If you would like to search for, or view transactions that are labelled with a specific tag that you have created, you can do so from the Accounts screen: Go to the Accounts screen and scroll down to the list of your past transactions. Type the tag name into the search bar. Or, you can click the filter button and select the tag from a drop-down menu in the filter transactions screen. Once you have selected the tag you want to see, either hit the enter key or the ‘Apply Filter’ button and your transactions list will only display transactions labelled with that tag. From here, you can refine your search even further by adding additional criteria such as date range, transaction type or dollar amount in either the search bar or filter function.
- From the Home screen, click on Accounts
- Select the Filter function
- Locate the Tag row and select tags to narrow your search
- Click on APPLY FILTER