Skip to main content
The Transactions page shows every transaction across your accounts in reverse chronological order.

Transaction list

Each transaction shows:
  • Description — a summary of the transaction
  • Counterparty — who you sent money to or received money from
  • Amount — the transaction amount (positive for deposits, negative for withdrawals)
  • Date — when the transaction occurred
Select any transaction to open a detail panel with the full metadata.

Filter transactions

Use the filter bar above the transaction list to narrow the feed:
  • Search — match transactions by company, description, or amount
  • Date — show only transactions within a date range. Set a start date, an end date, or both. Both bounds are inclusive.
  • Account — limit results to one or more of your bank accounts
  • Type — limit results to specific transaction types
  • Inbound/outbound — show only money in or money out
Active filters also apply when you export transactions.

Transaction types

Transactions come from several sources: