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Searching and Filtering Transactions in Quicken Simplifi

Learn how to search and filter transactions in Quicken Simplifi

Written by Nicole
Updated yesterday

Overview

If you’re having trouble locating specific transactions in Quicken Simplifi, there are two powerful tools that can help: Search and Filters.

Each works differently and is best suited for different needs, helping you quickly locate the exact transactions you’re looking for. In the sections below, we’ll walk you through how to adjust filters and use search formulas so you can narrow your results.

What's the difference between searching and filtering?

  • 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 let you build precise rules to narrow your list using Columns, Operators, and Values rules when filtering. It is ideal when you have exact details of what you're looking for and want to apply multiple conditions at the same time to find exact matches, such as “Expenses between $50–$200”.

How to Search Transactions

  1. Hover over the left panel and click Transactions.

  2. Click the search bar on the right of the Transactions Activity view.

  3. Type the search term in the search bar.

Note: When using the search bar, you can only use one search term at once.

Tips for Searching Transactions

Amount Searching Tips:

The following formulas can be used when searching for transaction amounts in Quicken Simplifi:

What You Type

What It Does

Example Result

- before a number

Searches expenses only

-23.50 = expense of -23.50

+ before a number

Searches income only

+400 = income of +400

Just a number

Finds any transaction with that number

23 = +23.00 and -23.00

Number + ish

Finds amounts around that number

-23ish ≈ values near -23

~ + number

Also finds amounts around that number

~-23 ≈ values near -23

+ >number or - >number

Finds income/expense greater than that number

+>1000 = income > 1000

+ <number or - <number

Finds income/expense less than that number

-<1000 = expenses < 1000

$ before a number

Makes the search more precise

$23 = refined matches for 23

Date Searching Tips

The following formulas can be used when searching for transaction dates in Quicken Simplifi:

What You Type

What It Does

Example Result

Any date format

Finds that exact date

2/3/2022, Feb 03 2022

Date + ish

Finds dates close to that date

2/3/2022ish ≈ around Feb 3, 2022

> date

Finds dates on or after the date

>2/3/2022

< date

Finds dates on or before the date

<2/3/2022

How to Filter Transactions

  1. Hover over the left panel and click Transactions.

  2. Hover over the Date column on the left in the Transaction Activity view.

  3. Click the three-dot menu next to the Date column.

  4. Click Filter.

  5. Add the available criteria:

    • Columns: The field you want to filter.

    • Operator: How you want to compare it.

    • Value: The specific detail you’re looking for.

Note: If the Date column isn’t visible, see this FAQ on how to add or remove columns: https://support.simplifi.quicken.com/en/articles/3569750-how-to-add-and-remove-columns

Frequently Asked Questions

Can I use Search and Filters at the same time?

Yes! If both are used, Simplifi applies Search first, then Filters on the remaining results.

How do I clear everything and start over?

  1. Use the Remove all button to clear filters.

  2. Click the X icon in the search bar to clear anything you typed.

If you’re having trouble locating all of your transaction dates, please refer to Why Is Quicken Simplifi Not Showing All My Transactions?

If you have any questions about Quicken Simplifi, our support team is here to help.

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