How do I search for a specific transaction type?

To find transactions that are all of a specific transaction type or that all have the same description (for example, if you'd like to see only your auto payments), please follow the steps below:

  1. Click on the Transactions tab in the top black menu bar.
  2. Click on the Category column in order to sort by category.
  3. Select a transaction that is the type that you would like to search for (for example, auto payments).
  4. Click the small blue link to the right of the transactions list the says "Show all <transaction description>" or "Show all <transaction category>" in order to pull up the list of only the specific category or description. 

Under the Amount field (at the top of the page), you'll see the total number of transactions that fit your search as well as two buttons showing the search query and the ability to clear the search.