?
How do I categorize a transfer from a checking account to an Investment account?
You can categorize transfers between checking and investment accounts using the Investment Transactions feature, just like any other linked transfer. Find out more here!
What is the 'Reviewed' option used for?
What is the 'Reviewed' option used for?
On the Quicken Simplifi Web App, you'll see a Reviewed column. In the Mobile App, the Reviewed option is available when viewing individual transactions. You can use this feature for any purpose that helps you organize your data. This option can be used for any number of reasons–it's totally up to you! For suggested uses, we have a support article available here that you can check out.
If you're looking for the steps specific to the web app, please see our article on Managing Transactions in Quicken Simplifi.
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!