Checkbox for reviewed transactions
Juliet
Merged in a post:
Have a way to mark transactions as “reviewed”
A
Austin
Pretty much like the title says. I’d love to see a feature like other budgeting apps have where you can mark transactions as “reviewed” so that you can quickly see which transactions you’ve already reviewed and made changes, notes, etc. on and which ones you’ve already reviewed haven’t.
Maybe by default have them flagged as “need review” or something.
Juliet
Merged in a post:
Show whether I've reviewed a transaction!
F
Feather
It drives me nuts that there's not a clear way to show if I've manually reviewed a transaction. I don't find the auto-categorizing to be that great.
Options for doing this:
- allow me to turn off auto-categorizing
- create a "Needs review" tab (Copilot does this)
- allow mass tagging (I'm currently getting around this problem by creating a "Reviewed" tag, but this is not ideal because I can't, for ex, mark all my past Uber transactions as reviewed at once).
- relatedly: display tags on the desktop version. Since I'm using tagging to get around this problem, it's annoying that I can only SEE tags on mobile
Juliet
Merged in a post:
missing a "CHECK" for when a transaction is reviewed and works.
V
Valeria
simplifi by quicken has a very practical CHECK feature whereby you click when fully satisfied with the transaction, it helps visually focus on what is outstanding vs review the whole thing again daily.
Juliet
Merged in a post:
I need the ability to check off a transaction as "reviewed"
E
Eric
should be a column on each transaction where I can check off "reviewed" so I can be certain that I've viewed all incoming transactions. Simplifi and others have this feature. I like the interface of Rocket Money but will probably not subscribe without this feature
Juliet
Merged in a post:
Ability to Mark Transactions as Reviewed or Reconciled
A
Abdul
I really enjoy using Rocket Money to track my accounts and transactions. One feature that would make it even more powerful for users like me would be the ability to mark a transaction as “reviewed” or “reconciled.”
Juliet
Merged in a post:
Check off reviewed transactions
L
Lauren
A way to check off transactions already reviewed so we know they have been categorized propertly
Juliet
Merged in a post:
“Reviewed” Checkbox for Transactions
H
Himanshu
I’d love to see a simple checkbox next to each transaction that lets users mark an item as viewed, verified, or acknowledged. The goal is to make it easy to move down the monthly transaction list and keep track of what I’ve already reviewed.
Why this matters
• Helps users quickly confirm which charges they’ve already checked.
• Makes it easier to spot fraudulent, duplicate, or unwanted recurring payments.
• Reduces mental load—no need to remember “Did I already look at this one?”
• Supports a clean, fast, “tap and move on” workflow for staying on top of monthly spending.
Juliet
Merged in a post:
Review and accept all transactions
A
Alex
I like the "review categories" feature where you swipe right to accept. I wish it was like that for 100% of all transactions. I like this organized way "approving" transactions, but not just for categories, but to approve it because I recognize it. Anything I dont recognize, I would swipe left to review later and investigate more.
H
Himanshu
I second this as well. We need a “Reviewed” Checkbox for Transactions button.
D
David
There are several threads for "Reviewed Transactions" can they all be consolidated. I think this feature is important but the votes are being diluted due to the number of different threads requesting this feature.
Load More
→