Transaction Search Tips

Learn some tips for searching transactions in Quicken Simplifi

Nicole avatar
Written by Nicole
Updated over a week ago

Overview

Are you looking for a general price range or wondering how to search for certain dates when searching your transactions in Quicken Simplifi? Well, look no further!

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).

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 02/03/2022.

  • 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.

Transactional Data Limits

To improve performance, your transactions will default back to just a few years. If you'd like to access older transactional data, you may do so by selecting the gear icon to the upper left of your Transaction Activity on the Quicken Simplifi Web App, or by selecting the tooltip icon at the very top of your Transaction Activity on the Quicken Simplifi Mobile App. However, we advise keeping your transactional data limited to keep Quicken Simplifi performing at full capacity.

Did this answer your question?