Swipe to "Mark as Reviewed" not working on the iOS app

wilbertseoane

Hello,

I use this feature very often (for most transactions), but it is not working reliably when I need to do like 2 or 3 transactions or more (usually at least the first one always works though, at least based on what I remember).

When I go to "Transactions—>Swipe a transaction to the right—>And tap on 'Mark as Reviewed'" on the iOS app, the green check mark will just start to flicker on and off, and finally it won't end up marked as reviewed after all of that. Even doing it again won't work. So I have to open up each transaction and mark as reviewed, which takes longer for a feature that I use very often.

Please fix this.

Coach Natalie

@wilbertseoane, thanks for reaching out to the Community with this issue!

I don't have an iOS device to test on, but I did just test on my Android and did not experience any issues marking transactions as 'not reviewed' or 'reviewed' using the swipe action. I just did 5 transactions in a row with no issues presented. With that, I'd recommend performing an uninstall/reinstall of the Quicken Simplifi Mobile App, as well as clearing the app's cache and data and rebooting your phone:

1. Clear the cache and data for the Quicken Simplifi Mobile App from within your phone settings.
2. Uninstall the Quicken Simplifi Mobile App.
3. Reboot your device.
4. Reinstall the Quicken Simplifi Mobile App.

Let us know how things go!

wilbertseoane

Thanks for looking into this on your end more. I tried that and the issue is still occurring.

TheReal702

I didn't know about this feature. I just gave it a try and it seems to be working fine for me. iPhone 15 Pro & IOS 26.

Coach Natalie

@wilbertseoane, thanks for giving those steps a try and posting back!

Since it appears you are the only user experiencing this behavior at this time, we will need to gather a video from you so we can take a closer look at what's happening. If you're unable to upload the video here in the Community, I can email you a link to our Secure File Exchange. Alternatively, you can contact our Chat/Phone Support Team directly to engage in a private screensharing session.

https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support

TheReal702

Here's something I noticed today -

If you are on the dashboard page the swipe right trick doesn't work, but if you go to the transaction screen it does. Is this considered normal behaviour?

SRC54

@TheReal702 I kept meaning to check this out, and your post reminded me.

When I go to Dashboard, I can only swipe one way, to the right, and it opens up the transaction detail, and I can do anything there including setting "mark as reviewed".

On the Transaction page, I can swipe right and left. One gives me actions that includes flags and setting the review. The other gives me categorization.

All of mine are reviewed already so maybe this makes a difference. I set the review on the web app when I download or enter transactions.

TheReal702

@SRC54 I see the same thing that you do whether or not they are reviewed. My guess is that this is normal behavior.

SRC54

@TheReal702 Thanks. I don't use the app much. My old eyes, but I still like to know how it works. 😀