Searching & Filtering

Both live in the header of a transaction list. A budget’s transactions, the All Activity view, and the breakdown list you reach by tapping a chart segment all work the same way.

1. Tap the magnifying glass to slide open the search box, then start typing. Results narrow as you type.
2. Tap the funnel to reveal the filter bar. The funnel fills in while the bar is open, which is the only thing it tells you - it carries no count of its own.
3. Open a filter and tick the values you want. Ticked values jump to the top of the list above a divider, so what you have chosen is always the first thing in the menu.
4. To drop a filter, reopen it and untick everything. Tapping the magnifying glass again closes search and clears what you typed.

Typing in the search box matches on more than the transaction name. It searches across:

• The name or merchant.
• The category.
• Your notes.
• The budget it is assigned to.
• The account name.
• The institution the account belongs to.

That breadth is why searching a bank name pulls up everything from that institution, and why a note you left on a transaction months ago is still a way to find it.

Each filter is a dropdown labelled with what it narrows by, not with what you have picked. That keeps the bar the same width whatever you choose, which is why the count beside a label is what tells you a filter is doing something.

A filter with nothing to offer is left out rather than shown empty, which is why a single budget’s transaction list has no Budget dropdown. That list already belongs to one budget, so the control would offer a single choice that changes nothing.

Date offers Any date, Last 7 days, Last 30 days, Last 90 days, This month, Last month, This year and Custom..., which opens From and To date fields. Amount takes a Minimum, a Maximum or both, and it matches on size rather than sign, so a $40 bound finds a $40 refund as well as a $40 charge.

The Account filter lists one entry per synced account, one per manual account an import was assigned to, and then the buckets that catch everything belonging to no account at all. Real accounts sort above the buckets.

Account numbers are deliberately kept off the labels. If you have one account called Line of Credit you see the name with your bank beside it in grey; if you have two with the same name, and only then, the last digits are added so you can tell them apart.

The buckets name what a transaction is rather than where it came from: Manual Transaction, Bill, Income Source, One-Time Income and CSV Import. An imported transaction that was assigned to one of your accounts is filed under that account’s name instead, so CSV Import only ever holds imports you left unassigned.

Apply several at once to narrow hard. You can search for “coffee” within the Dining Out budget, on one synced account, over last month, all at the same time.

Every filter carries its own count beside its label, so a bar reading Category 2 and Account 1 tells you exactly which three choices are shaping the list without opening anything. If a list has gone short or empty, read the counts along the bar first.

An account’s list and the breakdown behind a chart show the last 12 months. That is why an empty result there says No matches in the last 12 months rather than claiming nothing exists. A budget’s own list keeps loading older transactions as you scroll.

All Activity goes back to your very first transaction. Keep scrolling past the last year and older transactions load a few months at a time; the list ends with No older transactions once it reaches the start of your history. A search or filter in All Activity reaches back the same way, so a search for something from 2023 finds it - it may just take a moment longer while older months load. Older transactions can be opened, edited and bulk-edited like any other.

All Activity shows every transaction across all budgets and accounts in one scrollable list, with the same search box and the same six filters on top. Open it from View Activity on the Recent Activity widget of your Home dashboard.

It is the right place to start when you do not know which budget a purchase landed in, and it is the only list that reaches past the last 12 months. Searching one list beats opening budgets one at a time.

The filter bar wraps rather than scrolls. Each control is only as wide as its own label, so on a narrow screen the row fits what it can and drops the rest onto a second line. Nothing is hidden off the edge and there is no row to swipe.