Ability to search for split amounts in transactions (edited)

EL1234
EL1234 Member ✭✭✭✭
edited January 2 in Feature Requests

If I search for a number, Simplifi shows me transactions with that amount. (And transactions with similar amounts, eg: 300 if I search for 30. But I digress.)

My request: I would also like to see in the list transactions that include a split with the amount that I searched for.

Thanks!

6
6 votes

Completed · Last Updated

You can now search within splits!

Comments

  • Dick_Davis
    Dick_Davis Member ✭✭✭✭

    @EL1234 I posted this same concern in 2025 and was informed that putting a "$" (Dollar Sign) in front will make the search more limited to the exact dollar amount. I agree that the program logic can be inserted to know that when the amount as in 99.99 is inserted, then this can be done by the program.

    Dick Davis

    Wanting to Migrate from Quicken Classic Premier to Simplifi

  • EL1234
    EL1234 Member ✭✭✭✭

    Thanks! I often put a decimal after the number which helps somewhat, but I'll try a dollar sign and see if that's more foolproof.

    My real ask though was about the amounts inside splits. I hope they can add that!

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    With Enhanced Transaction Search, currently in Early Access and soon available to all users, you can now search within splits!

    -Coach Natalie