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Search

Try advanced queries in the search bar.

  • Star -> will match both Starbucks AND FiveStar
  • "Star" -> only Star
  • Star or TIM -> could return Starbucks OR Tim Hortons
  • (Star or TIM) and bucks -> could return Starbucks OR Tim bucks... If that's a thing

Advanced queries also work in the mobile app!

tip

Use search with bulk actions to quickly categorize similar transactions. For more advanced analysis, see Reports.