Transactions — Search, Filter & Manage

Overview

The Transactions page is the central hub for viewing and managing all your financial data. Every transaction from CSV imports and Bank Sync appears here, with powerful search, filtering, and bulk operations.

Summary Cards

Six cards across the top show real-time stats for the current filter:

• Total — sum of all visible amounts (labeled “Cash flow”, “Expense”, “Income”, or “Transfer” depending on the active flow type filter)
• Transactions — count of visible transactions
• Categories — unique category count
• Subcategories — unique subcategory count
• Merchants — unique merchant count
• Uncategorized — count shown in warning color if greater than zero

Toolbar

Search

Type in the search box to filter by description, memo, or notes. Results update in real time with a short debounce.

Period Filter

Click the period dropdown to choose a time range: All Time, Today, Yesterday, This Week, Last Week, This Month, Last Month, This Year, Last Year, or Custom (date picker).

Flow Type Pills

Three toggle pills filter by transaction type:

• Expense — normal spending
• Income — money coming in
• Transfer — internal movements between accounts

All three are active by default. Click one to toggle it on or off. When all three are selected, no flow filter is applied.

Filters Drawer

Click Filters to open the filter drawer with multi-select dropdowns for:

• Account — filter to specific accounts
• Category — filter by category (clears subcategory selection)
• Subcategory — scoped to selected categories
• Merchant — filter by merchant
• Tag — filter by tag

Active filters show as removable chips. A badge on the Filters button shows how many entity filters are active.

View Menu

Click View for additional toggles:

• Review — show only uncategorized transactions
• Hidden — show only excluded transactions
• Edited — show only manually overridden transactions
• Copies — open the duplicate detection modal

Clear

When any filters are active, a Clear button appears to reset all filters at once.

Transaction Table

Columns

Column	Description	Sortable
Checkbox	Select for bulk actions	No
Date	Post date (default sort, newest first)	Yes
Description	Original bank description	Yes
Amount	Negative = money out, positive = money in	Yes
Merchant	Matched or manually assigned merchant	Yes
Category	Assigned category	Yes
Subcategory	Assigned subcategory	Yes
Account	Source account	Yes

Click any column header to sort. Amount is color-coded: default for expenses, green for income, blue for transfers.

Pagination shows 50 transactions per page.

Detail Panel

Click any row to open the detail panel on the right side.

Summary Section

Read-only fields at the top: description, date, amount, account, memo (if present), and rule pattern (if matched by a rule).

Classification Fields

Editable fields that save when you click Save or press Cmd/Ctrl+S:

• Merchant — autocomplete search of existing merchants; selecting one can auto-populate category and subcategory from its defaults
• Category — searchable dropdown
• Subcategory — scoped to the selected category
• Notes — free-text field for personal annotations

Action Toolbar

Five context-sensitive buttons below classification:

• Rule (magic wand) — create a rule from this transaction’s description
• Tags (tag icon) — assign or remove tags
• Split (scissors) — split into multiple categories
• Attach (paperclip) — attach receipt images or documents (Pro)
• Check (book) — link to a check register entry

Each button shows a badge with the count of associated items.

Keyboard Shortcuts

• Cmd/Ctrl+S — save changes
• Escape — close panel (prompts to save if changes are unsaved)

Splitting Transactions

Click the Split button in the detail panel to divide a transaction across multiple categories.

1. The editor shows the original amount and a remaining balance
2. Each split line has: amount, merchant, category, subcategory, and optional notes
3. Click Rest on any amount field to auto-fill the remaining balance
4. Click + Add line for additional splits
5. Click Confirm Split when all amounts balance to the original

Split children appear indented below the parent in the table. To undo a split, click the parent transaction and choose Unsplit Transaction.

Duplicate Detection

Click View > Copies to scan for potential duplicate transactions. The modal shows pairs side by side:

• Cross-source duplicates — same transaction from CSV and Bank Sync
• Cross-account duplicates — transfers appearing in both accounts

For each side, you can Exclude (keep but hide from totals) or Delete.

Bulk Actions

Select transactions using the checkboxes, then use the bulk action bar:

• Clear — deselect all
• Delete — permanently delete selected transactions (with confirmation)

Export

Click Export in the toolbar to open the export modal. Choose what to export:

• Transactions — export as CSV or Excel (.xlsx). Check “Current view” to export only filtered transactions, or uncheck it to export all data.
• Receipts — export all receipt attachments for the visible or selected transactions as a ZIP file. Requires Pro.

Drill-Down Navigation

Other pages (Dashboard, Budget, Analysis) link to Transactions with pre-applied filters via URL parameters. When you arrive from a drill-down link, a “(filtered — show all)” indicator appears. Click “show all” to clear the drill-down filters.

Related Guides

• Dashboard — drill down from charts to transactions
• Categories — manage the category hierarchy
• Rules Engine — auto-categorize transactions
• Tags — organize transactions with custom labels