Filter by date range

ppanepinto

Hello,

Even the free Mint provided that feature to allow you to download transactions for the date range of bank and credit card statements. When will Simplifi support that?

By the way, that was an awful bait and switch. Mint told me to migrate to Credit Karma… that is NOT like-for-like functionality. What a waste of time to do that. I highly recommend avoiding Credit Karma if you are looking for a money management tool like Quicken since Mint went away.

UrsulaA

For filtering by date range, vote for the feature request here.

Simplifi allows some basic date range filtering by entering formulas

Searching for Dates

The following formulas can be used when searching for transaction dates in Quicken Simplifi:

• Searching "2/3/2022" or "02/03/2022" will search for transactions dated 02/03/2022.
• Searching "Feb 02, 2022" will search for transactions dated 02/03/2022.
• Searching "Feb 02 2022" will search for transactions dated 02/03/2022.
• Searching "February 02, 2022" will search for transactions dated 02/03/2022.
• Searching "2/3/2022ish" or "02/03/2022ish" will search for transactions dated around 02/03/2022.
• Searching ">2/3/2022" or ">02/03/2022" will search for transactions on or after 02/03/2022.
• Searching "<2/3/2022" or "<02/03/2022" will search for transactions on or before 02/03/2022.

https://help.simplifimoney.com/en/articles/6354977-transaction-search-tips

random

a date range in the filter would be so nice!

Mook Mook

filtering by date range is a must! how else am I supposed to determine expenses in a given category for 2023?

ajbopp

@Mook Mook Filtering by date range and category is possible in the Reports area.

neon45

https://community.simplifimoney.com/discussion/comment/24968#Comment_24968

It appears to be of no value there if you are trying to add up Brokerage interest, dividend income, etc.

UrsulaA

Dividend and income transactions can be displayed in reports. They need to be designated as type = payment/deposit and then as Dividend Income or Interest Earned. The exclude from reports box needs to be unchecked in each transaction.

If you want to include all dividend and interest in reports, ensure the account is set up to be included in the spending plan and reports from settings.

More info below:

https://help.simplifimoney.com/en/articles/5160317-how-to-exclude-accounts-from-reports-and-the-spending-plan-on-the-mobile-app

https://help.simplifimoney.com/en/articles/6540220-managing-investment-transactions

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