Using the Filter & Search Bar
Modified on: Thu, 17 Jul, 2014 at 8:15 PM
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
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.
Did you find it helpful?
Can you please tell us how we can improve this article?