Filtering and Searching Transactions

Find specific transactions

Search

Use the search bar at the top of the Transactions screen to find transactions by name, merchant, or description.

Filters

Tap the filter icon to narrow your results. Available filters include:

• Account — View transactions from a specific account or all accounts.
• Category — Filter by spending category (e.g., Groceries, Entertainment, Transportation). You can select multiple categories.
• Transaction Type — Show only Credits (income) or Debits (expenses).
• Date Range — Set a start and end date to view transactions within a specific period.

Sorting

You can sort transactions by:

• Date (newest first or oldest first)
• Amount (highest first or lowest first)

Active filters appear as tags at the top of the transaction list. Tap a tag to remove that filter.