Keeping your financial records accurate is now easier with Transaction Review.
Review and update transactions one at a time or in bulk to help keep your reports accurate and your financial data up to date. For Quicken Business & Personal users, this can also help you stay prepared for tax time.
On mobile, review transaction details, make any needed updates, then swipe right to mark the transaction as reviewed. Need more time? Swipe left to skip it for now. Use filters including amount, business or personal, income or expense, category, and date to focus on what matters most.
On the web, you'll find the same review and filtering tools, plus bulk update options that make it easy to catch up on multiple transactions at once.
Whether you review transactions as they come in or set aside time each week, Transaction Review can help you build a routine, keep your information up to date, and feel more confident in your financial data!
This feature is currently available in Early Access. Try Transaction Review today and let us know what you think!
