Using the 'Reviewed' Column

Learn a couple of uses for the 'Reviewed' Column in Quicken Simplifi

Natalie avatar
Written by Natalie
Updated over a week ago

Although the Reviewed Column can potentially be used for any number of reasons upon a person's own preference, there are a couple of uses for this column that we'd like to point out!

One option would be to use the column to mark your transactions as "reviewed" as they download into Quicken Simplifi. This gives you more control over your financial data, as you have the opportunity to mark off each transaction as you're reviewing them for category changes, etc.

Another option would be to use it to balance your account using a paper statement or the transactions displayed on your bank's website. This would be similar to a reconcile function, where you can mark off each transaction while comparing it to an external source.

To add the 'Reviewed' Column to your account registers:

  1. Select Banking from the top of your Accounts List.

  2. Select the gear icon to the upper right of the register.

  3. Click Reviewed so it has a checkmark next to it.

Note: Column changes will apply to all of your account registers, so you can add the 'Reviewed' Column from any account.

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