Searching and filtering transactions

Searching and filtering transactions

Last verified 2026-05-08 by bootstrap.

Searching and filtering transactions

The Transactions page is the source of truth for everything that has come in or gone out. The search box at the top matches merchant, memo, category, and amount.

Tips

  • Type a number like 49.99 to find transactions of exactly that amount.
  • Type a date like 2026-04-15 to filter to a specific day.
  • Use the filter chips in the toolbar to narrow by account, category, or date range.

Sorting

The sort menu lets you sort by date, amount, or merchant. The High to Low option sorts by absolute value, so the biggest movements (income and spending) come first regardless of sign.

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