General Guides


Task Guides

Searching for transactions

Transactions can be searched on the account page, spending page or from the "Categories" or "Patterns" tabs of the "Settings" window by clicking the "Search" button. This displays the "Search Transactions" window. Transactions can be searched, edited, filtered or exported to a CSV file. The list of transactions shown depends on where the search was initiated and what was selected when the "Search" button was clicked.


The transactions displayed can be searched by description, date or amount by entering the search term in the field at the top of the "Transaction Search" window and clicking the "Search" button. The transaction count and total amount will update. Below are some examples.



Click the "Filters" button to brings up the "Transaction Filter" window. Here the transaction list can be filtered by date, amount description, transaction type, category or account.