Search and filter transactions

Find a transaction by name, or narrow the list down to exactly what you want to see.

8 steps

  1. Step 1: Open Transactions

    Tap the Transactions tab.

    Step 1: Open Transactions

  2. Step 2: Search

    Tap the search field and type a merchant, category or note. Matching transactions show as you type.

    Step 2: Search

  3. Step 3: Open the filters

    For more control, tap the filter button next to the search field.

    Step 3: Open the filters

  4. Step 4: Choose what to filter

    Tap Category. You can also filter by account, merchant, tags, status or amount.

    Step 4: Choose what to filter

  5. Step 5: Open a group

    Tap the group that holds the categories you want.

    Step 5: Open a group

  6. Step 6: Select and confirm

    Tick the categories to include, then tap Done.

    Step 6: Select and confirm

  7. Step 7: Show the results

    Tap the button at the bottom, which shows how many transactions match.

    Step 7: Show the results

  8. Step 8: Your filtered list

    Only matching transactions are shown. Tap the ✕ on a filter chip to remove it, or Clear all to see everything again.

    Step 8: Your filtered list

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