New Feature Alert: Account Register Update!

Coach Natalie

We’re excited to introduce a refreshed account register experience, currently available to 20% all of Early Access users on the Quicken Simplifi Web App! While the updated design keeps the familiar look you know, it brings powerful new enhancements to make managing your finances even easier.

What’s New

• Customizable Layout: Rearrange columns and adjust their widths to match your workflow. Your personalized layout is saved across accounts and sessions.
• Advanced Filtering: Filter by multiple parameters at once—including dates, amounts, and operators (e.g., Amount < 20 and Date between 11/16 and 11/18)—to quickly find exactly what you need.
• Default Columns Update: We’ve updated the default column set, but you can easily add or remove columns anytime using the gear icon.
• Faster Date Entry: You can now type in the date when editing transactions—no need to open the calendar unless you want to.
• Keyboard & Accessibility Enhancements: We’ve improved navigation and accessibility for a smoother, more intuitive experience.

While we’ve introduced several improvements, we’ve also worked hard to preserve the features that are important to you—like getting quick totals when filtering or multi-selecting transactions.

And this is just the beginning! We’re eager to bring these enhancements to other areas like Reports and Watchlists, and we’d love your input. Click the link below to share your feedback and let us know what other changes you’d like to see.

https://community.simplifimoney.com/discussion/14991/account-register-update-share-your-feedback-here

Coach Natalie

The new register is now live for all Early Access users!

Coach Jon

The latest update to Quicken Simplifi, version 4.91.0, introduces an important new feature: the ability to export split lines.

You can now choose to display split lines in the register. To export transactions that include split lines, simply ensure they are visible in the register before initiating the export.

When you are showing splits, you can edit categories, tags, and amounts inline. You still need to edit the date, payee, and account at the parent transaction, using the Transaction Detail window, however.

Thank you!