Search by keywords
You can search your transactions by entering keywords to the search bar.
The search function will look for the keywords across all transactions' name, description, merchant and will return a result if they are matched.
Filter by different criteria
You can filter transactions by adding different criteria such as:
- Accounts
- Amount range
- Date range
- Categories
- Merchants
- Tags
Keep in mind that all criteria are applied equally. The more filters you add, the narrower your search results will be.
Combine search and filter
You can also combine these two function to get the result you want, simply add the search keywords to your filter criteria.
Note:
Unlike the Search & Filter function in the Transactions list, the search feature in other areas of the app is a local search — it only looks within that specific section.