Overview
Are you looking for a general price range or wondering how to search for certain dates when searching your transactions in Simplifi? Well, look no further!
Searching for Amounts
The following formulas can be used when searching for transaction amounts in 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).
Searching for Dates
The following formulas can be used when searching for transaction dates in 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 02/03/2022.
Searching "Feb 02 2022" will search for transactions dated 02/03/2022.
Searching "February 02, 2022" will search for transactions dated 02/03/2022.
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.