Enhanced Transaction List Toolbar: Share your feedback here!

Coach Natalie
Coach Natalie Administrator, Moderator admin

We'd love to hear from our Early Access users about the new Enhanced Transaction List Toolbar!

Once this feature becomes available to you, take it for a spin and let us know what you think. We'd especially like to hear about your overall experience, what you like, and any issues or concerns you encounter along the way.

For more details about the changes included in this update, please see our announcement:

-Coach Natalie

Comments

  • EL1234
    EL1234 Member ✭✭✭✭

    Really excited to try this out! It seems I'm not part of the 20% but I'll keep my eye out for it…

  • kdwilson
    kdwilson Member

    I do see the layout improvements and approve of them. I was most interested in the

    New Quick Filters

    for locating and editing the Uncategorized transactions. I think for that to be considered "quick" it should appear alongside the menu of icons on right side.

    image.png

    Only way I could find the Uncategorized transactions was to click on the funnel icon (filter) and scroll through all the categories to nearly the bottom and check Uncategorized. Then click Apply. So, if you had not pointed out that new feature, I would not have explored how to find such transactions. IMO If you really want it to be a "quick filter" include it next to the date icon.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Based on your screenshot, you do not have the new toolbar yet. This is what it looks like:

    Screenshot 2026-06-19 at 1.03.13 PM.png

    I hope this helps to clarify!

    -Coach Natalie

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    Yea! More refinements. Look forward to trying it out.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    Dollars & $ense (DOS) and MS Money (Windows) 1987-2009