Search finds anything in Finly Money from any page: transactions, merchants, accounts, categories, tags, saved views, recurring charges, rules and pages. It can also do things for you, like adding a transaction or turning on privacy mode.
Open search
- On a computer, press ⌘K (Mac) or Ctrl K (Windows), or click the search box at the top of the sidebar.
- Or just start typing a letter or number anywhere outside a text box. Search opens with what you typed.
- On a phone, tap the search button in the top bar.
Search covers Finly Money only, not the rest of the FinlyWealth site.
What you can type
Type a merchant or a few words, and add any of these to narrow things down. Each one becomes a filter chip under the search box.
Add | Examples | What it does |
|---|---|---|
An amount | over 50, under $20, between 20 and 50 | Only transactions in that range |
A date | last month, this week, last 30 days, august, in 2025 | Only that period |
A category | groceries, uncategorized | Only that category |
A tag | #work | Only transactions with that tag |
An account or bank | An account's name, or a bank such as td or rbc | Only those accounts' transactions |
Money in or out | money in, money out, deposits | Only money coming in, or only money going out |
A status | pending, recurring, needs review | Only those transactions |
For example, uber last month finds last month's Uber charges, and groceries over 50 finds grocery shops over $50.
Picking a result
- A transaction opens its details right over the page you're on.
- An account, category or tag opens Transactions, filtered to it.
- The See all row at the bottom opens every matching transaction on the Transactions page.
- Actions such as Add a transaction, Upload statements, Connect a bank, Export transactions, Create a rule and Get help do what they say.
With the box empty, you'll see your recent searches, what you opened recently, quick actions and pages to go to.
Keyboard shortcuts
Shortcut | What it does |
|---|---|
⌘K or Ctrl K | Open or close search from anywhere |
/ | Open search. On the Transactions page, it jumps to that page's own search box. |
↑ and ↓ | Move through search results |
Enter | Open the selected result |
⌘ Enter or Ctrl Enter | In search: see all matching transactions |
Esc | Close search |
⌥⇧P (Mac) or Alt Shift P (Windows) | Turn privacy mode on or off |
⌘Z or Ctrl Z | Undo while customizing your dashboard (add Shift to redo) |
⌘ Enter or Ctrl Enter | In a problem report: send it |
Spreadsheet mode on the Transactions page has keys of its own. See spreadsheet mode.