Searching and Filtering Transactions
The Finance Ledger provides powerful search and filtering tools to help you find specific transactions quickly.
Accessing Filters
- Navigate to the Financial Dashboard.
- Click Open Ledger to switch to the ledger view.
- The filter toolbar appears above the transaction table.
Search
Use the Search field to find transactions by description, vendor name, or category name. Results update as you type.
Filter Options
You can combine multiple filters at the same time. Each filter appears as a dropdown:
| Filter | Options |
|---|---|
| Type | All, Income, Expense |
| Category | All categories, or select a specific category |
| Vendor | All vendors, or select a specific vendor |
| Payment | Cash, Check, Debit, Credit, Sale Ticket |
| Receipt | All, Has receipt, Missing receipt |
| Attention | All, Needs review, Uncategorized, Missing vendor |
| Amount | All amounts, Over $1,000, Over $5,000, Under $250 |
Active Filter Tags
When you apply filters, they appear as tags/chips above the transaction table. This gives you a visual reminder of what's currently active.
Resetting Filters
Click Reset Filters to clear all active filters and return to the default view showing all transactions.
Sorting
Click any column header in the table to sort by that column:
- Date — Sort oldest-to-newest or newest-to-oldest.
- Vendor — Sort alphabetically.
- Category — Sort alphabetically.
- Type — Sort by income or expense.
- Amount — Sort by dollar amount.
Click the same column header again to reverse the sort order.