Filtering, Bulk Actions & Importing

Once you have more than a handful of transactions, filtering and bulk actions are what keep the list manageable instead of turning into an endless scroll.

Filtering and search

• Date range presets, or a custom range
• Transaction type, merchant, category, or account
• Amount range
• Attachments (has or none)
• Free-text search across description and notes

Grouping and pagination

Transactions are grouped visually by date, with a header row per day that includes its own select-all checkbox, so you can select and act on an entire day's transactions in one click. Pagination with an adjustable rows-per-page keeps long lists from all loading at once.

Bulk actions

Select multiple rows to categorize, rename a merchant, export to CSV, undo, or delete them all at once, rather than repeating the same action one row at a time.

Columns and sorting

Show or hide columns from the Columns dropdown, and click any column header to sort by it. Your column preferences are remembered the next time you open the page.

Exporting

Selected transactions can be exported to a CSV file, useful for sharing with an accountant or backing up a period before making bulk changes.