Announcement: Bank explain filter

News posted by Pete Jones 2 months ago

We have released a new feature that makes it easier than ever to manage and explain your bank feed or bank statements.

You can now filter transactions using text matching, date ranges, and amount ranges - helping you find exactly what you need, whether you're looking for specific vendors, reviewing a set period, or specific values.

Switch the filter on at the top of the page and enter any combination of search criteria. Hit 'Find' and the transactions shown will be only those that match.

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Use 'Reset' or switch the filter off to return to the full list of transactions.

2 Replies

i wish there were a way to explain a group that has the same explanation

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