Search Syntax Quick Reference

Overview

Use this reference when you want to build or customize a more precise transaction search. Search syntax lets you target specific transaction fields, find exact values, exclude results, compare amounts or dates, and combine multiple criteria.

You can enter syntax directly in the Search transactions field. You can also select the Shortcuts lightning bolt to choose common search criteria and have the corresponding syntax added automatically.

Shortcuts cover many frequently used searches, while this reference provides the broader list of available fields, operators, statuses, and date values.

For an introduction to searching and step-by-step examples, see Searching Transactions.

Combine Search Criteria

Add a space between criteria to apply them together.

For example:

date=this-month amount>500

This finds transactions from the current calendar month with amounts greater than $500.

You can enter criteria manually, select criteria from Shortcuts, or combine both methods.

Quick Reference

Syntax	Description	Example
`text`	Text search	`groceries`
`"text"`	Phrase search	`"Walmart Store"`
`field:value`	Contains	`payee:walmart`
`field=value`	Exact match	`category=Food`
`field!=value`	Not equals / exclude	`category!=Food`
`field>value`	Greater than	`amount>100`
`field<value`	Less than	`amount<50`
`field>=value`	Greater or equal	`date>=2024-01-01`
`field<=value`	Less or equal	`amount<=200`
`field:min..max`	Absolute range	`amount:50..200`
`field:-n..+n`	Signed cross-zero range	`amount:-50..+100`
`field=50`	Absolute equals (±)	`amount=50`
`field=-50`	Exact negative	`amount=-50`
`field=+50`	Exact positive	`amount=+50`
`is:keyword`	Status / presence filter	`is:pending`
`not:keyword`	Negated status / presence filter	`not:reviewed`
`is:tags`	Has at least one tag	`is:tags`
`not:tags`	No tags assigned	`not:tags`
`is:notes`	Has a note/memo	`is:notes`
`is:check`	Has a check number	`is:check`
`is:flag`	Has a flag set	`is:flag`
`not:flag`	Not flagged	`not:flag`
`is:uncategorized`	No category assigned	`is:uncategorized`
`is:client`	Has a client assigned	`is:client`
`is:project`	Has a project assigned	`is:project`
`is:personal`	Personal transactions	`is:personal`
`is:business`	Business transactions	`is:business`
`usage=name`	Business exact name match	`usage=Acme Corp`
`usage:name`	Business name contains	`usage:acme`
`field:a,b,c`	OR values	`payee:walmart,target`
`field!=a,b,c`	NOT IN (exclude all)	`category!=Food,Travel`
`field~value`	Fuzzy match	`amount~100`
`field=valueish`	Fuzzy match	`amount=100ish`
`expense>value`	Expense filter	`expense>100`
`income>value`	Income filter	`income>500`
`-field>value`	Expense filter	`-amount>100`
`+field>value`	Income filter	`+amount>100`
`date=today`	Today's transactions	`date=today`
`date=yesterday`	Yesterday's transactions	`date=yesterday`
`date=this month`	This calendar month (also `this-month`, `"this month"`)	`date=this month`
`date=last month`	Last calendar month (also `last-month`, `"last month"`)	`date=last month`
`date=this quarter`	This calendar quarter	`date=this quarter`
`date=last quarter`	Last calendar quarter	`date=last quarter`
`date=this year`	This calendar year	`date=this year`
`date=last year`	Last calendar year	`date=last year`
`date=qN`	Quarter N (1–4) of the current year	`date=q1`
`date=YYYY-qN`	Quarter N of a specific year	`date=2026-q1`
`date=ytd`	Year-to-date (Jan 1 → today)	`date=ytd`
`date=-Nd`	Last N days (rolling window through today)	`date=-30d`
`date=-Nm`	Last N months (rolling window through today)	`date=-3m`
`date>-Nd`	After the day N days ago (single point)	`date>-30d`
`date:min..max`	Date range (literal, relative, partial, quarter, or keyword bounds; order-independent)	`date:-3m..-2m`
`date=YYYY-MM`	Entire calendar month	`date=2026-04`
`date=YYYY`	Entire calendar year	`date=2026`
`>=today`	Auto-detected relative date	`>=today`
`>-30d`	Auto-detected offset	`>-30d`