Search and filter
Searching uses free text in the search bar; filtering via the filter screen. Both can be combined.
Free search
Section titled “Free search”Click the magnifying glass at the top right of the Transactions tab and type a word. All searchable fields are searched: description, memo, counterparty account, relation, category, account, group, annotation, transaction ID, tag and amount.
- Space = AND —
albert heijnfinds transactions with albert and heijn. - Comma = OR —
albert,jumbofinds transactions with albert or jumbo. - Amount filters —
>50,>=20,<100,<=100,=50. - Additional operators —
~decl(whole word),=decl(exact field),^decl(starts with),decl$(ends with),-decl(exclude).
The X icon in the search field clears the search term. The active period remains in effect in the search results.
The full cheatsheet is in Search operators.
Filter screen
Section titled “Filter screen”Click the filter icon in the Transactions tab to open a screen where filters can be combined per transaction field. An active filter is shown as a yellow bar at the top.
Quick filter via transaction row
Section titled “Quick filter via transaction row”Next to the actions menu at the end of each transaction row there is a button to apply that value directly as a filter — for example all transactions from the same relation or in the same category.
Account or profile filter
Section titled “Account or profile filter”The account or profile filter is at the top right of the application: use it to limit all screens to a single account or a profile (a collection of accounts). See Account profile.