Skip to main content
The Transactions register holds everything across your accounts. Flags, search, and filters let you mark what matters and pull up exactly the rows you want.

​
Color flags

A flag is a colored dot you put on a transaction to mean whatever you decide — “review later,” “tax-deductible,” “shared expense.” Six colors are available: red, orange, yellow, green, blue, and purple.
  • Web: click the flag dot at the start of a transaction row and pick a color, or right-click the row and choose a flag color. Clearing the flag removes it.
  • Bulk: select several rows and set or clear a flag with bulk actions.
Use the search box at the top of the register to find transactions by payee or memo. Type your term and press Enter. Search narrows the list to matching rows; combine it with the filters below to narrow further.

​
Filters

The filter bar narrows the register to the rows you want. Available filters: A count next to Clear shows how many filters are active. Choose Clear to reset the register to every transaction.
Filters stack. Pick an account, a category, and a date range together to answer a question like “what did I spend on Groceries from this checking account last month.”

​
Cleared, uncleared, and reconciled

The Status filter uses the same three states a transaction can have:
  • Uncleared — entered, but not yet confirmed against the bank.
  • Cleared — confirmed it posted at the bank.
  • Reconciled — locked in during a reconciliation. See Reconcile an account.

​
If something looks wrong

Tags

Cross-cutting labels you can filter by.

Bulk actions

Set flags or status on many rows at once.

Reconcile an account

Lock in a cleared balance you can trust.

Report filtering

Filter reports by date, account, and category.