Transaction search Find Charges Fast
Type what you're looking for. Get answers in a blink. No scrolling. No stress.
Transaction table
Search feels like asking the table a question.
Merchant, category, amount, and date filters stay close to the results so you can find the charge and keep moving.
Amazon Marketplace
Shopping · Apr 12
Amazon Prime
Subscription · Mar 30
Amazon Return
Shopping · Feb 17
Simple tools. Real answers.
Find any buy, any time. Easy as pie.
Filtered search
Search your Warm transaction history with paginated results
Powerful filters
Filter by merchant, category, amount range, date, or combine multiple filters
Search any timeframe
Search across the transaction history currently stored in Warm
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
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 review matching purchases sorted by date.
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.
Review matching results
Review paginated matches, open a transaction for details, or export filtered results for your records.
Questions about search
How far back can I search?
You can search the transaction history currently stored in Warm. Coverage depends on connected-institution history and any files you imported.
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?
Search runs against your Warm transaction data and returns paginated results. Response time depends on the amount of data and current service conditions.
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 StartedAvailable on all plans · Search all connected accounts