Searching and Filtering Transactions

Applies to Simplifi and Quicken Business & Personal

Overview

The Search transactions bar at the top of the Transactions page is more than a simple search box. It lets you quickly find exactly the transactions you’re looking for—by payee, category, amount, date, status, and more.

You can use it like a normal search, or combine filters to narrow results in powerful ways.

Where to Find It

Select Transactions from the left navigation to see all transactions across accounts, or open any individual account. The Search transactions field appears at the top of the list.

Why This Matters

Instead of scrolling through pages of transactions or running reports, you can instantly answer questions like:

• “What did I spend at Amazon this year?”

• “Show me expenses over $500 that are still pending”

• “Find that transaction for about $100 last June”

• “Show me groceries from Walmart or Target”

• “Which transactions haven’t I reviewed yet?”

For many tasks, this is faster than running a report.

Start With Simple Searches

You can type any word to search across all visible columns.

Find groceries
Type:
groceries

Find a specific store name
Type:
"Walmart Store"

Use quotes when searching for phrases with spaces.

Search by Payee or Category

You can tell Quicken exactly where to look.

Find all purchases from Walmart
Type:
payee:walmart

Find food purchases
Type:
category:food

Search by Amount

Find expenses over $100
Type:
expense>100

Find transactions under $50
Type:
amount<50

Find transactions between $50 and $200
Type:
amount:50..200

Find transactions around $100 when you don’t remember the exact amount
Type:
amount=100ish

Search by Date

Find transactions after January 1
Type:
date>=2024-01-01

Find transactions in the first quarter
Type:
date:2024-01-01..2024-03-31

Find transactions around June 15
Type:
date~2024-06-15

Search by Transaction Status

Find pending transactions
Type:
is:pending

Find transactions you haven’t reviewed
Type:
not:reviewed

Find only cleared or pending transactions
Type:
is:pending,cleared

Combine Searches to Narrow Results

You can combine multiple filters to find very specific results.

Expenses over $100 at Walmart
Type:
payee:walmart amount>100

Food purchases this year
Type:
category:food date>=2024-01-01

Groceries from Walmart or Target
Type:
category:groceries payee:walmart,target

Search for Income vs. Expenses

Expenses over $500
Type:
expense>500

Income over $500
Type:
income>500

Investment Account Searches

For investment accounts, you can also search by activity.

Find stock purchases
Type:
action:buy

Find large trades
Type:
qty>100

Find trades with fees
Type:
fee>5

Tips for Better Searching

• Search is not case-sensitive

• Use quotes for names with spaces: "Whole Foods"

• Use commas to search multiple values at once

• Use “ish” when you don’t remember exact amounts: amount=250ish

• Combine searches freely

When to Use Search Instead of Reports

Use search when you want to:

• Find a specific transaction

• Review a group of transactions

• Check for missing categorization

• Investigate recent activity

Use reports when you need totals and summaries.

Quick Reference