Reviewing your transactions
What is this?
If your Record Keeping area is growing and growing, well done! It means you’re staying on top of your finances. By default, we show all assigned transactions and sort them by date, with the most recent transactions at the top. To make it easier to work with your transactions, use the filter and search options.
Use the search bar to find all transactions that contain your search term. It will search the Recipient, Description and Notes fields.
Filter: Go into the Record Keeping area and click on the symbol next to the search bar. You’ll see the options below for filtering and sorting your transactions.
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