Search and filters

The transactions screen shows everything, newest first, grouped by day. Older ones load as you scroll.

The transactions screen, grouped by day with the search box on top.

Searching

Type in the search box at the top. It looks through merchant names, descriptions and notes.

Filters

Tap the filter button to open the options:

Filter	Choices
Period	Ready-made ranges, or Custom with a from and to date
Type	All · Income · Expenses · Transfers
Category	One or several
Account	One or several
Tags	The tags you’ve added yourself

Active filters appear as a row at the top, and you can drop any of them with a tap. Clear All brings the whole list back.

Totals

With any filter on, you get the total in and out for what’s in front of you — so you can see what a category cost you over a period without opening Insights.

On the free plan

Transactions older than the free history window appear blurred in the list, and still count in your filters.

Tips

• A custom date range beats the ready-made ones when you’re reviewing a particular month.
• Tap any merchant to see everything you’ve spent with them in one place.

Common problems

No results — there’s a filter on that you’ve forgotten. Check the row at the top and tap Clear All.

I can’t find an old transaction — widen the period. If it’s older than the free history window, it’ll be blurred.