Overview
For optimal performance, Quicken Simplifi displays transactions from the past few years by default. If you need to view older transactions, you can adjust the timeframe in your settings.
Note: Viewing a larger date range may affect app performance. For the best experience, use a shorter transaction history when possible.
How to Adjust Transaction Date Range
Click the "Showing Transactions Since [year]" text (located just below the Transaction Activity heading).
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're looking for specific steps for the WebApp, please refer to our article on Why Is Quicken Simplifi Not Showing All My Transactions?
If you have any questions about Quicken Simplifi, our support team is here to help.