Use transaction filters

Filters narrow the transaction list so you can find records matching specific criteria.

Steps

1. Open the Transactions tab and tap Filter.
2. Choose a date range: This month, Last 30 days, or Custom to set a start and end date.
3. If needed, select Category, Payment method, and an amount range. In a Shared Space, use Recorded by to select a member.
4. Check the number of matching transactions, then tap Apply Filters.
5. To clear your selections, reopen the filter and tap Reset.

What to know

You can review period, category, payment method, amount range and, when available, member. A narrow combination may produce no results.

For example, to review food expenses recorded by one member, select a date range, a food category, and the member. Results show transactions that match those selections.

Updated on: 14/11/2026