Does Quicken Simplifi Have a Running Balance Column?

Overview

No, Quicken Simplifi doesn't include a running balance column in transaction registers. Instead, the app provides projected balance information through graphs and displays of upcoming transactions.

Why There’s No Running Balance Column

Quicken Simplifi prioritizes staying synchronized with your bank's actual balance. This design choice allows you to:

• Enter missing transactions at any point in your history

• Delete transactions without recalculation concerns

• Add backdated transactions discovered later

• Maintain flexibility in transaction management

A traditional running balance column would require strict chronological entry and regular reconciliation to maintain accuracy.

Available Balance Information

Web Application

Click any account to view:

• Current balance at the top of the register

• Projected balance graph showing future balance trends

• Upcoming transaction impacts on your balance

Mobile Application

Tap any account tab to see:

• Upcoming transactions list

• Projected balance displayed below each future transaction

• Visual representation of how scheduled items affect your balance

Alternative Approaches

If you need running balance functionality:

• Export transactions to a spreadsheet for manual calculation

• Use the projected balance feature for future planning

• Check your bank's website or app for transaction-level balances

• Review the account's current balance regularly for verification

Hint: The projected balance graph in the web app becomes more useful when you've entered all recurring bills and scheduled transactions. This gives you a realistic view of your future cash flow without needing transaction-by-transaction running balances.