I don't understand your instructions on how to export data for a specific date range
I want to export transactions in specific categories that fall in the full year 2024. Surprisingly, Simplifi does not support this, but your help page says, "To filter your export to a specific month, you can simply collapse all months outside of the month(s) you're looking for. This will allow you to easily select the transactions for the month(s) displayed, and exclude the transactions for all other months." I have no idea what you mean. Can someone explain this to me? I want all transactions in three categories for the full year 2024. How do I "collapse all months outside of the months I'm looking for?"
Best Answer
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Hello @DavidB,
When looking at transactions (in an account or the Transaction Activity section), you may notice the month headers have a small triangle to the left of the month.
When it is pointed downwards, the month is expanded and you can see all the transactions.
If you click on it, then it will collapse the month.
I hope this helps!
-Coach Kristina
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