Overview
Quicken Simplifi is designed to do most of the work for you, but there may be a time when you need to create or edit a transaction manually. The Quicken Simplifi Mobile App makes managing your transactions easy!
If you're looking to create a manual account instead, click here!
Managing Transactions
Although you can manage your transactions from multiple areas of the Quicken Simplifi Mobile App, the best way to locate and manage your transactions, as well as add a new transaction, is by navigating to the account directly from the Accounts section, or by locating the transaction from the All Transactions page.
Add a Transaction
When manually adding a 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.
Click the Menu icon (the three lines in the upper left corner).
Select Accounts.
Select the account you'd like to add a transaction to.
Click the plus (+) button in the upper right.
Fill out the details of the transaction, including the Payee, Amount, Date, and Category. You can also add Splits, Tags, Notes, and Attachments, mark the transaction as Reviewed or Not Reviewed, mark the transaction as Recurring, Flag the transaction, and select to Exclude from Spending Plan and/or Exclude from Reports.
Set the transaction Status as either Pending or Cleared.
Note: You should set transactions to Pending until they have cleared your bank.Click Create when done.
Note: If a transaction is manually entered into a connected account, Quicken Simplifi will automatically match the transaction to the downloaded transaction as long as the information is the same.
Edit a Transaction
Click the Menu icon (the three lines in the upper left corner).
Select Accounts.
Select the account that has the transaction you'd like to edit.
Locate the transaction you'd like to edit and click on it.
Make the necessary changes and click Update when done.
Delete 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.
Click the Menu icon (the three lines in the upper left corner).
Select Accounts.
Select the account that has the transaction you'd like to delete.
Locate the transaction you'd like to delete and click on it.
Select Delete from the very bottom.
Click Delete to confirm.
Split 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.
Click the Menu icon (the three lines in the upper left corner).
Select Accounts.
Select the account that has the transaction you'd like to split.
Locate the transaction you'd like to split and click on it.
Click Split and a new Split Transaction page will open.
Click + Add Split to add as many lines as needed.
If you're dividing the amount evenly among all of your splits, you can do so by clicking the three dots in the upper right, selecting Divide among Splits, and then proceeding to step 9.
Enter the Category and/or Tag you'd like to use for the first portion of the split, and then input the Amount for this same portion.
Repeat this step for every split line you'd like to create for the transaction; Quicken Simplifi will keep track of the remaining amount in the Left To Split section at the upper right.
Click Continue when done, then click Update to save the transaction.
Attach a Receipt to a Transaction
Have you ever needed a receipt to return something or for a warranty claim and then can't find it? Well, now you can snap a photo of that receipt and attach it to your transaction for safe and easy keeping! So say goodbye to that paper clutter.
Click the Menu icon (the three lines in the upper left corner).
Select Accounts.
Select the account that has the transaction you'd like to attach a receipt to.
Locate the transaction that you'd like to attach a receipt to and click on it.
Scroll down and select Attach a file.
Locate the receipt on your device or take a picture using the Camera option.
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.
Frequently Asked Questions
Learn the answers to frequently asked questions for this topic!
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?
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 selecting the icon at the very top of your Transaction Activity. However, we advise keeping your transactional data limited to keep Quicken Simplifi performing at full capacity.
How do I stop Quicken Simplifi from suggesting a Transaction Rule every time I edit a transaction?
When editing transactions in Quicken Simplifi, you may be prompted to create a Category or Payee Rule each time. If you'd like to disable Quicken Simplifi from suggesting Transaction Rules, you can easily do so from the Category or Payee field of a transaction directly, whichever applies. To do so, you'll want to make sure the box to "Apply changes to all similar transactions" is deselected before saving your changes.
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 its status default to Pending and you’ll have to manually update the status to Cleared for Pending status to be removed while manual transactions added to manual accounts will have their status default to Cleared.
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?
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' option used for?
On the Quicken Simplifi Web App, you'll see a 'Reviewed' column, however, the Mobile App will have a 'Reviewed' option available when viewing an individual transaction. 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 you can check out.
To learn about Managing Transactions on the Quicken Simplifi Web App, please click here!