Filter, Search & Bulk Actions

Filtering And Searching

The filter bar supports:

• Date range — Filter by time period
• Account — Show transactions from specific accounts
• Category — Filter by spending category
• Tags — Filter by one or more tags
• Amount range — Filter by minimum or maximum amount
• Search — Find transactions by payee name or notes

Chart Display

A chart at the top of the transactions page shows spending trends over the selected period. Toggle chart visibility using the chart control.

Bulk Actions

Select one or more transactions using the checkboxes to reveal bulk actions:

• Categorize — Assign a category to all selected transactions
• Status — Set all selected to Pending or Cleared
• Account — Move selected transactions to a different account
• Tags — Add or remove tags from selected transactions
• Notes — Set notes on all selected transactions
• Make Recurring — Create a recurring transaction from a single selected transaction
• Delete — Permanently delete selected transactions

Good Review Workflow

For day-to-day maintenance, a simple pattern works well:

1. Filter by recent dates or uncategorized items
2. Search for a payee or merchant pattern
3. Bulk-apply categories, tags, or statuses
4. Mark reviewed once everything looks correct