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.
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
coles this year
Find all transactions where I spent more than $100
- > 100
Find all transactions related to "car repayments"
todayFind transactions that happened today
yesterdayFind transactions that happened yesterday
latelyFind transactions that happened in the last 10 days
last yearFind transactions that happened last x
this yearFind transactions that happened this x
Amount Type Operators
-Find only expense transactions
+Find only income transactions
>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
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!