Search Transactions on Mobile

How to search on Mobile

Can't remember how much you spent on takeout last week? Not to worry — you can search transactions easily at the top of your account register! 

You can also search across accounts by selecting All Accounts on the Accounts tab and using the search box there.

*Can't see mobile search? Try scrolling up! The search bar can sometimes be hiding above a list of scheduled transactions. Also, make sure you have the most recent version of YNAB (version 2.9). If you're an Android user, you won't see this update quite yet, but keep an eye out for updates in the future. 

To activate search, tap the search box and start typing. YNAB will filter the transactions in your account register based on what you type.

Type a number and YNAB will show you transactions that may match your search.

Search Criteria

You can also search for multiple criteria. For example, if you wanted to see all of your red flags in your dining category, you could search "Dining Red". Here are the different criteria you can search for:

  • Category
  • Payee
  • Amount
  • Flag
  • Memo
  • Splits
  • Cleared/Uncleared/Reconciled/Unreconciled
  • Approved/Unapproved
  • Inflow/Outflow

Tapping X or Cancel will clear a search. If you only see a limited list of transactions in your account register, that means that search is still filtering your transactions. To go back to the full list, scroll to the top and tap the X or Cancel.

Let the transaction hunt begin!

*Important Note - Mobile search is being ramped in stages to iOS users. If you don't have access to mobile search yet, ensure that you have the most up to date version of YNAB (2.9). Once you’re up to date, the search bar is only visible at the top of your register. (Above scheduled transactions) As you scroll down through your transactions, you'll see that the search bar disappears so you can see more transactions in your register! To get it back, scroll to the top, and it will reappear :)

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