Search for a transaction
You can use the transaction search to find individual or multiple transactions, based on a variety of factors.
When on the Feed tap See all next to Transactions to view all your transactions. This will bring up the Transaction search at the top of your screen.
When you tap in the search bar, and number of icons will appear above your keyboard. These will allow you to filter your transactions - you can combine the filters to find just what you're looking for!
Use the Burger icon to filter by category. This includes the default categories and any custom categories that you may have set up.
Use the Shopping Cart to filter by merchant.
Use the Tag to filter by the tags you've added to transactions. You can select multiple tags at once.
Use the Less Than icon to only show transaction less than the value that you enter.
Use the More Than icon to only show transaction more than the value that you enter.
Use the Calendar to show transactions from within a certain period. You may need to get in touch with us if you can't see some of your historical transaction data.
Use the Paperclip to show only transactions that have a receipt attached. You can follow the instructions here if you need to add or remove receipts.
Use the Bank icon to select which bank accounts you're searching in. You can also choose your Offline Accounts here to find your manually added transactions.
When on the Feed tap See all next to Transactions to view all your transactions. This will bring up the Transaction search at the top of your screen.
When you tap in the search bar, and number of icons will appear above your keyboard. These will allow you to filter your transactions - you can combine the filters to find just what you're looking for!
Use the Burger icon to filter by category. This includes the default categories and any custom categories that you may have set up.Use the Shopping Cart to filter by merchant.Use the Tag to filter by the tags you've added to transactions. You can select multiple tags at once.Use the Less Than icon to only show transaction less than the value that you enter.Use the More Than icon to only show transaction more than the value that you enter.Use the Calendar to show transactions from within a certain period. You may need to get in touch with us if you can't see some of your historical transaction data.Use the Paperclip to show only transactions that have a receipt attached. You can follow the instructions here if you need to add or remove receipts. Use the Bank icon to select which bank accounts you're searching in. You can also choose your Offline Accounts here to find your manually added transactions.Updated on: 28/02/2025
Thank you!