In the transactions view you can see all your imported transactions. It is possible to search & filter and make transaction selections to perform actions upon. All the functionality is explained in more detail below.
Transactions can be filtered on a single account or a list of accounts (profile).
By default transactions of the current year are displayed. You can change the active period via the period dropdown or by using the back and forward arrows next to the selected period.
Via the search button you can search transactions by keyword.
Using the filter button you can apply a more detailed filter on the transactions as illustrated below.
It is possible to select one or multiple transactions and perform an action on that selection. The select mode is activated when you click the icons of a transaction as illustrated below.
Via the action menu it is possible to (de-) select transactions and perform and action on the selection as described below.
|Assign||Assign a relation, category or account to the selection.|
|Delete||Removes the selected transactions after confirmation.|
|Sum up||Creates a summary of the selection displaying total amounts and number of transaction.|
|Report||Creates a detailed report of the selection. You can choose an available report template to apply.|
|Excel export||Exports the selection to a format which can be used in Excel.|
If no selection is made the action is performed on all the transactions in the active filter.