Searching & Filtering
Narrowing a transaction list down to the one you are actually looking for.
Updated
Opening Search and Filters
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.
- Tap the magnifying glass to slide open the search box, then start typing. Results narrow as you type.
- Tap the funnel to reveal the filter rows: Budget, Source and Category. A row with nothing to choose from is hidden, which is why a single budget’s list has no Budget row.
- Tap a chip in any row to switch that filter on, and tap it again to switch it off. You can pick more than one chip per row.
- Use the Clear link beside a row’s heading to drop that row’s filters, or tap the magnifying glass again to close search, which clears what you typed.
The Reports transaction list is the exception
It has room for a wider bar, so its search box is always open and its filters are drop-down lists labelled All Categories, All Budgets and All Sources - no magnifying glass or funnel to tap first. It also adds a sort control the other lists do not have.
What Search Looks At
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 and the institution.
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.
The Three Filter Rows
| Row | Narrows by | Useful when |
|---|---|---|
| Budget | Which budget the transaction counts toward | You want everything that hit Groceries, wherever it was bought |
| Source | Where the transaction came from | You are separating imported rows from synced ones |
| Category | The descriptive category, not the budget | You want all Food and Drink regardless of budget |
Source is worth knowing in detail. A transaction you enter yourself shows as Manual Transaction, a recurring charge as Bill, and an imported row as CSV Import. Synced transactions are labelled by their account rather than a generic tag, so a bank row appears as the account name and mask, such as Chequing ••••1234. You may also see Income Source and One-Time Income.
Combining Filters
Apply several at once to narrow hard. You can search for “coffee” within the Dining Out budget from a single synced account, all at the same time.
The funnel icon carries a badge showing how many filters are applied, so a list that has gone short or empty is explained without reopening the rows to count them. If a list looks wrong, check the badge first.
The All Activity View
All Activity shows every transaction across all budgets and accounts in one scrollable list, with the same search box and filter rows 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. Searching one list beats opening budgets one at a time.
Filter First, Then Act
Tip
Select All in a bulk edit acts on the filtered, visible set. So narrowing the list first and then selecting all is how you recategorise one merchant, or one date range, without touching anything else. See Bulk Editing.
On every device the filter rows scroll sideways within their own row, so a long list of budgets or accounts never pushes your transactions off the screen. Swipe the row to reach the rest.