Searching & Filtering

Type in the search bar to find transactions. Search matches on more than the name - it looks across the name or merchant, category, notes, budget, account, and institution. Results update as you type, making it quick to locate a specific purchase.

Narrow your results to a specific budget category. This is useful when you want to see all transactions that count towards a particular budget, such as Groceries or Entertainment.

Filter transactions by where they came from. A transaction you enter yourself shows as Manual Transaction, a recurring charge shows as Bill, and an imported row shows as CSV Import. Synced transactions are labelled by their account rather than a generic tag, so a Plaid row appears as the account name and mask, such as Chequing ••••1234. Other sources you may see include Income Source and One-Time Income.

Filter by spending category such as Food and Drink, Shopping, Transportation, or Travel. This uses the transaction’s descriptive category, which is separate from its budget assignment.

Apply multiple filters at once to refine your search. For example, you can search for “coffee” within the Dining Out budget from a single synced account. The active filter count is shown on the filter badge so you can see how many filters are applied.

The All Activity view is a modal that shows every transaction across all budgets and accounts in one scrollable list. Open it to get a complete picture of your spending without switching between individual budgets.