Finding transactions
Filters, search and sorting on the transactions page, plus the one thing worth knowing before you conclude something is missing: the list is capped, and older transactions still exist.
On this page
The transactions page is the ledger behind your accounts: what came in, what went out, and when.
Transactions arrive on their own. They are fetched whenever a connected bank account syncs, so there is nothing to import.
The list is capped
The most important thing on this page, because it looks exactly like data loss.
Only the most recent transactions are shown. Older ones still exist and are still counted in every total; they are simply not rendered, because a list of many thousands of rows would make the page unusable.
The page says so when the cap applies. To see an account's full history, filter to that account. That is the intended route to older transactions, not a workaround.
Filtering
By account. One, several, or all. This is also how you get past the cap.
By type. Income or expense.
By period. Last 7 days, 30 days, 90 days, a year, or all time.
By amount. A minimum, a maximum, or both. The fastest way to find a large payment you remember the size of but not the date.
Needs categorising. Narrows to transactions with no category yet, so you can work through them in one pass. See transactions and categorisation.
Hide transfers and trades. Removes movements between your own accounts and money going into investments. Worth turning on when you are asking what you actually spent, since neither is spending. Transactions of this kind are marked with their own label, including valuations and mortgage repayments.
Search and sort
Search matches the transaction description, which is usually the merchant or counterparty.
Sorting: newest or oldest first, or by amount, highest or lowest. Sorting by highest amount within a category is a quick way to see what actually drove a month.
Removed accounts
If you have disconnected and removed an account, its transactions are hidden rather than deleted, and the page tells you how many are hidden. Your historical totals do not change.
What is here, and what is not
Transactions come from connected accounts that provide them, which today means banks.
Investment trades are a different thing and live with the position rather than in this list. See using the investments dashboard.
Manual entries have valuations rather than transactions. Recording a new value for your house is not money moving. See adding a manual asset.
A sync fetches a 30-day window, so history further back than your first sync is not backfilled from the bank.
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