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Smart search

Available onAndroidiOSWeb

Smart search finds transactions from what you type: a phrase like "last weekend", an amount like "> 100", or a name. No need to scroll through long lists or set filters by hand.

On the Transactions screen, tap the Search icon in the top bar. You can also search from Upcoming transactions and from Bulk update.

What you can type​

Combine any of these in one search:

  • Dates: "today", "yesterday", "this week", "last week", "last weekend", "this month", "last month", "last 30 days", or a month name such as "March".
  • Amounts: "> 100" (more than 100), "<= 50" (50 or less), or an exact amount such as "42.50". Amounts are compared without their sign, so "> 100" finds both a $150 expense and a $150 income.
  • Words: the name of an account, category, payee, tag or color, a word from your notes, a frequency such as "Monthly", or a transaction type.
  • Status: "cleared", "uncleared" (or "pending"), "thumbs up", "thumbs down" (or words like "regret") and "has attachment".

For example, "groceries last week", "this month > 1000" or "netflix" all work.

Smart search looks at transactions up to today. To see what's still to come, open Upcoming transactions.

Suggestions​

Before you type, the search screen offers ready-made searches you can tap: This month, Last month, Purchases I regret, Has attachment, Uncleared, Last 7 days, Yesterday, This week, Last weekend, Last week, Thumbs up this month, Thumbs down this month, Around $, Bigger than, Smaller or equal than and Cleared.

Read the results​

Results are grouped by day. At the top you'll see how many transactions matched and their total, or the money in and out when the results mix income and expenses. If the matching transactions use tags or colors, those appear at the top too, so you can narrow the results with one tap.

Tap a result to open it. To save the results to a file, choose Export data from the menu; see CSV / PDF export.

For precise filters, tap Advanced search among the suggestions, or open it from Insights. The Search icon next to an account's Recent transactions opens Advanced search for that account. You can combine:

  • From date and To date.
  • Accounts and Transaction types.
  • Tags, payees and categories, each set to include or exclude (Include tags / Exclude tags, and so on).

You can show the results as Grouped results, export them with Export data, or change them all at once with Bulk update. Reset clears every filter.

Free and Pro

On the Free plan, search covers your transactions from this month and last month. Pro searches up to two years back and unlocks the date filters, grouped results and bulk updates from Advanced search.