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Managing Transactions in Quicken Simplifi
Managing Transactions in Quicken Simplifi

Learn how to Add, Edit, Delete, Split, and Attach Receipts to Transactions in Quicken Simplifi.

Natalie avatar
Written by Natalie
Updated yesterday

Overview

By design, Quicken Simplifi is meant to do most of the work for you, but there may be a time when you need to create or edit a transaction manually. Like many other things, Quicken Simplifi makes managing your transactions simple!

If you're looking to create a manual account instead, click here!

Managing Transactions

In true Quicken Simplifi fashion, we allow the ability to manage transactions from multiple areas of the product. Still, for this article, we'll focus on the Transaction Activity's main view, which is accessed by clicking Transactions from the left-hand panel.

By default, Quicken Simplifi will show a combined view of all of your Transaction Activity. However, if you only want to see transactions associated with a specific account, you can filter the view down by selecting the applicable account from the Accounts List:

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.

  1. Hover over the panel on the left-hand side and select Transactions.

  2. Click the blue plus (+) button to the upper right of your Transaction Activity.

  3. Select the Account the transaction belongs to and then select the appropriate date from the Date field if the transaction is not from today.

  4. Set the transaction Status as either Pending or Cleared.

    1. You should set transactions to Pending until they have cleared your bank.

  5. Enter the Payee, Amount, 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.

  6. 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

Some transactional changes can be made from the main Transaction Activity screen, such as the Date, Payee, Category, Amount, and any other clickable field. However, some changes will need to be made by opening the Transaction Detail window:

  1. Hover over the panel on the left-hand side and select Transactions.

  2. Locate the transaction you'd like to edit, hover over it, and then click the three dots at the end of it.

  3. Select View transaction.

  4. Make the necessary changes and click Update when done.

You can also edit multiple transactions at once (bulk edit):

  1. Hover over and place a checkmark in the box to the left of each of the transactions you'd like to edit.

  2. Click the pencil icon at the top right of the Transaction Activity.

  3. Select which changes you'd like to apply to the transactions.

  4. Make the necessary changes and click Apply 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.

  1. Hover over the panel on the left-hand side and select Transactions.

  2. Locate the transaction you'd like to delete, hover over it, and then click the three dots at the end of it.

  3. Select View transaction.

  4. Select Delete at the bottom right of the Transaction Detail window.

You can also delete multiple transactions at once (bulk delete):

  1. Hover over and place a checkmark in the box to the left of each of the transactions you'd like to delete.

  2. Click the pencil icon at the top right of the Transaction Activity.

  3. Select Delete Transactions.

  4. 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.

  1. Hover over the panel on the left-hand side and select Transactions.

  2. Locate the transaction you'd like to split, hover over it, and then click the three dots at the end of it.

  3. Select View transaction.

  4. Click Split and a new Split Transaction window will open.

  5. Click + Add Split to add as many lines as needed.

    1. 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 8.

  6. 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.

  7. 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.

  8. Click Save Splits when done, and then click Update to save the transaction.

Attach a Receipt to a Transaction

Have you ever needed a receipt to return something or 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! Say goodbye to that paper clutter.

  1. Hover over the panel on the left-hand side and select Transactions.

  2. Locate the transaction you'd like to attach a receipt to, hover over it, and then click the three dots at the end of it.

  3. Select View transaction.

  4. In the Attachments section, click Upload, then locate the receipt and select it -OR- Drag & Drop the file.

  5. 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 hovering over and then selecting the gear icon to the upper left 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. In the Category and/or Payee field drop-down menus, you'll see a checkbox at the top to "Create a rule..." -- deselecting this will stop Quicken Simplifi from suggesting Transaction Rules!

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 does entering a manual transaction affect my balance?

When adding manual transactions to a connected account, the balance is only affected if the transaction is in a Pending status.

When you connect your accounts, the balance displayed will always be the bank balance plus any pending transactions.

For manual accounts. since we don't receive a bank balance for a manual account, you would need to maintain the account's balance by manually adding transactions.

To learn more about how Quicken Simplifi calculates balances, please click here.

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' column used for?

Although you can use the 'Reviewed' column for any number of reasons, we have a Support Article available here with some suggested uses!


To learn about Managing Transactions on the Quicken Simplifi Mobile App, please click here!

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