Searching & Filtering

Type in the search bar to find transactions by name or merchant. 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 toward a particular budget, such as Groceries or Entertainment.

Filter transactions by where they came from: Manual (entered by you), Bill/Subscription (recurring expenses), Linked Account (synced via Plaid), or CSV Import (uploaded files).

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 Linked Account sources. The active filter count is shown on the filter badge so you can see how many filters are applied.

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