Changes to transaction register? (edited)
In this version, the flags icon and colors have been removed from the Transaction Activity screens. Please provide in what version these changed Transaction Activity screens were implemented and how this removal enhanced the overall usage, user experience and program flow?
Dick Davis
Wanting to Migrate from Quicken Classic Premier to Simplifi
Best Answer
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It wasn't removed. You probably just got the updated transaction register. Look over to the right in the register and click on the gear icon. There you can see what field columns you want to display. Choose Attachments.
If for some reason, it still won't show, hit "reset to defaults" at the bottom of the list, and try again to select Attachments.
With the new transaction register, you can move things around and adjust the field sizes too.
You can read all about it here as well as post your comments:
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)1
Comments
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In this version, the Reviewed icon has been removed from the Transaction Activity screens. Please provide in what version these changed Transaction Activity screens were implemented and how this removal enhanced the overall usage, user experience and program flow?
Dick Davis
Wanting to Migrate from Quicken Classic Premier to Simplifi
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In the above version, the Payee field on each Transaction Activity screen has been enlarged the enlarged field is not displaying the entire Payee as entered, thus this is wasted screen real estate. Please provide in what version these changed Transaction Activity screens were implemented and how this removal enhanced the overall usage, user experience and program flow?
Dick Davis
Wanting to Migrate from Quicken Classic Premier to Simplifi
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In the above version, the Attachment (Paper clip) icon on each Transaction Activity screen was removed. Please provide in what version these changed Transaction Activity screens were implemented and how this removal enhanced the overall usage, user experience and program flow?
Dick Davis
Wanting to Migrate from Quicken Classic Premier to Simplifi
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Now the better Question, why would an update to a version change the settings? Also, was this discussed and shared within the Community for the version that made this change?
Dick Davis
Wanting to Migrate from Quicken Classic Premier to Simplifi
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Now the better Question, why would an update to a version change the settings? Also, was this discussed and shared within the Community for the version that made this change?
Dick Davis
Wanting to Migrate from Quicken Classic Premier to Simplifi
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Read the conversation that I referenced above. You can see that this has been going on for a long time. If you don't want to preview new features, you can turn off Early Access in Settings.
Also, Coach Natalie announced last week that the updated register was now available to all Early Access users. It is still not finalized but has a lot of improvements over the old one.
BTW, you are posting multiple times. Not sure what is causing that.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0 -
@SRC54, thank you for the clarification.
Dick Davis
Wanting to Migrate from Quicken Classic Premier to Simplifi
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