How to search for bank transactions
This article explains how to use the search function in the 'Banking' area.
Navigate to the 'Banking' tab at the top of the screen and select 'Bank Accounts' from the drop down menu.
Choose the relevant bank account from the list of accounts.
You’ll see a search bar above your list of transactions. You can search across all of your transactions for terms like the description, the category (e.g. travel) or the specific amount.
How to search for a transaction
To view a list of specific transactions, just enter a term in the search box and select the ‘Search’ button. You’ll then see a list of results with that search term highlighted.
Working with filters
There are two groups of filters you can apply to your search. The first one lets you filter by the type of transaction and the second lets you filter by date.
The term you are searching for will be used in combination with any active filters. For example, in the image below, if you select 'All Transactions' and 'Accounting Year 2021/22' then the search will only look across the transactions in the 'Accounting Year of 2021/22'. As you add new filters, the search will update with new results.
Clear search results
The term you are searching for will continue to apply until you clear that search. To clear and reset the results, select the 'Clear search results' option, located below the ‘Search’ button.
Using search to explain multiple transactions
Just use search to find a set of transactions, then select the boxes for the transactions and use the 'Explain transactions' box to the right to bulk explain. This is particularly useful if you are looking to update the category of a group of explanations. You can also use 'SHIFT+Click' to bulk select a group of transactions.
More about the different ways you can search
There are a number of different ways that you can use search:
Search for a word in the description of the transaction explanation. The matched term will be highlighted in the results.
Search for the category of an explained transaction. Begin typing a search term, for example 'travel' and you will be shown a drop-down list of matching available categories to help you choose from. Select one of these or continue to complete the category name and then select 'Search' to see the list of results.
If you know the exact amount of a transaction then you can search for that value. Enter the numeric value into the search bar and select ‘Search’. To narrow down the search further, you can add the currency symbol before the value, for example '£10.00'. It will work without the symbol as well though so don’t worry.