Search — Simplifi

Search By Check Number

John Kostenbader — Wed, 11 Mar 2026 20:31:10 +0000

To me this is a very basic function. If there is a discrete field for check number and it is populated or being populated you should be able to go to the search bar and search for a check number. Instead the search looks for an "amount". I verified this is not working in either the web app or the mobile app. I spoke with support today and indeed they could not search either. I realize you can add the check number of the register column and sort but that is wonky. Please fix this…

While checks may be a blast from the past and may not have much future, they are still in use today and there needs to be an easy way to find one…

Transaction search needs reining in

ChattMatt — Wed, 25 Feb 2026 12:06:51 +0000

I search for “7.00” and get 1,490 hits including things like 57.00, which sort of makes sense, but also any transaction in it with a 7 anywhere in it. So 213.70, 678.60, 213.37, etc.

In short, search doesn’t work.

[edited image to reduce size]

Transactions Found shows wrong count on mobile (edited)

davidcwalls — Mon, 02 Feb 2026 20:56:42 +0000

When any string is entered in the Search Transactions field, the number of Transactions Found always shows the same number, 3,731, for me at the moment. I believe that may be the total count of transactions. This is true regardless of filter settings (except if I change the Since [year] dropdown to All Time, then the Transactions Found banner is no longer displayed).

This banner used to show the number of results that were located by the search.

Occurs in Version 6.4.3 on iPhone 15

Screenshot shows a search with a single result and the banner showing 3731 transactions found.

[edited image to reduce size]

Search has gotten painfully slow

EL1234 — Tue, 27 Jan 2026 18:25:48 +0000

This seems to be a recent issue that started over the last few days. Searching has gotten painfully slow. It seems that with each letter I type, Simplifi queries the database again, instead of waiting until I stop typing. While this might not be so bad, what's happening now is that only a small fraction of the letters that I type are actually kept in the search box. So if I want to search for a word, I need to type one letter, wait until it shows, press the next letter, etc etc. It's quite annoying.

Is anyone else seeing this behavior? I think it started within the last week or so.

Ability to search for split amounts in transactions (edited)

EL1234 — Fri, 02 Jan 2026 18:29:27 +0000

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!

Issue with searching transactions (edited)

Dick_Davis — Tue, 02 Sep 2025 19:12:55 +0000

When in the Transaction list, a bug is present in the filter. For example, When the word “to “ (with a space is entered) there is when it matches but most of time not a match. See the attachments for further understanding.

[edited images for privacy]

Ability to search by check # (edited)

EL1234 — Thu, 04 Sep 2025 03:30:58 +0000

Until recently I was able to search for a transaction by the check number. I'm not sure when it stopped working but I noticed today that I get zero results when typing in a check number that I know is there (ie: I can see it).

Please bring back this important functionality!

Searching transactions on the Mobile App is not showing all transactions (edited)

The Merg — Mon, 01 Sep 2025 15:43:17 +0000

I believe I might’ve discovered a bug that shows up when searching for recent transactions when using the mobile version of Simplify.

When you do a search, it appears to end up covering the most recent transaction with the banner of how many transactions are on the list

I seen in the attached screenshots, you can see that I should have five transactions listed, but the most recent one is not displayed as it is hidden under the banner of how many transactions there are. The most recent transaction does appear for a split second before it’s covered by the banner, which is the one screenshot I was able to take.

In this case, there are five recent transactions, but after I finish typing in the name and let it finish searching, you can see the only four visible as the most recent one is under the banner.

- Merg

[edited images to reduce size]

Merged: Search/Filter not displaying all transactions on mobile (edited)

debandrich — Mon, 01 Sep 2025 18:52:51 +0000

This discussion has been merged.

When I search for uncategorized transactions, it also shows [me] balance adjustments. Why?

Oogway — Fri, 08 Aug 2025 21:56:33 +0000

When I search for uncategorized transactions, it also shows be balance adjustments. Why?

Transaction Search should include original "Appears as..." transaction names

alkaboy — Wed, 13 Aug 2025 12:29:39 +0000

It would be helpful if the Transaction Search box included searching on the field for the original transaction name as it appears on the provider's transaction.

For example, if I click on a transaction that has its Payee named to "ABC Coffee Shop" and it says "Appears on your statement as Amazing Best Coffee Shop on ." It would be great if searching for "Amazing" included that transaction.

When typing into the transactions search field, field blurs (unfocuses) as soon as results are found

jfrizz — Fri, 14 Mar 2025 05:30:03 +0000

When typing into the transactions search field, the field blurs (unfocuses) as soon as results are found. This usually means that after typing a few characters, I have to click back on the search box to continue typing and continue clicking on it after every character I type.

Is there the ability to search by transaction name only?

RobWilk — Tue, 11 Mar 2025 16:33:26 +0000

If I wanted to search the Category or account name, I could use filters. There doesn't appear, on iPad at least, a way to just search or filter by transaction name only, can someone confirm whether this is true? If so, i’d like to turn this into an idea post to add that. This is particularly a problem if you have an Amazon or Prime credit card and want to search by Amazon or Prime in transaction name field.