Smart search
This feature allows you to search transactions using natural language, making it easier than ever to find exactly what you're looking for. You can use phrases or filters like "last weekend", "> 100", or "this month > 1000" for quick, intuitive results.
Key Highlights of Smart Search:
Natural Language Processing:
The Smart Search feature understands everyday phrases like "last weekend", "groceries this month", or "> 100". You don’t need to input specific dates or drill through multiple menus to find what you need.
It's as simple as typing the words you’d use in conversation, and the app will instantly retrieve relevant transactions.
Comparative Filters for Precision:
Want to find high-value expenses? Just use queries like "> 500" or "this month > 1000" to see transactions above a specific amount.
You can also combine filters. For example, search for "groceries last week" or "transportation > 50" to pinpoint specific spending patterns by date or category.
Preselected Smart Searches on the Home Screen:
The app offers convenient preselected Smart Searches right from the home screen for quick access to common queries. Examples include:
"Last 7 Days": See all transactions from the past week with one tap.
"Purchases I Regret": Instantly review expenses you’ve marked with a thumbs-down sentiment, helping you keep track of purchases you wish you hadn’t made.
"Has Attachment": View all transactions with attached receipts or notes, making it easy to find records for specific purchases.
Instant Results with Minimal Effort:
Instead of scrolling through long lists of transactions, you can locate exactly what you need in seconds with Smart Search. Whether you're looking for "last weekend" spending or all purchases over $200, you get instant results with just a few taps.
Perfect for reviewing trends, organizing your data, or analyzing spending for specific periods.
Practical Examples:
The amount search is absolute, meaning "> 100" will return both positive and negative values (e.g., +$100 and -$100) for simplicity.
"Last weekend": With just one phrase, instantly pull up all the transactions from last weekend, saving you from manual date selection.
"> 100": Need to track large expenses? Use this query to filter out all purchases over $100 in an instant.
"This month > 1000": Want to review high-ticket spending for the current month? This search will display all transactions above $1000 from the month at a glance.
When you search for transactions, the app will automatically display the tags and colors used in those transactions at the top for easy filtering and quick access!
Smart Search takes the app to the next level by making your transaction data more accessible, easy to navigate, and customizable to your needs. It puts you in control with minimal effort, letting you search in the way that feels most natural, all while delivering powerful results.
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