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.

In this article

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: 

  • Accounts
  • Categories
  • Labels
  • Dates
  • Merchant includes
  • Merchant doesn't include
  • Transaction type (credit, debit or transfer etc) 
  • Amount 

The search options available give you the ability to track down  exactly what you are looking for and to also have much greater control over the types  of  filters you can create. 

Tip:

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

1
Head to the Transactions page ( Accounts >  Transactions)
2
Click on the magnifying glass icon on the top-right

3
Enter your search criteria by choosing from the options in the search panel. You can include as many or few options as you'd like

4
Select 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!

1
Run a search based on the steps in the previous section, thenchoose Save from the bottom of the search panel

2
Give your search a name so it's easy to locate at a later date and click  OK
3
You'll find this saved search in the left side panel of the Transactions page and on your Timeline


Editing a saved search

1
Head to the Settings > Category Rules, Saved Searches & Filters

2
Chose Saved Searches from the left panel
3
Navigate to the saved search you'd like to edit and select the pencil icon

4
This will open the Search on the Transactions page. From here you can make changes to the Search. Once you've made the desired edits, click Update

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.

1
Head to the  Settings >  Category Rules , Saved Searches & Filters

2
Chose  Saved Searches from the left panel
3
Hover over the left side of the particular saved search you'd like to reorder, and when the move cursor appears, you can then click and hold to drag and drop the item


Deleting a saved search

1
Head to the  Settings >  Category Rules , Saved Searches & Filters

2
Chose  Saved Searches from the left panel
3

Navigate to the saved search you'd like to delete and select the trash can icon

4

In the window that appears, click OK

Still need help? Contact Us Contact Us