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Why Is Quicken Simplifi Not Showing All My Transactions?

Learn how to adjust your transaction date range.

Written by Andrea P
Updated over a week ago

Overview

For optimal performance, Quicken Simplifi displays transactions from the past few years by default. If you need to access older transaction data, you can adjust this timeframe.

Note: Keep in mind that viewing larger date ranges may impact app performance. For the best experience, we recommend limiting your transaction history to recent years when possible.

How to Adjust Transaction Date Range

Instructions for the Web:

  1. Hover over the "Showing Transactions Since [year]" text (located just below the Transaction Activity heading).

  2. Click the ⚙️ settings icon next to the "Showing Transactions Since [year]" text.

  3. Adjust to the date range you’d like to see.

Instructions for Mobile:

  1. Click the "Showing Transactions Since [year]" text (located just below the Transaction Activity heading).

  2. Adjust to the date range you’d like to see.

If you need help troubleshooting missing transactions or bank connectivity issues, please see Troubleshooting Missing Transactions.

If you have any questions or need help adjusting the transaction date in Quicken Simplifi, please don't hesitate to reach out to our support team!

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