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Combine Reports and the Transactions table

AZSharps

I would really like to have the visualization of the reports and the grid functionality of the Transaction table in a single view.

Simplifi automatically categorizes transactions - the algorithm isn't very intelligent, so it often miscategorizes the transactions.

I want to:

- see my spending by category
- be able to filter the grid to see the transactions
- find missing transactions (search by one of the column values)
- edit/update a transaction while I am on the screen

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Completed

Reports

Feature Request

Status: Completed

Comments

Coach Natalie

Hello @AZSharps,

Thanks for posting this to the Community!

I have gone ahead and turned this into an Idea post so that other Users can vote on it. Please be sure to add your vote as well!

-Coach Natalie

Coach Natalie

Hello All,

This Idea seems to have fallen stagnant, and due to the age of the request and lack of user votes/comments, will be archived within the next 10 business days.

If you would like to see this Idea kept alive and considered for possible future implementation in Quicken Simplifi, please be sure to add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here.

Thank you,

Quicken Simplifi Community Support Team

Coach Natalie

Hello All,

This Idea seems to have fallen stagnant, and due to the age of the request and lack of user votes/comments, will be archived within the next 10 business days.

Thank you,

Quicken Simplifi Community Support Team

Coach Natalie

With Enhanced Reports currently in Early Access, we have added a "Transaction" view option that lets users easily filter and edit transactions.

Screenshot 2026-02-27 at 11.45.28 AM.png