Search
Try advanced queries in the search bar. Search queries match against transaction names, memos, and line items.
Name search
Search transaction names using keywords and operators:
| Query | Matches |
|---|---|
Star | Names containing "Star" (e.g., Starbucks, FiveStar) |
"Star" | Names matching exactly "Star" |
Star or TIM | Names containing "Star" OR "TIM" (e.g., Starbucks, Tim Hortons) |
(Star or TIM) and bucks | Names containing ("Star" OR "TIM") AND "bucks" (e.g., Starbucks, Tim bucks) |
Line item search
Transactions with line items (from receipt scans or manual entry) are automatically included in search results. When you search for a keyword, it matches against transaction descriptions and individual line item descriptions
For example, searching coffee will find transactions where "coffee" appears in any of these fields, including line items like "Iced Coffee" or "Coffee Creamer" within a larger receipt.
Memo search
Search your transaction notes/memos using the memo: prefix:
| Query | Matches |
|---|---|
memo:refund | Notes containing "refund" |
memo:"exact note" | Notes matching exactly "exact note" |
memo:(food or grocery) | Notes containing "food" OR "grocery" |
memo:(lunch meeting) | Notes containing both "lunch" AND "meeting" |
Memo words support letters, numbers, hyphens, underscores, periods, and apostrophes (e.g., memo:self-employed, memo:o'brien). Use quotes for special characters or spaces: memo:"café order".
Combining memo with name search
Mix memo and name searches with OR/AND logic:
- memo:refund starbucks -> transactions with "refund" in notes AND "starbucks" in name
- memo:tacos OR chipotle -> transactions with "tacos" in notes OR "chipotle" in name
Advanced queries also work in the mobile app!
Exclude filters
Filters can leave things out as well as narrow things down. In the Category, Account, Tag, Merchant or Group filter, tap an item to cycle it:
- Tap once to include it (✓).
- Tap again to exclude it (⊘).
- Tap a third time to clear it.
Excluded filters show as a red ⊘ chip, like ⊘ Dining. Tap the chip to flip it between "is" and "is not", or tap × to remove it.
You can include and exclude in the same filter. For example, Tag is Vacation and Tag is not Reimbursed shows your trip spending you haven't been paid back for yet.
Works on web and in the mobile app.
Use search with bulk actions to quickly categorize similar transactions. For more advanced analysis, see Reports.