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.
Search
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:| Filter | What it does |
|---|---|
| Account | Show one account, or all accounts |
| Category | Show one category, or all categories |
| Status | Uncleared, Cleared, or Reconciled |
| Flag | A specific flag color, “No flag,” or any |
| Tags | One or more tags — matches a row with any of them |
| Date from / to | A date range |
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
- A transaction you expect isn’t showing → a filter may be hiding it; choose Clear to reset.
- Still missing → Duplicate or missing transactions.
Related
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.