Filters

Discussion List

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  Ability to Exclude Criteria in Filters/Inverse Filter Criteria (edited)

  Active JMP 424 views 14 comments 44 points Most recent by UrsulaA December 9Feature Requests
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  Merged: Allow Tranaction Filters to NOT a value (to exclude specific values)

  Closed Kseniya 13 views 0 comments 6 points Most recent by UrsulaA December 9Quicken Business & Personal Feature Requests
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  Filter/Search Transactions by Month

  MikeBtp 32 views 7 comments 0 points Most recent by MikeBtp November 17Managing Your Transactions
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  Save a link to a Report (edited)

  Closed jdreddaway 11 views 1 comment 0 points Most recent by Coach Jon October 16Feedback
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  Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

  Active tcr000 49 views 5 comments 3 points Most recent by Coach Jon October 11Feature Requests
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  Add a Filter for "Untagged" (edited)

  Active SZR 243 views 12 comments 30 points Most recent by Mango2024 August 15Feature Requests
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  Merged: New "untagged" filter in Reports/Filter/Tags

  Mango2024 8 views 0 comments 1 point Started by Mango2024 August 15 Categories and Tags
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  Merged: Save or Bookmark Filters

  dmccoyQCH 5 views 0 comments 1 point Started by dmccoyQCH August 10 Feature Requests
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  Transaction History Settings

  UrsulaA 439 views 20 comments 0 points Most recent by UrsulaA August 8Report a Bug
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  Transferred From Mint

  Closed Marissa 40 views 3 comments 0 points Most recent by UrsulaA August 6Feedback
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  Filter query parameters not respected on transactions page

  Closed fjosdasdfas 19 views 3 comments 0 points Most recent by Coach Jon July 30Report a Bug
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  Static Filters

  Closed donnajean 19 views 3 comments 1 point Most recent by Coach Jon July 10Feedback
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  Exclude from Reports don't produce bar graphs even when selected via the filter.

  Answered ✓ Closed Max1223 80 views 3 comments 0 points Most recent by Coach Jon May 21Using Reports
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  Saved Filters and reports

  Closed Wayne 34 views 1 comment 2 points Most recent by Coach Natalie May 20Feedback
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  Sort "Accounts" in filter selection.

  Closed QuantumWest 59 views 2 comments 1 point Most recent by Coach Jon May 7Report a Bug
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  Sort Feature aka filters

  Answered ✓ Closed WishiLovedThisApp 52 views 2 comments 0 points Most recent by WishiLovedThisApp April 21Bills and Income
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  Allow direct/deep linking to specific areas of Simplifi - e.g. pre-selected filters (edited)

  Active budgetj75 135 views 7 comments 5 points Most recent by rbw April 13Feature Requests
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  Make Reports filtering easier

  Closed dsa157 30 views 1 comment 1 point Most recent by Coach Natalie April 1Using Reports
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  Merged: Saved Filters in the Transactions view

  TCQY 1 view 0 comments 1 point Started by TCQY March 25 Feature Requests
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  Make "Not excluded in reports" filter ON by default

  Answered ✓ Closed Manuel Jasso 72 views 1 comment 0 points Most recent by Coach Jon March 18Feedback
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  Ability to filter transactions by Attachment (edited)

  Active UrsulaA 63 views 1 comment 6 points Most recent by RobWilk March 14Feature Requests
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  Savings filters

  Closed rdenove 27 views 1 comment 0 points Most recent by UrsulaA March 6Using Reports
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  Add Advanced Filter options for Recurring Income & Recurring Transfers (edited)

  Active UrsulaA 23 views 0 comments 3 points Started by UrsulaA February 16 Feature Requests
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  Mobile app: Show me what I've filtered on in reports

  Active ajbopp 22 views 0 comments 3 points Started by ajbopp February 3 Feature Requests
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  Merged: Add selectable column in report transactions, same as the transactions page

  BigMan77 11 views 0 comments 1 point Started by BigMan77 February 3 Feature Requests
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  Merged: Need to be able to filter transactions by date

  Tessellate 11 views 0 comments 2 points Started by Tessellate January 31 Feature Requests
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  Filter by date range

  Closed ppanepinto 1K views 6 comments 4 points Most recent by UrsulaA January 20Feedback
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  Ability to Filter Transactions by 'Subscriptions' only (edited)

  Active Tamila 53 views 3 comments 1 point Most recent by UrsulaA January 3Feature Requests
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  Filters: Allow Entire Account Groupings to Be Selected (edited)

  Active patg 47 views 1 comment 3 points Most recent by EL1234 January 3Feature Requests
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  Deep linking to filters on transactions page is broken

  Closed smiklakhani 42 views 3 comments 1 point Most recent by smiklakhani December 2023Report a Bug