Transactions
How can I search for transactions using specific criteria (like "search for transfers", "search for expenses in between July 15 - 20", etc.)?
To access advanced search functionalities, please follow these steps:
  • Find the search box just above the list of transactions. Note that this is different from the "Search" action you see at the top of the page.
  • Click on the arrow next to the search box. This will open up the advanced search menu.
  • Select the desired search criteria, and the results will show underneath as you update your selections.
NOTE: This functionality is currently only available on our desktop website, and not on our mobile interfaces.
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