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How to run a report for a date range? (edited)

pasteve99

I have used all search engines which have provided me multiple answers, all which have not worked. I want to go into an account and run a report with a date range. Under FILTER there is no option for date range. In the search bar, there is no way to enter a date range.

Any assistance would be appreciated

Steven

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Accepted answers

DryHeat

@pasteve99

You are using the Filter option at the to right hand side of the Transaction list.

I am talking about the Filter option that is part of the Date column header.

Here's the image from my post above again. Notice that where the Filter option is and note my instructions to "First hover over and click on the three-dot menu icon to see the Filter option, then click on that."

If you follow those instructions you will see the options shown in the second image in my post above.

All comments

DryHeat

@pasteve99

Under FILTER there is no option for date range.

Have you tried adding starting and ending dates when you filter on the Date? First hover over and click on the three-dot menu icon to see the Filter option, then click on that:

Then in the Filter window, add a starting date, click on "Add Filter," and add an ending date:

Does this do what you want done?

pasteve99

When I click on Filter in Quicken Simplifi there is no date option. That is the issue I am having.

pasteve99

Simplifi.png

Here is a picture of my Filter options. I do not see any DATE option

DryHeat

@pasteve99

You are using the Filter option at the to right hand side of the Transaction list.

I am talking about the Filter option that is part of the Date column header.

If you follow those instructions you will see the options shown in the second image in my post above.

pasteve99

Ahh..Ok got it

Thank you!

pasteve99

Ok sorry…One more question. See the screenshot below. I enter the following to get a report from 3/10/26 to 4/8/26. If I am entering this correcting when I am done with the second date selector, nothing comes up even though there is data within this range.

I am a long time quicken user trying to switch over to Simplifi so sorry for all these questions

Coach Kristina

Hello @pasteve99,

Thank you for reaching out. It looks like the screenshot you referenced didn't attach. If you're trying to set the Date filters for a date range, I'd expect it to look something like this:

I hope this helps!

pasteve99

Yes it did! Thanks again for your patience and reaching out to supporting new users! Very much appreciated!

Steve