Transactions list in individual categories

I see where people have asked about this for the phone app but I'm not seeing anything about the web site.  I can't figure out how to pull up transactions lists for individual categories.  This should be so simple yet it continues to evade me!   

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  • There are two ways to do this.

    1. Go to the All Accounts screen and type the category name in the search bar on the upper right. Choose "Category: Find "[name]" in the category field". Assuming you haven't filtered the transaction list, this will show you all transactions with that category going back forever.

    2. On the Budget screen, click on the amount in the Activity column for the category you're interested in. That will show you all transactions in the category for this month.

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    • mamster Thank you! I was clicking on everything but that!!!  I sure do appreciate you helping me out.

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  • THank you. How do I export the list  please? I used option 1. 

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      • Vibrant
      • No more counting dollars, we'll be counting stars
      • vibrant
      • 1 mth ago
      • Reported - view

      Salmon Octopus there is no export option from the transaction register, you can only view.

      You can export your ENTIRE budget including your entire transaction history (I think it's in the drop-down menu when you click on your budget name) and then open and manipulate it in Excel.

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  • interesting. but a shame. Thank you Salmon. I guess I can snip the transactions to a page and reconcile from there. Not ideal tho.

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  • 1 mth agoLast active
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