How do I find a transaction?
Combine search, filters and sorting to narrow down a long transaction list.
Guide based on the current Rank beta
You can filter by account, category, date, goal, merchant, text or notes, tags, type and recurring status.
How to do it
- 1Open Transactions.
- 2Use search if you remember part of the name or a note.
- 3Open Filter and choose one or more criteria.
- 4Use Sort to change the list order.
- 5Select Clear filters to see all transactions again.
Keep in mind
- Active filters appear as tags you can remove one at a time.
- If there are no results, widen the period or remove the most specific filter.
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