• Filter transactions by member

  Filter transactions by member The member filter helps you review who recorded transactions in a Shared Space. Steps Select a Shared Space and open the Transactions filter. Choose one member to see their records or select all members. Apply the filter and review the results. What to know Recorded by is available in the Shared Space context; select all members to see all recorders again.Few readers

• Edit or delete a transaction

  Edit or delete a transaction Transaction details provide actions to correct or delete a record you no longer need. Steps Open the transaction details and choose an available edit or delete action. When editing, review and save changes; when deleting, read the confirmation first. Editing or deleting one recurring occurrence affects that transaction, not the schedule. What to know Check the transaction and Space before deleting. Changing one recurring occurrence does not chanFew readers

• Search and view transaction details

  Search and view transaction details Search and transaction details help you find one record and review its saved information. Steps Open Transactions and use search to find a record. Select a transaction to open its details. Review information such as amount, date, category and Space. What to know Use a relevant keyword and check active filters if you cannot find it.Few readers

• About Transactions

  About Transactions Transactions brings expense and income records together so you can find and review your history. Steps Open the Transactions tab to see recorded expenses and income. Choose a Space scope; All Spaces includes Spaces available to your account. Use search and filters to narrow the list. What to know The list follows the selected Space scope. Active filters or search can narrow the results.Few readers

• Choose a Space for Transactions

  Choose a Space for Transactions Selecting a Space scope helps you view personal records, shared records or all accessible Spaces. Steps Open the Space selector in the app. Choose Personal, a Shared Space or All Spaces. Return to Transactions to see the list for that scope. What to know If a transaction is missing, check the active Space and filters first.Few readers

• Use transaction filters

  Use transaction filters Filters narrow the transaction list so you can find records matching specific criteria. Steps Open the Transactions tab and tap Filter. Choose a date range: This month, Last 30 days, or Custom to set a start and end date. If needed, select Category, Payment method, and an amount range. In a Shared Space, use Recorded by to select a member. Check the number of matching transactions, then tap Apply Filters. To clearFew readers

• Filter transactions by date

  Filter transactions by date The date filter helps you find transactions in the period you want to review. Steps Open Transactions and choose Filter. Choose This Month, Last 30 Days or Custom as needed. Apply the filter and review the results. Change or clear the filter to see other data. What to know Available choices include This month, Last 30 days and Custom. Check the start and end dates.Few readers