Add Additional Options to Transaction History Settings (edited)

today32
today32 Member ✭
edited July 5 in Feature Requests

Quicken Simplifi:
I have a TON of transactions, and displaying all transactions from 2024 slows down performance and it takes forever to view/modify transactions.

Can you add the following options to the Transaction History Settings drop down list?

Last 7 Days (most important one, if you are only going to add one option)
Last 30 Days
Last 60 Days
Last 90 Days
Last 180 Days

Thanks!


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  • today32
    today32 Member ✭

    @Coach Natalie
    Can you review my request above and let me know when the tech team can add these new options?

    With "Show Transactions from 2024" selected, it currently it takes me 60-90 seconds to edit one transaction, and after editing 5-6 transactions i get a Chrome "out of memory" error code and the program shuts down and restarts.

    Any other performance tips/tricks would be helpful for those of us with tons of transactions and accounts.

    Thanks!

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @today32,

    If I'm understanding correctly, part of the reason you want to be able to have smaller increments in the Transaction History section is to speed up performance/reduce lag? Does this happen on the web app, the mobile app, or both?

    Here are some tips that may help:

    1. Many performance issues can be resolved by signing out and back into Quicken Simplifi or uninstalling and reinstalling the mobile app.
    2. If using the web app - try accessing Quicken Simplifi through a different browser or through incognito mode. If the performance increases, it could indicate an issue with saved cookies or cache. In these cases, it might be best to clear your cookies and cache.
    3. If you have several years worth of data, you may also be able to enhance performance by limiting the data being displayed. In the web app, you can do this by clicking the gear icon under Transaction Activity, and choosing a shorter duration.
      Screenshot 2024-08-11 at 2.20.37 PM.png
      Screenshot 2024-08-11 at 2.20.49 PM.png
      In the mobile app, tap the i icon under Transaction Activity and choose a shorter duration.
    Screenshot 2024-08-11 at 2.25.16 PM.png

    Screenshot 2024-08-11 at 2.26.08 PM.png

    I hope this helps!

    -Coach Kristina

  • today32
    today32 Member ✭
    edited August 11

    @Coach Kristina
    Thanks for responding… I experience the delays when displaying transactions (2-3 min to load) and editing transactions (60-90 seconds to save) both on the mobile app and on the website.

    To answer your suggestions:

    #1: I tried logging out/back in and this had no effect. I tried uninstalling/reinstalling the mobile app and this had no effect.

    #2: Cleared cookies/cache on MS Edge/Firefox/Chrome and tried logging in on each, still no effect. I tried doing the same thing on a completely different computer, same result, still no effect.

    #3: I already have "Show Transactions Since 2024" selected, and my suggestions are to add new drop down list options to limit the transactions even further, down to the last 7 days.

    The screenshots you posted are the exact ones that I'm referring to. I just need the following options added to further limit the transactions.

    New options to add:

    Last 7 Days (most important one, if you are only going to add one option)
    Last 30 Days
    Last 60 Days
    Last 90 Days
    Last 180 Days

    Thanks!

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