Skip to main content

Managing Transactions on the Mobile App

Learn how to add, edit, delete, split, and attach receipts to transactions on the Quicken Simplifi Mobile App.

Written by Natalie

Overview

Quicken Simplifi lets you manage your transactions directly from the Mobile App. You can add manual transactions, edit existing entries, split transactions across multiple categories, attach receipts, and delete transactions you no longer need.

To get started, you’ll need to have a manual or connected account set up. For step-by-step instructions, see Adding Accounts on the Mobile App.

Accessing your Transactions

You can manage transactions from different areas of the Quicken Simplifi Mobile App. To access transactions for a specific account:

  1. Tap the Menu icon (three lines).

  2. Select Accounts.

  3. Select the account you want to manage.

Add a Manual Transaction

You can manually enter a transaction in any account.

Note: Manually entered transactions can be dated up to one year in the future.

  1. Open the account where you want to add the transaction.

  2. Tap + New in the upper-right corner.

  3. Enter the transaction details:

    • Date

    • Payee

    • Amount

    • Category

  4. Optional: Add Splits, Tags, Notes, and Attachments; Mark as Reviewed/Not Reviewed; Mark as Recurring; Flag the transaction; Exclude from Spending Plan/Exclude from Reports.

  5. Set the transaction status to Pending or Cleared.

    • Select Pending if the transaction hasn't cleared your bank yet.

  6. Tap Create.

Note: Manual transactions added to connected accounts default to Pending. Once the transaction clears your bank, you'll need to update its status to Cleared manually. Transactions added to manual accounts default to Cleared.

Edit a Transaction

You can edit the details of manual or downloaded transactions at any time.

  1. Locate the transaction you want to edit and tap it.

  2. Make the necessary changes, such as updating the date, payee, category, tags, or amount.

  3. Tap Update to save your changes.

Split a Transaction

Splitting a transaction lets you assign multiple categories and tags to a single transaction.

Note: You can't currently split a single transaction across multiple months. Simplifi is exploring options to better support this in the future.

  1. Split a transaction

    1. Tap the Menu icon (three lines).

    2. Select Transactions.

    3. Locate the transaction you want to split and tap it.

    4. Scroll down and tap Split.

    5. Tap + Add Split to add as many split lines as needed.
      ​

  2. Enter split details

    1. Select a category for each split line.

    2. Enter the amount for each split line.

      • To divide the transaction amount evenly among the split lines, tap the three-dot menu next to Split Transaction at the top, then select Divide among Splits.

  3. Adjust details for each split (optional)

    1. Tap the three-dot menu next to a split line to access additional fields, including:

      • Tags

      • Exclusions from the Spending Plan and Reports

      • Notes

      • Client & Project (Quicken Business & Personal only).

    2. To assign a client and project, first select a business and a business category.

    3. Tap Apply to save the details.
      ​

  4. Save your changes

    1. Tap Continue to save the split details.

    2. Tap Update to save the transaction.

In the Split Transaction and Split Series windows, you can choose which additional fields to display by default. The available fields include Tags, Exclusions, and Note.

Attach a Receipt to a Transaction

You can attach a receipt to a transaction for easy reference, such as for returns, warranty claims, or recordkeeping.

  1. Locate the transaction you want to update and tap it.

  2. Scroll down to the Attach a file section.

  3. Tap the Upload icon (a cloud with an upward arrow).

  4. Choose one of the following options:

    • Attach a file from your library.

    • Use your camera to take a picture.

  5. Tap Update to save your changes.

The attachment will remain in your Quicken Simplifi account as long as the transaction remains in the account.

Delete a Transaction

If you no longer need a transaction, you can delete it from your account.

Note: Review transactions carefully before deleting them. Deleted transactions won't download again automatically, so you'll need to enter them manually if you want to restore them.

  1. Tap the Menu icon (three lines).

  2. Select Accounts.

  3. Select the account containing the transaction you want to delete.

  4. Locate the transaction and tap it.

  5. Scroll to the bottom and select Delete.

  6. Tap Delete again to confirm.

Frequently Asked Questions

Find the answers to frequently asked questions for this topic!

Does Quicken Simplifi download pending transactions?

With the exception of certain financial institutions, Quicken Simplifi downloads pending transactions within 4–6 hours of their appearance on your bank's website. For more information, see Does Quicken Simplifi Download Pending Transactions?

Why can I only see some of my transactions?

To help maintain performance, Quicken Simplifi displays only the most recent few years of transaction history by default. You can access older transactions by changing the Transaction History Settings at the top of the Transaction Activity page. However, we recommend limiting your transaction history to help maintain optimal app performance.

How do manual transactions differ?

Manual transactions don't support certain features, including:

How do I track pre-deposit paycheck deductions?

The best way to track paycheck deductions taken before your paycheck is deposited is to split the transaction and enter the amount allocated to each deduction. For more information, see How to Track Pre-Deposit Paycheck Deductions.

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 as you would other linked transfers. For more information, see Managing Investment Transactions on the Mobile App.

What is the 'Reviewed' option used for?

On the Quicken Simplifi Web App, you can view the Reviewed column. In the Mobile App, the Reviewed option is available when you open an individual transaction.

You can use this feature to organize your transactions in whatever way works best for you. For suggested uses, see Using the 'Reviewed' Column.

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 about Quicken Simplifi, our support team is here to help.

Did this answer your question?

Related Articles