Filter by date range

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ppanepinto
ppanepinto Member
edited February 20 in Feedback

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.

Comments

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    Options

    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

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • random
    random Member ✭✭
    Options

    a date range in the filter would be so nice!

  • Mook Mook
    Options

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

  • ajbopp
    ajbopp Member ✭✭✭✭
    Options

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

    Anthony Bopp
    Simplifi User Since July 2022
    Money talks. But all my paycheck ever says is goodbye

  • neon45
    neon45 Member ✭✭
    Options

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

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    Options

    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

    Screenshots

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

This discussion has been closed.