Add an icon or indicator for new transactions that have downloaded (edited)
As a user, I would love an indicator that shows there are new transactions that have been imported in by my financial institution in the left hand account pane. As it stands now, I have to go through each account to see if there are any new transactions that have been added to each account so I can review them.
Comments
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I seem to remember that a past (or current?) version of either Quicken Classic or the retired Microsoft Money once used to put a little flag icon next to accounts in the account list for this reason. I'm not certain I've seen anyone else post this idea, but I am glad you suggested it. Voted.
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Rob Wilkens - RobWilkens.com0 -
I don't know if this will help, but when I select "Banking" in the left hand Accounts pane the Transaction Activity list shows me all the recent transactions from all checking, savings, and credit accounts ordered by date.
It doesn't mark which ones are new, but at least I can see all the recent ones in one place.
DryHeat
-Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)0 -
Yes, Classic puts a little mark next to new downloaded transactions and also in the account list puts a dot next to the account name to let you know new activity. It is neat.
I upvoted this too.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0
