Overview
In Quicken Simplifi, you can search for transactions by amount or date. Additionally, you can set a default for the amount of transaction history to load for all accounts. Below, we'll cover how to adjust this filter and utilize search formulas to refine your results quickly.
Note: You can only use one search term or formula at a time in the Search transactions bar.
Searching for Amounts
The following formulas can be used when searching for transaction amounts in Quicken Simplifi:
Searches that start with a minus sign (-) or a plus sign (+) will restrict your results to expenses or income, respectively.
Searching for a generic number, such as "23", will return results for both +23.00 and -23.00.
Searching "-23.50" will search for -23.50 specifically (you can also use the plus sign to search for income).
Searching "-23ish" will search for values roughly around -23.00 (you can also use the plus sign to search for income).
Searching "~-23" will also search for values roughly around -23.00 (you can also use the plus sign to search for income).
Searching "+>1000" will search for income transactions greater than 1000.00 (you can also use the minus sign to search for expenses).
Searching "+<1000" will search for income transactions less than 1000.00 (you can also use the minus sign to search for expenses).
Using a dollar sign ($) when searching for an amount will help refine the search.
Searching for Dates
The following formulas can be used when searching for transaction dates in Quicken Simplifi:
Searching "2/3/2022" or "02/03/2022" will search for transactions dated 02/03/2022.
Searching "Feb 02, 2022" will search for transactions dated 02/02/2022.
Searching "Feb 02 2022" will search for transactions dated 02/02/2022.
Searching "February 02, 2022" will search for transactions dated 02/02/2022.
Searching "2/3/2022ish" or "02/03/2022ish" will search for transactions dated around 02/03/2022.
Searching ">2/3/2022" or ">02/03/2022" will search for transactions on or after 02/03/2022.
Searching "<2/3/2022" or "<02/03/2022" will search for transactions on or before 02/03/2022.
Adjusting Your Transaction Date Range
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:
Web App: Hover over the "Showing Transactions Since [year]" text (located just below the Transaction Activity heading) to reveal the gear icon, then click it to adjust your date range
Mobile App: Tap the tooltip icon at the top of your Transaction Activity view
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.
