# Search & Filter Transactions Instantly | Warm

> Find any transaction in seconds with powerful search and filters. Search by merchant, category, amount, or date across all your connected bank accounts in one place.

Source: https://warm.io/features/transaction-search

Transaction Search

# Where did that charge come from? Find It Fast

Type what you're looking for. Get answers in a blink. No scrolling. No stress.

[Get Started](https://warm.io/login)

## Simple tools. Real answers.

Find any buy, any time. Easy as pie.

### Lightning-fast search

Find any transaction in milliseconds, no matter how many years of history you have

### Powerful filters

Filter by merchant, category, amount range, date, or combine multiple filters

### Search any timeframe

Look back days, months, or years. Your entire transaction history is searchable

### Smart categorization

Search by category or merchant name. We organize everything automatically

### Amount ranges

Find transactions above, below, or within specific dollar amounts

### Detailed results

See merchant, amount, date, category, and account all in one clear view

Common scenarios

## Real life. Quick answers.

See how folks use search to find what they need

### When did I last shop at Target?

Search for "Target" and instantly see every purchase, sorted by date. Perfect for tracking shopping patterns.

### Find that Amazon purchase from 3 months ago

Need to return something? Search "Amazon" with a date filter and find the exact transaction for your receipt.

### Track down all restaurant spending

Filter by "Dining" category to see every restaurant visit. Great for expense reports or budget reviews.

### Locate a specific charge

Remember the amount but not the merchant? Search by dollar amount to find that mystery charge.

### Prepare expense reports

Filter business expenses by date range and category. Export exactly what you need.

### Find warranty purchases

Search by merchant and date to locate receipts for items still under warranty.

## Type. Find. Done.

Just start typing. We do the rest.

### Type what you're looking for

Enter a merchant name, category, or amount. The search understands partial matches and finds what you need.

### Add filters if needed

Narrow results by date range, amount, category, or account. Combine filters to get exactly what you want.

### Get instant results

See all matching transactions immediately. Click any result for full details or export for your records.

What our users say

## People love how easy it is

"I used to dread finding old receipts. Now I just type the store name and it's right there. Saved me hours for my tax prep."

Sarah M.

Small business owner

"Finding that 6-month-old Amazon purchase took 10 seconds instead of scrolling through bank statements. Game changer for returns."

Michael T.

Online shopper

"The search is so fast. I can filter by category and date range to create expense reports in minutes."

Jessica L.

Freelance consultant

## Questions about search

### How far back can I search?

You can search through your entire transaction history. Whether it's last week or three years ago, every transaction is searchable.

### Can I search across all my accounts at once?

Yes. Search works across all your connected accounts simultaneously. You'll see results from checking, savings, and credit cards all in one place.

### What can I search by?

You can search by merchant name, category, amount, date range, or any combination. The search is flexible and finds partial matches too.

### How fast is the search?

Lightning fast. Even with years of transactions, results appear in milliseconds. The search is optimized for speed.

### Can I export search results?

Yes. After searching, you can export your filtered results to CSV for expense reports, tax prep, or record keeping.

### Does search work on mobile?

Absolutely. Search works the same on mobile as it does on desktop. Find transactions on the go.

## No more digging. Just ask.

One search box. All your stuff. Peace of mind.

[Get Started](https://warm.io/login)

Available on all plans · Search all connected accounts
