About
Your Transactions list holds everything from every connected account, which is a lot to scroll through when you're looking for one charge. Search, filters, sort, and the date range all narrow the list, and they stack, so you can go from thousands of transactions to the handful you actually want in a few clicks.
Every transaction also opens up, showing you the raw bank description, a private memo field, anywhere you've attached a receipt, and a log of everything that's happened to it.
In this article
Search by name
Narrow the date range
Sort your list
Filter
Star a transaction to come back to it
Open a transaction
See what happened to a transaction
1. Search by name
Type into Search transactions at the top left of the list.
Search matches the payee name and the transaction description — the raw text your bank sent — so if you can't find a business under the name you know it by, try what appears on your statement.
Tip: Search narrows whatever is already on screen. If you're not finding something you expect, check whether a filter or date range is still applied.
2. Narrow the date range
Click All times to limit the list to a period.
The presets down the left cover most needs: Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, Last 365 days, and the to-date options: Week to date, Month to date, Quarter to date, Year to date.
For anything else, click a start date and an end date on the calendars, then click Apply.
3. Sort your list
Click Sort to change the order.
Option | Puts at the top |
Newest date | Most recent transactions (the default) |
Oldest date | Your earliest transactions |
High amount | Largest money in |
Low amount | Largest money out |
High absolute amount | Biggest transactions either direction |
Low absolute amount | Smallest transactions either direction |
High amount and Low amount treat money out as negative, so a large expense sorts to the bottom of High amount. When you want the biggest transactions regardless of direction — the usual case when hunting for one large charge — use High absolute amount.
4. Filter
Click Filters for everything else. Filters stack with search and the date range.
Filter | What it does |
Sort by | Same options as the Sort button, repeated here for convenience |
Category | Show only a category, or hide it. Pick Include or Exclude first, then choose the category |
Merchant | Same, for a specific merchant |
Money Direction | Both, In (money you received) or Out (money you spent) |
Amount | A $ Min and $ Max range |
New vendors & categories | Only transactions from vendors or categories that are new to your account |
Split transactions | Only transactions you've split across categories |
Starred transactions | Only transactions you've starred |
Including attachments | Only transactions that have a file attached |
Excluding attachments | Only transactions with no attachment |
Click Apply to run the filter, or Reset all to clear everything and start again. Apply stays greyed out until you've changed something.
Tip: Excluding attachments plus a $ Min amount is a quick way to find larger expenses missing a receipt.
5. Star a transaction to come back to it
Every transaction has a star at the left of its row, just after the checkbox. Click it ① to mark the transaction; click it again to unstar. A starred transaction shows a filled star ②.
Starring doesn't change anything about the transaction or your reports. It's a bookmark. Once you've starred a few, turn on Starred transactions in Filters to see only those, which makes it a good way to park anything you want to ask your accountant about, or come back to at month end.
Open a transaction
Click a transaction to expand it.
Transaction description: the raw text from your bank, exactly as it arrived. This is usually how to identify a charge whose payee name means nothing to you.
Memo: a private note, up to 300 characters. It's for you: Margins doesn't read it and it doesn't affect your categorization or reports.
Attachments: click Add attachment to keep a receipt or invoice with the transaction.
See what happened to a transaction
Click Transaction history inside an open transaction to see everything that's happened to it, newest first.
Each entry shows what happened, when, and who did it — you, System, or the Finaloop AI Agent that categorized it. It's the fastest way to answer "why is this categorized like that?" or "did I already change this?"
Note: Times in this panel are shown in UTC, not your local time zone.