Using "reviewed" to reconcile transactions on the mobile app? (edited)

Riwri1
Riwri1 Member
edited April 14 in Managing Your Transactions

Coming from quicken classic I am used to reconciling my credit cards.
I know Simplify does not formally support this. However when I asked your help system it told me how to add a column in transaction screen that would show reconciliation.

However I later discovered that the IOS IPad app does not support this. So now I find the web version and mobile versions are different. No mention of this in the help system!

To now get to the point, can you add the option of adding an additional column in this screen? I do not know why there are different versions.

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @Riwri1,

    Thanks for reaching out! On the Quicken Simplifi web application, you'll see a Reviewed column. In the mobile application, the Reviewed option is available when viewing individual transactions. You can also filter your transactions by Reviewed/Not reviewed in the mobile application.

    You may also create an idea post requesting that an additional Reviewed column be added to the mobile application. This way, other users would be able to add their feedback and vote on the idea going forward.

    https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

    I hope this helps!

    -Coach Jon

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