You can set up the Transactions table the way you like it, and keep the lists you check often one click away. Your column layout and saved views are kept with your account.
Choose your columns
Open Columns
On a computer, click Columns on the toolbar. It shows how many columns are showing.
Tick what you want
Tick a column to show it, untick it to hide it. Merchant always shows, since it's what each row is.
Drag to reorder
Drag the handle beside a column to move it, or drag a column's heading on the table itself. Reset puts everything back the way it was.
The reward columns (Reward rate, Rewards earned, Reward value, Reward category and Better card) are for credit cards. They fill in once your card is matched on Accounts, and come with the card rewards tracker, included with Grow and up. See the card rewards tracker.
In spreadsheet mode you can also make a column wider or narrower: drag the right edge of its heading, and double-click the edge to reset it.
Sort the list
Click a column heading to sort by it: Date, Merchant, Category, Account or Amount. The first click sorts one way, the second the other way, and the third goes back to newest first. Date simply switches between newest and oldest first. Point at a heading to see what the next click will do.
The Sort chip lists every order, like Largest out first or Merchant A–Z, and its × goes back to newest first. On a phone, sorting is in the filters panel. Day headings only appear when the list is sorted by date.
Keep headings in view
Column headings stay at the top of the screen as you scroll. To turn that off, open Columns and switch off Keep headings in view at the bottom.
Save a view
A view is a saved set of filters, search and sort, like “Groceries this year” or “Needs review”.
Set up the list
Search, filter and sort until the list shows what you want. See search and filter transactions.
Choose Save view
It appears in the row of views as soon as something is filtered.
Name it
We suggest a name from your filters. Tick Open Transactions with this view if it should be your default, then choose Save view.
Your views sit in a row after All transactions, which always shows everything. Click a view to put it on. On a phone, the row scrolls sideways under the search bar. You can keep up to 30 views, each with its own name.
Change a view
If you change the filters while a view is on, its pill gets a dot and you can choose Save changes to update the view, Save as new to keep both, or Revert to go back to the view as saved.
Click ⋯ on the view that's on to Rename… it, make it the default, or Delete view. Deleted one by mistake? Choose Undo in the message that appears.
The default view
Your default view has a star. Transactions opens with it whenever you arrive without filters, for example from the sidebar. To set it, use ⋯ and Open Transactions with this view. Choose Stop opening with this view to open on everything again.