Applies to: Phone
Searching and filtering expenses
Use the search bar and filter panel on the Expenses tab to zero in on exactly the expenses you need, whether by keyword, category, date range, or business/personal purpose.
Steps
- 1
Open the Expenses tab
Tap the Expenses icon in the bottom navigation bar.
- 2
Use the search bar
Tap the search icon or pull down to reveal the search bar. Type a merchant name, note keyword, or amount to instantly filter the list.
- 3
Open filters
Tap the "Filter" button to open the filter panel.
- 4
Set filter criteria
Date range — pick a preset (This Week, This Month, This Year) or set a custom from/to date. Category — select one or more categories. Purpose — Business or Personal. Merchant — type a merchant name. Amount range — set a minimum and/or maximum amount.
- 5
Apply filters
Tap Apply. The expense list updates immediately to show only matching expenses and a running total for the filtered set.
- 6
Clear filters
Tap "Clear" or "Reset" in the filter panel to return to the full expense history.
Related articles
- Viewing your expense history · Expense management
- Expense categories · Expense management
- Business vs. personal expenses · Expense management
- Merchants and vendors · Expense management
Still stuck? Contact support or browse Expense management.