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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.

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

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When did I last shop at Target?

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

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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.

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Track down all restaurant spending

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

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Locate a specific charge

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

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Prepare expense reports

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

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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.

1

Type what you're looking for

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

2

Add filters if needed

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

3

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.

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Available on Basic and Pro plans · Search all connected accounts