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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

CODE
groceries

Find a specific store name

CODE
"Walmart Store"

Use quotes when searching for phrases with spaces.


Search by Field

You can tell Quicken exactly where to look.

Payee

CODE
payee:walmart

Category

CODE
category:food

Search by Amount

Over $100

CODE
expense>100

Under $50

CODE
amount<50

Between $50 and $200

CODE
amount:50..200

Around $100

CODE
amount=100ish

Use “ish” when you don’t remember the exact amount.


Search by Date

After January 1

CODE
date>=2024-01-01

First quarter

CODE
date:2024-01-01..2024-03-31

Around June 15

CODE
date~2024-06-15

Search by Status

Pending transactions

CODE
is:pending

Not reviewed

CODE
not:reviewed

Pending or cleared

CODE
is:pending,cleared

Combine Searches

You can combine multiple conditions to narrow results further.

Expenses over $100 at Walmart

CODE
payee:walmart amount>100

Food purchases this year

CODE
category:food date>=2024-01-01

Groceries from Walmart or Target

CODE
category:groceries payee:walmart,target

Income vs. expenses

CODE
expense>500
CODE
income>500

Investment Searches

For investment accounts, you can also search by activity.

CODE
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

expense>500

Amazon purchases this year

payee:amazon date>=2024-01-01

Food spending in Q1

category:food date:2024-01-01..2024-03-31

Unreviewed transactions

not:reviewed

Around $50

amount=50ish


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