Transactions in the navigation opens the full list, titled Financial Transactions. Opening a single account shows only that account’s transactions.
The filters
Filters holds all of these. A counter shows “{count} active filters”, and Reset All clears them in one go. Check that counter first whenever something seems to be missing: a filter left on from a previous visit is the most common cause by a distance.
- Bank and Account, to narrow to one connection or one account.
- Category, with Include Subcategories beside it. With that on, choosing a parent category pulls in its children too, so picking Transportation also shows Car and Public Transport. With it off you get only transactions filed on the parent itself.
- Financial Purpose: Needs, Wants, Savings or None. This is a property of the category, so it lets you ask “what did I spend on wants this month” without listing categories one by one.
- Min amount and Max amount.
- Show Duplicates, off by default. Transactions marked as duplicates are hidden from the list, so turn this on to see or undo them.
- Show Hidden Accounts, off by default. Hidden accounts are excluded from lists and totals, so their transactions do not appear until you ask for them.
There is no separate income or expense filter. A category carries its own type, so filtering by category does that job, and the three types a category can have are Income, Expenses and Transfer.
Search
The search box, “Search transactions…”, matches against the description. Combine it with a date range rather than searching across all time, which is both faster and easier to read.
Sorting
Sort by with a direction toggle. Sorting changes the order only; it never changes what the filters have included.
Split transactions in the list
If you split transactions, a setting controls what the list shows:
- Show split items: only the parts.
- Hide split items: only the original transactions.
- Show all: both, which is useful when checking a split but double-looking at first glance.
Status
A transaction can be Completed, Processing, Failed, Cancelled or Other, as reported by the bank. Processing is the common one: a card transaction the bank has seen but not settled, whose amount and date can still change.
Selecting several at once
Select Multiple Transactions turns on selection mode, and tapping rows selects them. From there you can act on all of them together. The separate article on editing and categorizing transactions covers what those bulk actions are and their limits.
When a transaction is not in the list
In order of how often each is the answer: a filter is on, the date range excludes it, the account is hidden, it is marked as a duplicate, or it has not arrived from the bank yet. The article on transaction sync problems covers the last of those.