Searching Transactions

Overview

The Search transactions bar helps you quickly find exactly what you’re looking for—whether you’re doing a quick lookup or building a more detailed search.

You can:

• Type a simple keyword to find a transaction fast

• Add filters like amount, date, or category

• Combine multiple criteria for more precise results

Start simple, then add more detail as needed—Search is designed to work for both everyday use and more advanced filtering.

Where to Find Search

Select Transactions from the left navigation to view all transactions across accounts, or open any individual account.

The Search transactions field appears at the top of the transaction list.

Start Simple (Recommended)

You don’t need to learn advanced search to get value right away.

Start with:

• Typing a name (like Amazon or groceries)

• Adding one filter (like amount>100)

• Combining two filters

Most people find what they need with just these basics.

Quick Examples

Try these to get started:

• Find a recent purchase
  amazon

• Find large expenses
  expense>100

• See what you spent last month
  date=last-month

• Find transactions you haven’t reviewed
  not:reviewed

When to Use Search

Search is best when you’re trying to locate something specific or answer a focused question.

For example:

• What did I spend at Amazon this year?

• Show me expenses over $500 that are still pending

• Find that transaction for about $100 last June

• Which transactions haven’t I reviewed yet?

For many tasks, searching is faster than running a report.

Basic Search

Start with Keywords

Type any word to search across visible columns:

groceries

Use Quotes for Exact Phrases

"Costco Gas"

Combine Terms

Multiple terms are combined automatically:

groceries walmart

Search by Field

Use field filters to narrow your results.

Payee

payee:walmart

Category

category:food

Exact match

payee="Costco Gas"

Use:

• : for contains

• = for exact matches

Search by Amount

Over $100

amount>100

Between $50 and $200

amount:50..200

Around $100

amount=100ish

By default, amount searches match both income and expenses.

To narrow further:

expense>100
income>500

Search by Date

date>=2024-01-01
date:2024-01-01..2024-03-31
date=last-month
date>-30d

You can use:

• Exact dates

• Date ranges

• Relative dates like today, last month, or this year

Search by Status

is:pending
not:reviewed
is:pending,cleared

Use commas to match multiple values.

Combine Searches

You can combine filters to get more precise results:

payee:walmart amount>100
category:food date>=2024-01-01
date>=this-year not:reviewed

Example: Simple → More Precise

Find Amazon purchases

Simple:

amazon

More precise:

payee:amazon date=this-year amount>50

Advanced Search Options

If you want more control, you can use additional search features.

Match Specific Transaction Types

amount=-50   (exact expense)
amount=+50   (exact income)

Search Across Ranges

amount:-50..+100

Approximate Matches

amount~100
date~2024-06-15

Use this when you don’t remember the exact value.

Use OR Conditions

payee:walmart,target,costco
category=Food,Entertainment

How Search Works (Advanced)

If you want more control—or want to better understand your results—these details can help.

Why some amount searches show both income and expenses

When you search:

amount=50

Quicken finds both:

• a $50 expense

• a $50 deposit

This is because amount searches use the absolute value by default.

To narrow it down:

amount=-50   (expenses only)
amount=+50   (income only)

Search across income and expenses in one range

You can search across both money in and money out using a signed range:

amount:-50..+100

This finds any transaction between -$50 and +$100, including both expenses and income.

Use this when you want to see activity within a range, regardless of direction.

Use relative dates to stay current

Instead of entering exact dates, you can use relative terms:

date=last-month
date=this-year
date=-30d

These update automatically, so your search always reflects the current timeframe.

Find values when you don’t remember the exact amount or date

Use approximate (fuzzy) matching:

amount~100
date~2024-06-15

This helps you find transactions that are close to what you remember.

Combine filters to answer specific questions

You can mix multiple filters to create more precise searches:

expense>500 date=last-month not:reviewed

Example: Find unreviewed expenses over $500 from last month.

Investment Searches

For investment accounts, you can search additional fields:

action:buy
qty>100
price>50
fee>5

Tips

• Search is not case-sensitive

• Use quotes for multi-word names

• Combine filters to refine results

• Relative dates update automatically (for example, “last month”)

• Start simple, then add more detail as needed

Common Searches (Copy and Try)

Power Example

Find unreviewed expenses over $500 from last quarter

expense>500 date:last-quarter not:reviewed

Related Topics:

• Working With Transactions

• Keyboard Navigation in the Transactions View

• Search Syntax Quick Reference