Is there a fast way to view transactions pending review / needing categorization?
I am mostly just concerned with transactions that are uncategorized, but also I notice there is a review process for transactions and was curious if there is a one-click widget or place on desktop + mobile to review new transactions?
Right now, as a new user, it seems my only option is to go to the transaction screen and sift through both reviewed and unreviewed transactions from today based on if I took a look earlier in the morning.
Lastly, is there a way to automatically mark a transaction as reviewed once I assign it a category? Or a way to bulk mark transactions as reviewed on mobile? Right now I have to first categorize a transaction, then press a toggle on "Reviewed", then press Save. This whole process is quite tedious per transaction.
Also, while I know there is a review mechanism, there's no visual indication that I am aware of on the transaction list for if a transaction has been reviewed or not? Is there?
Best Answers
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Regarding you last item, there is a Reviewed column in the transaction list, but it is hidden by default (at least in the web app). Click on the "gear" icon at the top, right of the transaction list and turn on the Reviewed column. Then you will see a green checkmark next to transactions that have been reviewed. The mobile app also has a small green checkmark on reviewed transactions. I think that shows by default, but not sure as I use the mobile app less than the web app.
I don't think there is currently a way to do the other items you are asking about, but I will leave that to others to clarify.
Quicken since 1995. Simplifi since 2023.
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@GCA, thanks for posting!
You should be able to filter transactions on both the Quicken Simplifi Web and Mobile Apps to "Reviewed" and "Not Reviewed". You can also filter your transactions to the Category of "Uncategorized". This should give you what you're looking for as far as identifying unreviewed and/or uncategorized transactions.
For the rest of your post, I'd suggest checking out these existing requests and adding your vote and feedback:
I hope this helps!
-Coach Natalie
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