Finding specific transactions can be like finding a needle in a haystack. Because of this, we created a couple of different searching options to cover various scenarios.

The majority of search occurs via our smart search feature, but for those that want to dig a little deeper into the nitty gritty we provide an advanced search option that provides the full array of searching options.

Smart Search

Combining a simple text box and some specific operators we are able to provide our users a quick search that can cover over 80% of their searching scenarios.

Here are some examples:

   Find all the recent coffee's where I spent more than $5    
: coffee > 5 recently      

   Find all coles transactions this year
Search: coles this year 

   Find all transactions where I spent more than $100
Search: - > 100 

   Find all transactions related to "car repayments"
Search: car repayments 

Date Operators

  • today Find transactions that happened today
  • yesterday Find transactions that happened yesterday
  • recent recently lately Find transactions that happened in the last 10 days
  • last week last month last year Find transactions that happened last x
  • this week this month this year Find transactions that happened this x

Amount Type Operators

  • - Find only expense transactions
  • + Find only income transactions

Amount Operators

  • > Find transactions where the amount is greater than x
  • < Find transactions where the amount is less than x
  • = Find transactions where the amount is equal to x

Please Note:
To stop smart search from being too smart, you can enclose your search text in double quotes "search text goes here" and we will revert to a simple text search across all transaction fields

Advanced Search

For those transactions that are tricky to find then advanced search is where it is at.

With advanced search you can create a very specific search across a wide range of fields associated with the transaction. With advanced search the possibilities are endless.

If you can't find a transaction with advanced search, please let us know and we will make sure its possible!

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