Searching Transactions
Overview
The Search transactions bar at the top of the Transactions page helps you quickly find exactly what you’re looking for—by payee, category, amount, date, status, and more.
You can use it like a simple keyword search or combine structured search terms to narrow results precisely.
Where to Find Search
Select Transactions from the left navigation to view all transactions across accounts, or open any individual account.
The Search transactions field appears at the top of the transaction list.
When to Use Search
Search is best when you’re trying to locate something specific or answer a focused question.
For example:
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.
Which transactions haven’t I reviewed yet?
For many tasks, searching is faster than running a report.
How Search Works
You can type:
A simple word
A quoted phrase
A structured search expression
Multiple search conditions together
Search is not case-sensitive.
Start with Simple Searches
Type any word to search across visible columns.
Find groceries
groceries
Find a specific store name
"Walmart Store"
Use quotes when searching for phrases with spaces.
Search by Field
You can tell Quicken exactly where to look.
Payee
payee:walmart
Category
category:food
Search by Amount
Over $100
expense>100
Under $50
amount<50
Between $50 and $200
amount:50..200
Around $100
amount=100ish
Use “ish” when you don’t remember the exact amount.
Search by Date
After January 1
date>=2024-01-01
First quarter
date:2024-01-01..2024-03-31
Around June 15
date~2024-06-15
Search by Status
Pending transactions
is:pending
Not reviewed
not:reviewed
Pending or cleared
is:pending,cleared
Combine Searches
You can combine multiple conditions to narrow results further.
Expenses over $100 at Walmart
payee:walmart amount>100
Food purchases this year
category:food date>=2024-01-01
Groceries from Walmart or Target
category:groceries payee:walmart,target
Income vs. expenses
expense>500
income>500
Investment Searches
For investment accounts, you can also search by activity.
action:buy
qty>100
fee>5
When to Use Search Instead of Filters
Use Search when:
You’re looking for a specific transaction.
You remember part of the payee name.
You want to search by structured criteria (amount, date, status).
You’re comfortable combining search terms.
Use Filters when you want to browse or work through a selected group of transactions.
Quick Reference
To find | Type this |
|---|---|
Large expenses |
|
Amazon purchases this year |
|
Food spending in Q1 |
|
Unreviewed transactions |
|
Around $50 |
|