Search and filters work together and change the list as you go. The In · Out · Net totals follow whatever you narrow down.
Search
On a computer the search box sits above the list; press / to jump to it. On a phone it's the Search my transactions bar. Press Esc or tap the × to clear it.
Search looks at:
- The merchant name you see
- Your bank's original wording, so a merchant you renamed is still found
- Your notes
- Items you listed on a purchase, and the names of files you kept with it
- Amounts: 45.20 finds that exact amount, and 45 finds anything from $45.00 to $45.99, money in or out
Every word you type has to match somewhere, in any order. Put a phrase in quotes, like "tim hortons", to match it as one piece.
Filter the list
Open the filters
On a computer, click a chip under the search, like Dates or Accounts, or Filters to see them all. On a phone, tap the filter button beside the search bar.
Choose what to see
Each change applies straight away, and the list behind refreshes.
Close the panel
The button at the bottom shows how many results match; tap it to close. Clear all removes every filter.
Filter | What it does |
|---|---|
Dates | All time, This month, Last month, Last 3 months, This year, Last year, or your own From and To days. One end on its own works too. |
Accounts | Any number of accounts. Tap a bank's name to pick all its accounts at once. Nothing picked means every account. |
Category | One category at a time, or Uncategorized for what's still to sort. A split shows up under each of its parts' categories. |
Tags | Transactions with any of the tags you pick. Shown once you have tags. |
Amount | Ranges like Under $10 or $100 – $500, or your own minimum and maximum (then Apply range). The sign is ignored, so a $40 charge and a $40 refund both match. |
Type | Money in, money out, or both. |
Rewards | Purchases by what they earned on your credit cards, if you have the card rewards tracker. |
Under Show only, switch on Needs review (not marked reviewed yet), Recurring (subscriptions, bills and regular income), Pending (not posted by your bank yet) or Hide excluded (leave out transactions ignored from everything).
Sorting lives in the same panel, under Sort. See columns and saved views.
Change or clear a filter
On a computer, each filter in use shows its value on its chip. Click a chip to change it, its × to clear it, or Clear all to clear every filter. Clearing doesn't change your sort. In a narrower window, only the filters in use show as chips, and the rest are under Filters.
Keep a filtered list
Your search and filters are part of the page's web address, so you can bookmark it or keep the link to come back to the same list. It only ever shows your own transactions, once you're signed in.
To keep a filtered list one click away inside Finly Money, save it as a view. See columns and saved views.
To search all of Finly Money (pages, accounts, categories and transactions), press ⌘K on a Mac or Ctrl K on Windows. See searching Finly Money.