Filtering Transactions
Overview
The Filters panel lets you narrow your transaction list by selecting structured criteria such as category, payee, account, tag, flag, or review status.
Filtering temporarily hides transactions that don’t match your selections. Your data isn’t changed or deleted. Remove the filters and everything reappears.
Where to Find It
Select Transactions from the left navigation.
Click the Filter (funnel) icon next to the Search bar to open the Filters panel.
When to Use Filtering
Filtering is best when you want to work through a group of transactions or focus on a specific subset of activity.
For example:
Review business expenses before tax time
Locating a specific transaction when you know the payee, category, or account
Check transactions for one client before invoicing (Quicken Business & Personal only)
Work through flagged items
Find transactions that haven’t been reviewed
Review a single account independently
Confirm which transactions will appear in a report
Filtering is ideal for focused review and cleanup tasks.
How Filtering Works
The Filters panel has three sections:
Filter Types
Choose what you want to filter by:
Categories
Payees
Tags
Accounts
Clients & Projects (QBP only)
Flags
Advanced
Options
Select one or more options within that filter type. Many lists include a search field to help you quickly find items.
Selected Filters
A summary shows everything you’ve selected across filter types. You can remove individual selections or clear filters entirely.
Click Apply to update your transaction list.
When filters are active:
The Filter icon shows a badge with the number of selections applied.
The transaction list updates to show only matching results.
The toolbar reflects the count and net total of filtered transactions.
Filters reset when you leave the Transactions view.
Understanding Filter Logic
Filters follow two simple rules:
Within a single filter type, selections work as OR.
Across different filter types, selections work as AND.
Example:
If you select:
Office Expenses and Meals under Categories
Amazon under Payees
You’ll see transactions that are:
(Office Expenses OR Meals) AND Amazon.
Understanding this helps you combine filters intentionally.
Filter Types
Categories
Filter by top-level category or expand to select specific subcategories.
In Quicken Business & Personal, Business categories appear.
In Simplifi, only Personal and standard categories appear.
Example:
Select Office Expenses to review business supply purchases before tax time.
Payees
Filter transactions from one or more merchants.
Example:
Select a vendor to review all transactions associated with them.
Tags
Filter by custom tags used to track projects, trips, or campaigns.
Example:
Filter by “Home Office” to review related expenses.
Accounts
Show transactions from one or more specific accounts.
Example:
Select your business checking account to review only business activity.
Clients & Projects (QBP only)
Filter transactions tied to a specific client or project.
Example:
Before generating an invoice, filter by a client to confirm all billable transactions are included.
Flags
Filter transactions by color flag or find transactions that haven’t been flagged.
Example:
Filter by Yellow to resolve items marked for follow-up.
Advanced
Additional options include:
Bills & Subscriptions
Excluded / Not excluded in reports
Excluded / Not excluded in spending plan
Reviewed / Not reviewed
Example:
Select Not reviewed to work through transactions waiting for confirmation.
Combine Filters
You can select options across multiple filter types at the same time.
Example:
To review all unreviewed business expenses for one client (QBP):
Select Business under Categories
Select the client under Clients & Projects
Select Not reviewed under Advanced
Click Apply to see only transactions that match all selected criteria.
When to use Filters Instead of Search
Use Filters when:
You want to review or work through a defined group of transactions.
You prefer selecting from lists rather than typing search expressions.
You’re focusing on cleanup, review, or preparation tasks.
Use Search when you’re looking for something specific or combining detailed search conditions.
Removing Filters
To adjust or remove filters:
Remove individual selections in the Selected Filters column
Clear one filter type
Select Clear Filters to remove all filters
You can also click the ✕ on the Filter badge in the toolbar to reset everything instantly.
Final Note
Filtering helps you manage transactions efficiently by narrowing your view to exactly what you need—whether you’re preparing taxes, invoicing clients, reviewing account activity, or cleaning up uncategorized entries.