The filters
- WHEN
- The dates, or one of your budget periods.
- ACCOUNT
- One or more accounts. Only entries without an account finds entries recorded before you had accounts.
- DIRECTION
- Moved means a transfer between your own accounts. It doesn't count as spending.
- CATEGORY
- Pick as many categories as you like. Choosing a subcategory includes its parent.
- AMOUNT
- A range. Amounts are compared after conversion.
- PAID WITH
- How you paid, separately from which account the money came from.
- SOURCE
- How each entry was recorded.
- MORE
- A receipt attached, part of a bill, the shop or person, the status and your labels.
Filters apply right away. Reset clears them all.
Act on several at once
- Tap Select entries.
- Tick the entries you want, or Select all.
- Add them to an account in one go.
Read next
- Add money in Change, explain or remove an entry Every detail on one screen: what it was, how it got here, and what it counts toward.
- Wallet Give older entries an account Sort them one group at a time, whenever you like.
- Your data and privacy Export reports and spreadsheets Pick what, pick a format, share it. PDF, Word, CSV, Excel, QuickBooks, Xero.
- Home and your budget The period pill and date ranges One window for the whole app: Home, Insights and your limits read the same range.
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