Overview
If you encounter a transaction you do not recognize or wish to review later, Quicken Simplifi allows you to flag it for easy follow-up. You can choose from five different flag colors to help organize and track transactions in a way that works best for you.
Flagging Transactions
To flag a transaction, follow the steps below:
Click the gear icon in the top-right corner of the transaction list.
Make sure Flag is selected; the flag column will appear on the left side of the list.
Click the flag column next to any transaction to add a flag.
To remove a flag, click the flag icon next to the transaction and select None.
If you're looking for specific steps for the Mobile App, please refer to our article on Flagging Transactions in Quicken Simplifi on the Mobile App.
If you have any questions about Quicken Simplifi, our support team is here to help.