Search and filter transactions
Type in Search transactions... to match a name, category, label or amount. On a computer, Filter adds category, account, owner, date, label and amount filters.
Search
The search box above the list matches as you type. It ignores capital letters and looks in:
- the transaction name
- the category name
- every label on the transaction
- the amount, either as a number (12.5) or as shown ($12.50)
Search does not look at account names or the bank's original description. If you are renaming a transaction while searching, it stays on screen until you finish, even if the new name no longer matches.
Filters (computer only)
- Click Filter above the list.
- Set any of the fields below. The list updates right away.
- Click Clear Filters to reset everything and close the panel.
| Filter | How it matches |
|---|---|
| Category: (Select Categories) | Pick one or more categories from a searchable list grouped by category group. A transaction matches if it is in any of them. All Categories resets it. |
| Name | The name contains what you type, ignoring capital letters. |
| Account: | One linked account, or Unknown Account for transactions with no account (ones you added by hand or imported). |
| Manually Created | Only transactions you added with Add Transaction. |
| Account Owner: | Shown when your profile includes a spouse. You, your spouse or joint. |
| From Date: / To Date: | Inclusive on both ends. |
| Label: (Select Labels) | A transaction matches if it has any of the labels you pick. |
| Min Amount / Max Amount | Compared with the amount without its sign, so a $50 refund and a $50 purchase both fall inside 40 to 60. |
All the filters you set must match together. Search works on top of the filters.
On a phone
Phones have the search box and the 7-day strip (tap a day to show only that day). The filter panel is not available on a phone, so use search, or open FIYR on a computer for date, account and label filters.
Search across FIYR
To jump to a category or a label page, use the sidebar Search (⌘K or Ctrl+K). See Find your way around.
Common questions
Can I search by account?
Not from the search box. On a computer, use Filter and pick the account under Account:.
Do label filters need every label?
No. Picking several labels shows transactions that have any one of them.
Why does a $50 refund show up in my amount filter?
Min Amount and Max Amount compare the amount without its sign, so money in and money out are treated the same.
Can I filter on my phone?
Phones have search and the 7-day strip. The full filter panel is on the computer version.
Still stuck?
Email us. A real person who builds FIYR reads every message.