As your transaction history grows, finding specific records can become time-consuming. Use the built-in search and filter options in the Bank Transactions Table to streamline your review process and stay in control of your financial data.
1. Using the Search Bar
At the top of your Bank Transactions Table, you'll see the Search Bar. Use this to quickly find transactions by typing keywords such as: (e.g., “POS Payment” or “Invoice #1023”)
Tip: The search updates in real time, returning results as you type.
2. Filtering by Date
Click the Date Filter to narrow transactions by period. You can select:
Custom Range – Pick specific start and end dates
Today
Year to date
Last half
Half to date
Last quarter
3. Filtering by Status
Use the All Status dropdown to view transactions based on their review status:
Categorized – Transactions with an assigned category
Uncategorized – New or unreviewed entries
Recognized – System-tagged but not yet categorized
4. Filtering by Transaction Type
Use the All Types filter to narrow results to either:
Credit – Incoming funds
Debit – Outgoing funds