Search & Filter Transactions

Search & Filter Transactions

Find a transaction quickly using the search box and filters above the transaction table, instead of scrolling through your full history.

Steps

1. Type into the Search box to match payee, memo, account name, or envelope name.
2. Use the Account, Envelope, Date Range, and Type filters above the table to narrow the list further.
3. Open the Date Range filter to pick a start and end date from the calendar, then select Apply.
4. Select Reset on any filter to clear it.

Notes

• Account and Envelope filters currently work most reliably when exactly one option is selected at a time; selecting several at once may not narrow the list as expected.
• Filtering doesn’t change your data; it only changes what’s shown, so it’s always safe to experiment with filters.

Tips

• Combine a Date Range with a Type filter (for example, Expense over last month) to quickly review a specific period of spending.
• Searching by memo is often faster than filtering by envelope if you remember what a transaction was for but not which category you filed it under.

Common Mistakes

• Selecting multiple accounts or envelopes and expecting all of them to apply. For now, filter by one account or envelope at a time for reliable results.
• Forgetting an active filter is still applied. If the list looks shorter than expected, check the filter bar for anything still selected and Reset it.

Next Steps

Once you’ve found what you’re looking for, see Edit a Transaction or Transaction Status & Reconciliation for what to do next.