Customizing Your Transaction Columns
Overview
The Columns menu lets you control which information appears in your transaction list. By showing or hiding specific columns—such as Tags, Status, Check #, Client/Project, or Invoice—you can tailor your view to match the task you’re working on.
Customizing columns does not change your data. It only changes how your transactions are displayed.
Your column selections:
Persist across sessions
Apply to all accounts (combined view and individual accounts)
Remain in place until you change them
To Customize Your Column View:
Select Transactions from the left navigation.
Click the gear icon in the upper right corner of the Transaction Activity section.
The Columns menu opens with available column options.
Changes apply immediately—no save button required.
Why Customizing Columns Helps
Your transaction list can contain a large amount of information. Customizing columns helps you:
Focus on what matters for the task
Different tasks require different information.
Tax prep requires Category, Tags, and Usage (QBP).
Reconciliation requires Check # and Status.
Invoice follow-up requires Invoice and Unpaid (QBP).
Showing only relevant columns makes it easier to scan and identify issues quickly.
Reduce visual clutter
Although many columns are available, most tasks only require a handful. Hiding unnecessary columns:
Reduces horizontal scrolling
Improves readability
Speeds up review sessions
Match your workflow
Different users prioritize different information:
Freelancers often keep Client/Project and Usage visible (Quicken Business & Personal)
Contractors rely on Check #. (Quicken Business & Personal)
Service businesses focus on Invoice and Status. (Quicken Business & Personal)
Personal finance users prioritize Category, Tags, and Status.
Your view can adapt to how you work.
Available Columns
The Columns menu includes:
Account – Source account
Attachments – Indicates receipts or documents
Bank Payee – Merchant name from your bank
Check # – Check number for check transactions
Checkbox selection – Enables bulk actions
Client/Project – Assigned client and project (Quicken Business & Personal only)
Exclusion – Whether excluded from reports
Flag – Color marker for follow-up
Invoice – Linked invoice number (Quicken Business & Personal only)
Notes – Comments added to the transaction
Recurring – Indicates recurring transactions
Reviewed – Whether you’ve confirmed the transaction
Split – Indicates split categorization
Status – Pending, Cleared, or Reconciled
Tags – Custom labels
Unpaid – Invoice payment status (Quicken Business & Personal only)
Usage – Billable, non-billable, or personal (Quicken Business & Personal only)
Business-only columns appear in Quicken Business & Personal and do not appear in Simplifi.
When to Customize Columns
During tax preparation
Show:
Date
Payee
Category
Tags
Usage (Quicken Business & Personal)
Hide:
Check #
Attachments
Bank Payee
This makes it easier to scan and verify deductible expenses.
When reconciling accounts
Show:
Check #
Status
Bank Payee
This helps match transactions against your bank statement.
For invoice follow-up (Quicken Business & Personal)
Show:
Invoice
Client/Project
Status
Unpaid
Quickly identify outstanding payments and follow up efficiently.
During daily reviews
Use a minimal view:
Date
Payee
Category
Status
Add additional columns only when you need more detail.
Examples
Travel Expense Tracking
Jordan recently returned from a two-week trip and wants to review all travel-related spending.
He customizes his transaction view to display:
Date
Payee
Category
Tags
Notes
He filters by the tag “Italy Trip” and hides columns like Check # and Reviewed that aren’t relevant to this task.
This focused view helps him quickly see total trip spending, identify larger expenses like flights and hotels, and compare actual spending to what he expected.
Once he finishes reviewing the trip, he restores his usual daily view.
Business Tax Season Workflow
Marcus runs a freelance design business. During tax season, he customizes his transaction view to display:
Date
Payee
Client/Project
Category
Tags
Usage
He hides Check # and Attachments since they aren’t relevant to categorization.
This streamlined view helps him quickly review hundreds of transactions and confirm that business expenses are correctly assigned.
When tax season ends, he adjusts his columns for regular monthly reviews.
Resetting to Default Columns
To return to the standard column set:
Click the gear icon.
Select Reset columns to defaults.
The view immediately returns to the default configuration.
Tips for Effective Column Management
Start minimal and add columns as needed.
Think in task-based “modes” — tax prep mode, reconciliation mode, daily review mode.
Keep Client/Project visible if you track billable work (QBP).
Show Status during month-end to identify pending transactions.
Display Tags when filtering by tags to confirm assignments visually.