Free Feature

All Transactions

The All Transactions view shows your complete transaction history in one place, with the category and subcategory for every entry. It's where you go when you want to find a specific purchase, review everything you've spent, or look back across more than one month at a time.

From the Home screen, tap Show All Transactions. It opens at the month you're currently viewing rather than jumping to the current month, so you keep your place. From there you can filter, sort, and choose any date range you like.

Filtering your transactions

Combine any of the filters below to narrow the list down to exactly what you're looking for:

Sorting

Order the list whichever way is most useful:

Date ranges & multi-month views

Choose a custom start and end date to view any span you like, or use one of the quick presets — Last 3 months, Last 6 months, or This Year. The list and totals update to cover the whole selected range, which makes All Transactions the easiest way to look across multiple months.

For category breakdowns and trends over time, see Reports. To change how the Home screen groups your data into months, weeks, or pay periods, see view period.

Still need help? Email us at [email protected]