Using the 'Reviewed' Column

Quick Review

• What: Checkbox column for marking transactions as reviewed

• Why: Track which transactions you've verified or reconciled

• How: Banking > Gear icon > Select Reviewed

• Note: Setting applies to all account registers

Overview

The Reviewed column provides a simple checkbox next to each transaction in your account registers. While you can use it however suits your workflow, two common approaches make this feature particularly valuable.

Ashley uses the Reviewed column to mark transactions as they review them each week. As transactions download into Quicken, they check off each one after verifying the category and amount are correct. This creates a clear visual indicator of what's been reviewed versus what still needs attention.

Primary Uses

Transaction Review Workflow

Mark transactions as "reviewed" as they download into Quicken. This approach gives you control over your financial data by:

• Creating a systematic review process

• Ensuring categories are correct before they affect reports

• Catching any unusual or fraudulent charges quickly

• Knowing at a glance which transactions need attention

Account Reconciliation

Use the column like a traditional checkbook register reconciliation:

• Compare your Quicken register with paper statements

• Check off each transaction as you verify it appears on both

• Identify any missing or extra transactions

• Balance your account to match your bank's records

Adding the Reviewed Column

To enable this feature:

1. Select Banking from the top of your Accounts List on the Dashboard

2. Click the gear icon to the upper right of any register

3. Click Reviewed so it has a checkmark next to it

The column will now appear in all your account registers.

What You'll See

• An empty checkbox appears next to each transaction

• Click the box to mark a transaction as reviewed

• Checked transactions show a checkmark

• The setting persists across all accounts

Working with the Reviewed Column

Filtering by Review Status

Once enabled, you can filter transactions to show:

• Only reviewed transactions

• Only unreviewed transactions

• All transactions regardless of status

This makes it easy to focus on what needs attention.

Best Practices

• Choose one approach: Decide whether you'll use it for ongoing review or periodic reconciliation

• Be consistent: Use the same method across all accounts

• Set a schedule: Review weekly for active accounts, monthly for less active ones

• Clear old checks: Periodically uncheck all boxes to start fresh (quarterly works well)

Ashley's Review Process

Ashley developed a Friday afternoon routine:

1. Opens each active account

2. Reviews transactions from the past week

3. Checks the box after verifying category and amount

4. Investigates any unfamiliar charges

5. Makes any needed category changes

This 15-minute weekly habit catches errors early and keeps their financial data accurate for budgeting and reports.

The Bottom Line

The Reviewed column transforms transaction management from a chore into a simple, visual process. Whether you prefer marking transactions as you review them or using it for formal reconciliation, this feature helps ensure your financial data stays accurate and up-to-date.

💡 Hint: After enabling the Reviewed column, you might notice it appears in investment accounts too, where it's less useful since investment transactions are typically automated. Focus on using it in checking, credit card, and other accounts with manual purchases where review adds the most value. Ashley initially tried to review every single transaction across all accounts but found that reviewing just spending accounts provided 90% of the benefit with much less effort.