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
You can flag transactions through the Quicken Simplifi mobile app or Quicken Simplifi on the web.
Using the mobile app:
Swipe right on any transaction in the list to view flag options.
Or, tap a transaction to open it, then scroll down and select Set flag.
Removing Flags using the mobile app
To remove a flag, tap or swipe right on the transaction, select Set Flag, tap the uncolored flag, and then select Update.
Using a web browser:
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.
Removing Flags
To remove a flag, click the flag icon next to the transaction and select None.
If you have any questions about Quicken Simplifi, our support team is here to help.