Using the Search Panel
You can easily search your transactions based on different criteria. If you use the same searches often, you can save them and they will show on the left sidebar of the Transactions page.
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Using the search panel
The transactions Search panel helps you to create a refined search to find particular transactions. You can define the parameters of a search based on:
- Merchant includes
- Merchant doesn't include
- Transaction type (credit, debit or transfer etc)
The search options available give you the ability to
If you want to hide the search panel but keep the search results open on the Transaction page, click the search icon on the top right of the panel and it will hide the panel but keep displaying your current search.
Steps to create a new search
Saving a search
Once you have created a search, you're able to Save it so you can easily access these transactions on the Transactions page or on your Timeline at a later date!
Editing a saved search
Changing the display order of saved searches
Changing the order of your saved searches in the Edit panel, will also change the display order of the saved searches on the Transactions page and Timeline.
Deleting a saved search
Navigate to the saved search you'd like to delete and select the trash can icon
In the window that appears, click OK