Filter, search and review transactions

Open the correct Transactions screen

There are separate Transactions screens for business and personal workspaces. Use the screen that matches your active workspace mode so the rows and review fields line up with the workflow you need.

1. Open the Transactions screen for your workspace.
2. If your workspace is in business mode, stay on the business Transactions screen.
3. If your workspace is in personal mode, use the personal Transactions screen.
4. If you are on the wrong screen, switch workspace mode and return to Transactions.

Filter the list by account, status, source, date, and amount

Use the available filters and search controls to narrow the rows you want to review. Business and personal screens both support account, status, and source filters, and the Search panel adds date and amount criteria for tighter results.

1. Choose the account you want to review so the list shows only that account or a matching account alias.
2. Set the status filter to show only rows in the status you want to review.
3. Use the source filter when you want to narrow the list to a specific transaction source.
4. Open Search, then enter a Query and add Since, Until, Min Amount, or Max Amount if needed.QueryMin AmountMax Amount
5. Select Run Search to apply the search criteria.Run Search

Search the list by text and date range

Search looks across transaction text rather than only the account name. You can combine text search with date and amount limits to narrow a long list quickly.

1. Select Search to open the search controls.Search
2. Enter your text in Query.Query
3. Set Since and Until if you only want a specific date range.
4. Set Min Amount or Max Amount if you want to narrow the results by value.Min AmountMax Amount
5. Select Run Search.Run Search

Understand business and personal review fields

Business and personal screens show different review fields. Business review focuses on ledger coding and transfer or export-related actions. Personal review uses personal categories and baskets, and may also show subscription-related fields when they are available.

Review markers, suggestions, and saved results

Each row can show markers that help you tell a suggested value from a saved review result. A suggestion is only a recommendation until you apply it.

• AI Suggested means a recommendation is available for that row.
• Syncing means the row is still being processed or refreshed.
• Existing invoice payment means the row is already linked to an invoice payment and may have different edit limits.
• A subscription label may appear when the row is linked to, or suggested as, a subscription.

Use pagination versus totals correctly

Pagination changes which rows are visible on the current page. The total count tells you how many rows match your current filters across the whole list.

1. Look at the page counter to see how many rows are currently shown and how many match the active filters.
2. Select Prev or Next to move between pages.PrevNext
3. Use the page controls shown on screen to move to another page, if available.
4. Treat the page view as a slice of the full matching set, not the full result count.

Refresh the list and check freshness

Use Refresh when you want the latest transactions and account information. The screen keeps the last successful data while it tries to load again.

1. Select Refresh on the Transactions screen.Refresh
2. Wait for the list and account cards to reload.
3. Check the freshness label after the reload completes.

What freshness labels mean

Freshness labels tell you when the latest successful update happened. They do not guarantee a new value if the refresh has not finished yet.

• Synced just now or Synced Xm ago refers to the last known balance refresh time for an account card.
• Updated HH:MM refers to when the transaction list last reloaded.
• If refresh fails, the screen keeps the last loaded data and shows the refresh error state instead of clearing the list.

Open a row and review available actions

Click a transaction row to open its review panel. The buttons you see depend on the row, your role, your workspace mode, and which features are enabled.

1. Select the transaction row you want to review.
2. Open the action you need, such as Categorize, Match, Record as transfer, Split, or Undo, when it is available for that row.CategorizeMatchRecord as transferSplit
3. Review the suggestion or linked data before you change anything.
4. Apply the action only if the suggested result matches what you want to save.
5. If the row is already reviewed, use Update when you want to change the saved review fields, or Undo when that action is available.Undo

Handle missing data and failed refreshes

Missing data, unavailable values, and failed refreshes do not all mean the same thing. Use the message on screen to decide whether the value is absent, still loading, or simply zero.

• Unavailable means there is no confirmed value to display right now.
• Zero means the confirmed value is 0, not missing data.
• If a refresh fails, the last successful list stays on screen until you refresh again.
• If a row cannot be loaded, try the refresh again after correcting your filters or returning to the default list view.