MULTIPLE SELECT option

jimburatti

Long time user of Mint. they had an easy feature for MULTIPLE SELECT by checking one box then press the SHIFT key and the bottom one you want… and then it selects they ALL in that area… its such a helpful feature.. .Simplifi should do it.

UrsulaA

Agreed - I am working around this by adding a date (example <12/31/2023) or amount (100.0) filter and then selecting all transactions. The shift + click shortcut will be nice.

Can this be turned into a feature request or merged with an existing one? @Coach Kristina @Coach Natalie

Coach Natalie

@jimburatti, thanks for posting your feedback!

I'd suggest adding your vote and feedback to this existing request, and then following it for updates:

https://community.simplifimoney.com/discussion/1991/add-keyboard-shortcuts-edited

I hope this helps!

-Coach Natalie

jimburatti

but there is no date filter on transaction Activity

UrsulaA

There is a feature request open to filter by date on the transaction list.

https://community.simplifimoney.com/discussion/359/need-a-select-all-and-date-range-filter-edited

The feature to filter by date is partially available by using some shortcuts and by limiting the display of transactions via "Showing Transactions Since [date]" under the transaction activity header.

https://help.simplifimoney.com/en/articles/6354977-transaction-search-tips#h_5b04ae35c3

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.

More search tips: https://help.simplifimoney.com/en/articles/6354977-transaction-search-tips#h_2d568d88d9

The reports page allows filtering by date range.

EL1234

When using dates in the search box, it prevents me from also searching for specific text in the transaction payee/notes. Ideally we should be able to filter for dates directly in the Filter options.

DakotaDad

This needs to be a thing. SHIFT+clicking for multi select, and then also skip a transaction row and SHIFT+click another range. YNAB does it, my gmail does it, the code shouldn't be that hard to find.

Also, I noticed on mobile that when I have a results list from a search, there is no total shown. I'd like a total here, and also a way to select multiple transactions and view a total of selected.

And yes to date ranges need their own filter to not clog up the search bar.