For the most accurate info, select your Simple account’s partner bank.
Your partner bank is in your card number.
Check the first two digits: “40” means BBVA Compass, “48” means Bancorp. You can also sign in to Simple and check your “Account Numbers” screen.
You can search your transactions on the web and with our mobile apps.
Search on mobile is pretty straightforward: you can search for transaction names, memos, and categories.
Search on the web is a little different and more complex, and that's what this article will cover. It allows you to find and isolate certain types of transactions and makes Reports extra powerful. You can also use search to select the transactions you'd like to export as CSV or JSON files.
You can choose to search across all the transaction data, or isolate your search to a specific field, such as hashtags. In addition, you can combine searches in any order to zero in on a specific type of transaction.
Our search function will recognize a lot of common phrases and translate them into our search language. This makes it easy to get started. As you become more familiar with the search options, you can create more specific and complicated searches.
Here are a few examples. Searching for food will bring up any transactions that are in the “Food & Drink” category, anything with food in the memo, or purchases from any merchant with the word "food," in the name. Searching for food last week will show you any of these transactions that took place over the week. Spent last month no label is a fun and useful search. It will show all the transactions over the past month that have not been assigned a hashtag.
If you want to get super fancy, and search just for transactions around $10 that took place in Paris that are tagged #decadence, we’ve got you covered. It’s in Paris #decadence around 10.
Let’s dive in
To get started, just click the search bar on the web. This'll bring up a list of helpful searches.
In addition to the helpful searches that pop up, you can also search with these common words and phrases:
- last week
- last year
- last 5 days
- no memo
- in portland
- near portland
- has memo
Zeroing in on a specific field
A general search, like typing just Walnut into the search bar, might bring up all sorts of transactions; the walnut table you picked up at the antique store, the coffee you bought at a café in Walnut Creek on a roadtrip, and your tickets for Walnut Street Theatre. In situations like this, it’s really useful to be able to isolate your search to a specific field in the transaction data. To do this, type in the field you’d like to isolate, followed by a colon and the term you’re searching for. Here are the potential search fields:
- description/payee: Searches for the merchant's name. E.g., payee:"Sock Dreams" is a good way to get reports on how much your hosiery habit really costs.
- memo: Searches the entire memo field.
- geo_data: Searches all the location information that we receive from the merchant terminal when your card is swiped. You can search for a street name, a city, a state, or even a zip code.
- labels: Looks for the hashtags in the transaction memo.
- category: This will select the transactions from that category. For example, category:sports will bring up all transactions in the Sports & Fitness category.
- goal: Any transactions that have been marked as 'spent from' this goal.
- hour: Searches for a specific hour according to a 24 hour clock. For example, "hour:18" will bring up all the purchases you've ever made during the six o'clock hour.
- amount: Searches for a dollar amount. If you search about 10, it will show transactions around $10, but searching for amount:10 will bring up purchases for exactly $10.00.
- date: Searches for a specific date, or a range of days. Try date:1/1/13-1/5/13, or perhaps date:12/24/12.
Searching for multiple words
If you'd like to search for an exact phrase, put a space between the two terms, and use quotes. If you’d like to search for two words but the order isn’t important, just drop the quotes. E.g. "bloody mary” or whiskey soda.
Commas will search for one term or the other. Searching for memo: coffee,tea,maté will bring up transactions where you mention all sorts of stimulants. “Or” searches only work when you’re searching within a specific search field, such as the memo or category.
Here's another example. Searching for payee:Voodoo,Doughnuts will bring up any doughnut shop with the word Doughnuts in the merchant name, as well as your tickets to see Big Bad Voodoo Daddy. If you'd like to make sure that only transactions from Voodoo Doughnut appear, try payee:"Voodoo Doughnuts".
Commas are also the way to go if you'd like to search for multiple merchants at once. If there's more than one word in the merchant name, use quotes to separate them. Try searching payee:"New Seasons Market","Whole Foods".
You can negate pretty much any search simply by slapping a minus sign in front. -category:"Food" will eliminate food purchases from your transaction list. -Chipotle will show you everything you've bought except Chipotle Burritos. It's a great way hide or highlight to the habits/addictions/obsessions that you're less than proud of.
Negative searches are also useful if you're trying to carefully track purchases with memos. Searching no memo will bring up all the transactions that you have not yet added a memo to.
If you'd like to find all our your transactions with attachments, just type in has_attachment:true
Exult in your search fluency and the power that it bears. If you have questions about a specific search function, let us know.
Searching for something?
You can search your transactions on the web or with our mobile app.
Search is pretty straightforward: you can search for transaction names, memos, and categories. When you search, your Reports and Trends will automatically adjust to show the results. You can also search and then export the selected transactions.
Searching by date
It's also possible to isolate transactions from a specific date range. To do that, you'll need a specifically-formatted link. Go ahead and copy the link below, and edit the date in the link to fit the range you're searching for.
For example: this link will bring up any transactions from Jan. 1, 2016 to Dec. 31, 2016. To change the start date for the search to June 15, you'd change the first date in the link to 2016-06-15 while keeping the rest of the link as-is. https://bank.simple.com/?startDate=2016-06-15&endDate=2016-12-31