Overview
If you're having trouble finding specific transactions in Quicken Simplifi, the Search and Filter tools can help you quickly narrow down your results.
While both tools are designed to help locate transactions, they serve different purposes and can be used separately or together for more precise results. The sections below explain how to use filters and search options to find the transactions you're looking for.
What’s the Difference Between Search and Filters?
Search is a quick keyword tool that finds any transaction containing the word or date you type, making it best for fast lookups like “Amazon”, “Trip", or "12/17/2023". It is ideal when you know just one detail of what you're looking for.
Filters help you narrow down transactions by applying specific criteria, such as account, category, amount, date, or payee. They are especially useful when you know multiple details about the transactions you're looking for and want to refine your results.
How to Search Transactions
Tap the Menu (three-line icon).
Tap Transactions.
Enter your search term in the Search transactions bar.
Note: When using the search bar, you can only use one search term at once.
How to Filter Transactions
You can filter transactions by:
Date range: Including the last 30 days and other available time periods.
Status: Such as Pending or Cleared.
Date: Newest to oldest or vice versa.
Amount: Highest to lowest or vice versa.
To refine your results further, you can filter by category, payee, tag, flag, or account to make it easier to find specific transactions.
Quicken Simplifi also offers advanced filters for Bills & Subscriptions, Spending Plan inclusion or exclusion, and Reviewed status.
Tap the Menu (three-line icon).
Tap Transactions.
Tap the Filters icon located next to the 'Search transactions' bar.
Frequently Asked Questions
Can I use Search and Filters at the same time?
Can I use Search and Filters at the same time?
Yes! You can sort the transactions using any of the available sorting options, then locate the transaction by entering its details in the search bar.
Why are my transactions not showing up?
Why are my transactions not showing up?
If you’re having trouble locating all of your transactions, please refer to Why Is Quicken Simplifi Not Showing All My Transactions?.
If you're looking for steps specific to the web app, please see our article Searching and Filtering Transactions in Quicken Simplifi.
If you have any questions or need help searching or filtering transactions in Quicken Simplifi, reach out to our support team.