Feature Request: Display Total Dollar Amount for Filtered Transactions

Poeppingp

I recently received the response:

“The transaction search and filtering features don’t include an automatic total calculation for displayed results. You can search and filter transactions using various formulas, but the system doesn’t provide a running total of the filtered results. To get totals, you’d need to manually calculate the displayed transactions.”

Frankly, this limitation is surprising. There is already a summary line at the top that shows the number of transactions returned from a query—why not also display the total dollar amount for those results? The space is available, and this enhancement would provide immediate and valuable insight, especially when reviewing or reconciling activity.

Feature request: Please add the total number of transactions and the total dollar amount of the filtered or searched results to the top summary line in the Transactions view.

This small change would significantly improve usability and efficiency for users.

Thank you for your consideration.

Patrick Poepping 

Coach Natalie

@Poeppingp, thanks for reaching out to the Community!

When I search or filter transactions in Quicken Simplifi on the Web App, I see a total at the top:

Is this what you're looking for? Or are you using the Quicken Simplifi Mobile App?

Let us know!