Ability to filter transactions by day of month (edited)
Filter day of month in transaction register and payee rules and maybe recurring transactions
The filter might look like:
Lower day limit = 5 and upper date limit = 7 would return xx/5/xxxx xx/6/xxxx and xx/7/xxxx,
This would allow you to find subscriptions that occur around the same day every month and the same amount and same payee like "Apple" and allow you to set up payee rules for future transactions.
Steve B
Ex Fortran, Cobol, Basic, MS Access and VBA (Visual Basic for Applications programer
Been using Simplifi since Dec 2026.
Comments
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@sbennet1, thanks for posting your suggestion to the Community!
When creating Idea posts in the Community, you'll want to limit your request to just one enhancement or feature per our guidelines here:
Since filtering Transaction Rules and Recurring Series would be different from filtering transactions, this request has been edited to just request the ability to filter transactions by day of month. That way, users can vote for that specific enhancement, and our product team can get a clear idea of how many users would like to see it.
If you'd like to request a 'day of month' filter in other areas of the program, please be sure to create a new Idea post for each one. Much appreciated!
-Coach Natalie
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