Editing transactions inline on the web app is not saving changes until clicking elsewhere (edited)

simplify_mn · April 12

Hi team,

I noticed starting in mid February, around the time some of the custom report features were rolled out, making an inline edit to a row on the transactions page does not result in a server request to persist the change. Specifically, the PUT to the services.quicken.com/transactions/{transaction_id} doesn't fire until you click somewhere else on the page.

So for example, if I click the "Reviewed" checkbox on an un-reviewed row, it will update the page state (i.e. it will add the green checkmark), but it won't actually send a request to the back end to save that change. As soon as I click anywhere else on the page, the xhr request will go thru and I'll get a toast popup that the transaction was updated.

This isn't just impacting the "Reviewed" checkbox; it's impacting all inline edits. For instance, if I change the transaction category from the inline dropdown, the server request won't go thru unless/until I click on something else on the page.

As a result, the current workflow looks something like this:

Update transaction 1. (nothing happens)
Update transaction 2. (the browser sends a PUT to update transaction 1. I get a success toast message)
Update transaction 3. (the browser sends a PUT to update transaction 2. I get a success toast message)
Click somewhere else on the page. (the browser sends a PUT to update transaction 3. I get a success toast message).

The workaround above (i.e. step 4) isn't terribly difficult, but it'd be awesome if you could address whatever is preventing these updates from being fired on the initial change.

Thanks,

Mike

EL1234 · April 12

Yup, I've been experiencing the same. It's a bit annoying and I hope it'll get fixed!

EL1234 · April 13

Reposting with more details from another thread:

A very real issue is that simply clicking Reviewed, or changing a category or anything inline doesn't force the transaction to save immediately - the save only happens when you make the next mouse click (or probably when pressing tab iirc). Therefore, if you edit a transaction so that it no longer meets the filter criteria that you're using right now on the transaction list, it won't disappear until the next click. This is very easy to replicate using the steps in OP - filter the transaction list by Reviewed = TRUE, click the Reviewed checkmark to review any transaction, and watch. It won't go away until the next mouse click (which might be clicking Reviewed on another transaction, or not). The same thing happens if you filter on a category and change a category so that it no longer meets criteria.

Another way to replicate this issue is to categorize a transaction as a Transfer to a manual account (or to an account where the matching transfer transaction doesn't exist yet). Simplifi will pop up a little question asking if it should create the other side of the transfer manually, but not until the next click. If your next click is on a different transaction then you get a nice little interruption and have to remember which transaction you were thinking about before.

I've been dealing with this issue for a few months and it's quite annoying (though I am getting somewhat used to it which helps). I am pretty sure it started with the New Register / New Transaction List. I hope it can be fixed!

[corrected formatting]

Coach Jon · April 13

Hello @EL1234 and @simplify_mn,

I was able to reproduce this issue as well and have reported it to our product team. We will be sure to follow up here with any updates as they work toward a resolution!

Thank you!

SIMPL-33048

EL1234 · April 13

Thank you @Coach Jon

EL1234 · May 7

Looks like this might be fixed as of today!?!

Maybe only for marking Reviewed and not for changing categories though…

Coach Jon · May 7

Hello @EL1234,

Thanks for letting us know! Glad to hear some aspects are starting to work regarding this feature. It looks like the ticket itself is still being worked on from our side, so they might still be working on a few things regarding this issue. We will continue to keep you updated!

EL1234 · May 7

https://community.simplifimoney.com/discussion/comment/69591#Comment_69591

Thanks for the update!

Coach Jon · May 21

Hello @EL1234 and @simplify_mn,

I am back with an update from our product team on this issue. It looks like this issue was fixed with the release of Quicken Simplifi Web 6.19.0. I checked from my end and can see that it is working much better now. Be sure to let us know if that is the case for you as well!

Thank you!

EL1234 · May 24

Seems like it's still not working with changing a Category, if the filters shouldn't show the transaction anymore. I still need to click or press enter an extra time to get the transaction to be hidden from view.

Coach Kristina · May 24

Hello @EL1234,

Thank you for letting us know you're still seeing this issue. I was not able to replicate the issue when I tested in my own Quicken Simplifi.

Are you using Version 6.20.0 in the web app? You can check this from the dashboard screen by scrolling all the way to the bottom.

Screenshot 2026-05-24 at 12.01.34 PM.png

Is this happening with specific categories? Which screen are you using when editing the transactions?

I look forward to your response!

EL1234 · May 24

Hi! I'm on version 6.20.0 and using the Transaction List / Register.

I've tried this with various categories. Here is an example:

Filter to category: Groceries. Change transaction to Shopping category by typing the category and then pressing enter to choose the right one from the list. After doing so, I need to either press enter or tab or click somewhere for it to disappear from view.

Thanks!

EL1234 · May 24

I just tried and experienced the same thing when looking at the transactions for a category in Spending Plan.

SRC54 · May 24

https://community.simplifimoney.com/discussion/comment/70207#Comment_70207

Are you sure that isn't the expected behavior? You find the category, press enter to choose it and then either enter again or tab to let the server know to save the edit to the transaction.

You are using a web app and you are typing into the browser, so it changes on your screen, but to tell the server to update it, you have to then hit enter or tab to another field. It's the same when you edit the transaction in a dialog box, you can change the category field, but that won't update it until you hit the update button to transmit this to the server.

I may be wrong but that is how I see it. And I have certainly been wrong many times. LOL

EL1234 · May 24

The goal per the OP is to not have to press or click again to save the transaction. Or in other words, when the transaction LOOKS updated, it should ACT updated.

Coach Kristina · May 24

Thank you for clarifying,

I can replicate what you're seeing. When you type it in or use keyboard commands to select the category, an extra keystroke is required to confirm the entry before it is saved. If you use a mouse (or trackpad), then it saves right away. This seems to be intended behavior, but I forwarded it internally to my team for confirmation.

Thank you!

EL1234 · May 24

Thanks @Coach Kristina

I mostly type to find the category I want, so this happens pretty often for me.

SRC54 · May 24

Thanks @Coach Kristina I look forward to knowing definitively whether this is intended behavior.

I can confirm that it works the same in Quicken Classic both on the web and the desktop app. My wife says her statewide student database works the same way (it uses browser access too). My gradebook program worked the same way too.

I wonder if this behavior changed with the update to the Transaction Register because I too kind of remember its being simpler in the earlier iterations of Simplifi. But I have a tendency to forget those kind of things.

At any rate, it is fine with me as is now that I am used to it and it does seems to be rather database standard behavior.

Editing transactions inline on the web app is not saving changes until clicking elsewhere (edited)

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