Searching Transactions

Overview

Overview

As your transaction history grows, finding a specific transaction by scrolling can become difficult. The Search transactions field helps you quickly locate what you need, whether you’re looking for one purchase, every transaction from a particular payee, or transactions that meet several criteria.

You can enter a word or search criterion directly, or select the Shortcuts lightning bolt in the Search field to choose from common search options. Selecting a shortcut automatically adds the corresponding search syntax for you.

Most searches begin with a simple word, name, or shortcut. If that returns too many results, add criteria such as an amount, date, category, or status to narrow the results.

With Search, you can:

• Enter a keyword to find a transaction quickly.

• Use Shortcuts to add common search criteria without entering the syntax yourself.

• Search by payee, category, amount, date, or status.

• Combine multiple criteria for more precise results.

• Search across all transactions or within an individual account.

You don’t need to memorize search syntax. Start with what you know, use a shortcut when one is available, and add more detail as needed.

A Quick Note About Searching vs. Filtering

Search and Filters both narrow the transactions displayed in your transaction list, but they serve different purposes.

Use Search when you want to...

• Find specific transactions.

• Search by payee, amount, date, category, or other criteria.

• Answer a specific question about your finances.

Use Filters when you want to...

• Temporarily change which transactions are displayed.

• View transactions with a particular flag, review status, or other common attribute.

You can also use Search and Filters together. For example, you could search for Amazon transactions and then apply a filter to show only transactions with a red flag.

For more information about applying Filters, see Filtering Transactions.

When to Use Search

Search is useful when you’re trying to answer a specific question about your transactions.

For example:

• Did I already pay this bill?

• How much have I spent at Costco this year?

• Which expenses over $500 haven’t been reviewed?

• What did I spend at restaurants last month?

• When did I receive a payment from my employer?

For broader analysis, such as comparing spending categories or identifying trends over time, a report may be a better choice.

Where to Find Search

Select Transactions from the left navigation to search across all your transactions, or open an individual account to search only the transactions in that account.

The Search transactions field appears above the transaction list.

Select the Shortcuts lightning bolt in the Search field to open a panel of common search criteria. You can choose options for payees, dates, amounts, categories, and other transaction details.

Use Search Shortcuts

Shortcuts help you build common searches without remembering the exact search syntax.

1. Select the Shortcuts lightning bolt in the Search field.

2. Find the type of criterion you want to use, such as Payee or description, Date, Amount, or Category.

3. Select a shortcut to add it to the Search field.

4. Replace or adjust the example value when needed.

For example, selecting More than $100 adds:

amount>100

You can then change the amount or add another criterion.

Combine shortcuts and other criteria

Add a space between criteria to apply them together.

For example:

date=this-month amount>500

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

You can select more than one shortcut, or combine a shortcut with text you enter yourself. For example:

walmart date=-30d

This finds Walmart transactions from the last 30 days.

Shortcuts provide a starting point. You can edit any syntax added to the Search field to match what you’re looking for.

Start Simple

Most searches require only a keyword or one search criterion. You can enter the search yourself or use the Shortcuts panel to add common criteria.

Step 1: Start with what you know.

If you’re looking for an Amazon purchase, enter:

amazon

Step 2: Too many results? Add a date.

Enter the date criterion yourself or select a date option from Shortcuts:

amazon date=last-month

Step 3: Still too many? Add an amount.

Enter the amount criterion or select an amount shortcut:

amazon date=last-month expense>100

Add a space between each criterion. Search applies all the criteria together.

Think of Search as building a question one piece at a time. Start with what you know, review the results, and then add details until you find what you need.

Search by Keyword

Enter a word or name to search across the information shown in your transaction list.

Find transactions containing "Amazon"

amazon

Search is not case-sensitive, so amazon and Amazon return the same results.

Search for an exact phrase

"Costco Gas"

Search by Payee or Category

Use a field name when you want to search a specific part of a transaction.

Payees containing Walmart

payee:walmart

Exact payee name

payee="Costco Gas"

Transactions categorized as Food

category:Food

Search by Amount

Search by amount when you remember approximately how much a transaction was or want to find transactions above, below, or within a particular range.

By default, an amount search can match both income and expenses. Use expense or income when you want to search only money going out or money coming in.

Search by Date

You can search using an exact date, a date range, or a relative date.

Relative dates such as last-month, this-year, and today update automatically, making them useful for searches you perform regularly.

Search by Status

Use status criteria to find transactions that require attention or are at a particular stage of processing.

Use commas when you want to match more than one possible value.

Combine Search Criteria

Combining criteria helps you answer more specific questions without scrolling through unrelated transactions. Add a space between criteria to apply them together.

You can enter criteria manually, select them from Shortcuts, or use a combination of both.

How much did I spend at Amazon this year on purchases over $100?

payee:amazon expense>100 date=this-year

Which expenses over $500 from last month still need to be reviewed?

expense>500 date=last-month not:reviewed

Which Food transactions have occurred since January 1?

category:Food date>=2026-01-01

Add one criterion at a time. This makes it easier to see how each criterion changes your results and identify one that may be too restrictive.

More Search Options

These options provide more precision when you know specific details about the transaction.

For example, amount:-50..+100 finds transactions ranging from a $50 expense to $100 of income.

Search Investment Transactions

When viewing an investment account, you can search additional investment fields.

Common Searches

Use these examples as a starting point, then change the payee, amount, date, or other criteria to fit what you're looking for.

Tips

• Start with a keyword, then add criteria only when you need to narrow the results.

• Select the Shortcuts lightning bolt to view and add common search criteria.

• Add a space between criteria to apply them together.

• You can edit the syntax added by a shortcut.

• Search is not case-sensitive.

• Use quotation marks for exact multiword names.

• Add one criterion at a time so you can see how it changes your results.

• Use relative dates such as last-month and this-year for searches that stay current.

• For broader financial analysis and trends, consider using a report instead.

• For a complete list of available fields, operators, and supported values, see Search Syntax Quick Reference .

Related Topics:

• Working With Transactions

• Reviewing Transactions

• Filtering Transactions

• Keyboard Navigation in the Transactions View

• Search Syntax Quick Reference