PensumHelp · Accounts and transactions
Searching transactions
Type one or more terms in the search box on Transactions. A transaction has to match every term. The dates, account and category you've chosen still apply, so choose All dates to search everything.
Words
| Search | Finds |
|---|---|
costco |
The word in the payee, memo, category, account, or the bank's original payee |
costco gas |
Both words, anywhere in those |
Amounts
| Search | Finds |
|---|---|
42.17 |
Exactly 42.17. A whole number is exact too: 42 finds 42.00 only |
>100 |
More than 100 |
<20 |
Less than 20 |
40-50 |
From 40 to 50, including both |
Amounts match the total or any line of a split, money in or out. Type them the way your number format shows them; a $ is fine.
In or out
| Search | Finds |
|---|---|
in:50 |
Money in of exactly 50 |
out:>1000 |
Money out of more than 1,000 |
Status
| Search | Finds |
|---|---|
is:uncleared |
Not yet cleared by the bank (or is:cleared) |
is:unreconciled |
Not yet reconciled (or is:reconciled) |
is:reassignment |
Only money moved between categories |
Together
amazon out:>50 is:uncleared finds Amazon purchases over 50 that haven't cleared.
Case doesn't matter, and up to 10 terms are used. Query syntax, under the search box, shows these examples in the app; click one to try it.
Find big purchases in the demo
Did this help?
Still stuck? Signed in, choose Contact support in your account menu, or email [email protected]