Filtering your transactions is easy:


You can use the Date Range filter by setting the dates between which you would like to see transactions

You can use the Accounts dropdown menu to see transactions only made from a selected account

You can filter by category by using the Category dropdown to filter transactions categorized a certain way

You can ‘Search by Description,’ which will retrieve and display all transactions that contain the criteria you searched for in the transaction Description


You can also combine each of these filter options together to break your transactions list down even further. For example, you can filter transactions with: a start date of 04/18/2014 and an end date of 04/28/2014, retrieved from your Chase Bank account only, categorized as Food & Groceries with ‘Publix’ in the description.