Filter/Search Transactions by Month

MikeBtp

Is there a way to easily select an entire month of transactions then use filters on only that month? For example, I want to select all October transactions (maybe a checkbox at the Month level) then search only those transactions for Gas or Food or anything in that month? This would be good for all transactions or just account-specific transactions.

DannyB

Go to Reports > Spending.

Click in the Date Range field

Select the date range you want (in your example you can navigate to October using the backward or forward arrows and select October 1 then select October 31 and click on "Apply Dates"

All of your October expense transactions will be selected, and you can use filters to focus in on specific expenses.

MikeBtp

Thanks for the response but I don't see an "Apply Dates" icon or button when I make the selection as you indicated. I am using the web app in my Firefox browser in Windows 11.

DannyB

This Apply Dates button is missing?

DannyB

@MikeBtp if the "Apply Dates" button is missing in Firefox, you will want to create a Bug report about this. This button is present in both Edge and Chrome the two browsers typically use.

MikeBtp

Now I see it. I was in the Dashboard and selected Transactions but I just found where you were referring to. Thank you.

MikeBtp

This doesn't seem to be what I am looking for. This appears to be a list of recurring-scheduled Transactions for the date range. I want to select from all cleared Banking transactions (or even those from a single credit card or checking account). Bills & Payments don't seem to cover all transactions, looks like only Recurring. Looking at the list of Transactions from the Dashboard each transaction has a checkbox to select a single or multiple transactions (individually) and the whole page has the Account checkbox so I can select the Account checkbox and All transactions that are visible will be selected. If there was a checkbox at the Month level to check them all for that month only, that would be what I would like. I am fairly new to Simplifi so I'm not sure if there's another way to do this. I've attached an image of something like what I'm referring to.

Simplifi.png

Thanks

MikeBtp

I guess I can go into Reports and do what I'm trying to do. Maybe that's what you were referring to all along:-)