Searching Transactions

Trying to remember how many times you spent over $30 from your Dining Out category this month? You can quickly find out by searching for transactions in your account register!

In This Article

You can search transactions easily in the upper right hand corner of the account register.

You can also search across accounts by selecting All Accounts along the left side, and using the search box there.

To activate search, just start typing in the search box. YNAB will show you some options based on what you typed.

a search beginning with g r brings up multiple options, like the Groceries category and the green flag, which can be selected

Type a number and YNAB will show you options that may match your search!

You can also search with multiple criteria. For example, maybe you need to know all the times you dined out and it cost more than $30.

a search for 'category: dining out, outflow>=30' brings up three transactions in this example

Using the Selected Total in Tandem with Search

The selected total feature in the register of the web app allows you to select transactions and see a total without using an external calculator tool.

Head to your All Accounts tab and search for a certain category, a particular colored flag, a distinct payee, or any other criteria you need and you’ll see the selected total for that group when you select all. For example, it’s a handy way to find the total spending for a specific payee.

when you select multiple transactions in an account register, the sum of them appears to the left of the Reconcile button

Search Criteria

Here are the different criteria you can search for:

  • Categories
  • Payees
  • Amounts
  • Flags
  • Memos
  • Split Transactions
  • Cleared/Uncleared/Reconciled/Unreconciled
  • Approved/Unapproved
  • Inflow/Outflow
  • Before/After/On a Particular Date

Clicking X will clear a search. If the next time you head into your account register you only see a limited list of transactions, that means that search filter was not cleared. To go back to the full list, scroll to the top and tap the X to bring the rest back to the register.

Let the transaction hunt begin! 🎉

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