Quick Reference
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Syntax |
Description |
Example |
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Text search |
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Phrase search |
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Contains |
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Exact match |
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Not equals / exclude |
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Greater than |
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Less than |
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Greater or equal |
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Less or equal |
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Absolute range |
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Signed cross-zero range |
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Absolute equals (±) |
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Exact negative |
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Exact positive |
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Status / presence filter |
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Negated status / presence filter |
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Has at least one tag |
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No tags assigned |
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Has a note/memo |
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Has a check number |
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Has a flag set |
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Not flagged |
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No category assigned |
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Has a client assigned |
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Has a project assigned |
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Personal transactions |
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Business transactions |
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Business exact name match |
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Business name contains |
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OR values |
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NOT IN (exclude all) |
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Fuzzy match |
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Fuzzy match |
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Expense filter |
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Income filter |
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Expense filter |
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Income filter |
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Today's transactions |
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Yesterday's transactions |
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This calendar month (also |
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Last calendar month (also |
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This calendar quarter |
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Last calendar quarter |
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This calendar year |
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Last calendar year |
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Quarter N (1–4) of the current year |
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Quarter N of a specific year |
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Year-to-date (Jan 1 → today) |
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Last N days (rolling window through today) |
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Last N months (rolling window through today) |
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After the day N days ago (single point) |
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Date range (literal, relative, partial, quarter, or keyword bounds; order-independent) |
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Entire calendar month |
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Entire calendar year |
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Auto-detected relative date |
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Auto-detected offset |
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