Simplifi / Quicken Business & Personal Help

Search Syntax Quick Reference

Quick Reference

Syntax

Description

Example

text

Text search

groceries

"text"

Phrase search

"Walmart Store"

field:value

Contains

payee:walmart

field=value

Exact match

category=Food

field!=value

Not equals / exclude

category!=Food

field>value

Greater than

amount>100

field<value

Less than

amount<50

field>=value

Greater or equal

date>=2024-01-01

field<=value

Less or equal

amount<=200

field:min..max

Absolute range

amount:50..200

field:-n..+n

Signed cross-zero range

amount:-50..+100

field=50

Absolute equals (±)

amount=50

field=-50

Exact negative

amount=-50

field=+50

Exact positive

amount=+50

is:keyword

Status / presence filter

is:pending

not:keyword

Negated status / presence filter

not:reviewed

is:tags

Has at least one tag

is:tags

not:tags

No tags assigned

not:tags

is:notes

Has a note/memo

is:notes

is:check

Has a check number

is:check

is:flag

Has a flag set

is:flag

not:flag

Not flagged

not:flag

is:uncategorized

No category assigned

is:uncategorized

is:client

Has a client assigned

is:client

is:project

Has a project assigned

is:project

is:personal

Personal transactions

is:personal

is:business

Business transactions

is:business

usage=name

Business exact name match

usage=Acme Corp

usage:name

Business name contains

usage:acme

field:a,b,c

OR values

payee:walmart,target

field!=a,b,c

NOT IN (exclude all)

category!=Food,Travel

field~value

Fuzzy match

amount~100

field=valueish

Fuzzy match

amount=100ish

expense>value

Expense filter

expense>100

income>value

Income filter

income>500

-field>value

Expense filter

-amount>100

+field>value

Income filter

+amount>100

date=today

Today's transactions

date=today

date=yesterday

Yesterday's transactions

date=yesterday

date=this month

This calendar month (also this-month, "this month")

date=this month

date=last month

Last calendar month (also last-month, "last month")

date=last month

date=this quarter

This calendar quarter

date=this quarter

date=last quarter

Last calendar quarter

date=last quarter

date=this year

This calendar year

date=this year

date=last year

Last calendar year

date=last year

date=qN

Quarter N (1–4) of the current year

date=q1

date=YYYY-qN

Quarter N of a specific year

date=2026-q1

date=ytd

Year-to-date (Jan 1 → today)

date=ytd

date=-Nd

Last N days (rolling window through today)

date=-30d

date=-Nm

Last N months (rolling window through today)

date=-3m

date>-Nd

After the day N days ago (single point)

date>-30d

date:min..max

Date range (literal, relative, partial, quarter, or keyword bounds; order-independent)

date:-3m..-2m

date=YYYY-MM

Entire calendar month

date=2026-04

date=YYYY

Entire calendar year

date=2026

>=today

Auto-detected relative date

>=today

>-30d

Auto-detected offset

>-30d