Transactions: Filtering and Searching

Find specific transactions / combinations of transactions and see their value / combined value.

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Click in any of the white boxes below the column headers:

  • clicking in the 'Date' box will trigger a dual-calendar pop where you can select the start and end date for the range you wish to see
  • click in the 'Description' box and then start typing to return transactions with the same description / part of description
  • click in the 'Tag' box and start typing the name / part of the name of a tag / more than one tag to return transactions tagged with those tags
  • click in the 'Amount' box to bring up an 'amount' slider control where you can set the minimum and maximum values for the transactions you want returned. Alternatively, you can type the amounts into the fields given for a finer level of control.

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Filtering happens straightaway e.g. as soon as you start typing in a field.  To clear any filter click on the 'x' in the inside left of the box.

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