Find any transaction with powerful search and filter options.
The search bar at the top of the Transactions screen searches across descriptions, notes, merchant names, and tags. Results appear instantly as you type. On mobile, pull down on the transaction list to reveal the search bar.
Tap the filter icon next to search to access advanced filters.
Filters can be combined. For example, show all "Food" expenses over $50 from last month.
Transactions are sorted by date (newest first) by default. On the web app, click any column header to sort by that field. On mobile, tap the sort icon to choose: date, amount, or category.
Editing and deleting transactions
Modify any transaction detail or remove it entirely.
How categorization works
Understand the 3-tier AI categorization system and custom categories.
Setting up recurring transactions
Automate regular expenses and income entries.
Exporting your financial data
Download your transactions as CSV or PDF.
Our support team typically responds within 24 hours (4 hours for Pro subscribers).
support@finaps.co