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Viewing and searching transactions

Updated over 3 weeks ago

Viewing and searching transactions

Finthy provides powerful tools to view, filter, and search through all your transactions across connected accounts.


Accessing your transactions

  • Click "Transactions" in the main navigation to see all transactions

  • Or click on a specific account to see only that account's transactions


Filtering options

  • Date range - Filter by specific time periods (this month, last month, custom range)

  • Category - Show only transactions in specific categories

  • Account - Filter by specific accounts

  • Amount - Filter by amount range

  • Type - Income, expenses, or transfers


Search

Use the search bar to find transactions by merchant name, description, or notes.

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