My Transactions

View Your Transactions

When you first open this page, you'll see all your stored transactions in a table format. The page shows:

• Storage Statistics: Total transactions, files processed, storage used, and last update time
• Transaction Table: All transactions with columns for date, payee, memo, source, amounts, and category
• Pagination: Transactions are displayed in pages of 50 for easy navigation

Search Transactions

Use the search box at the top to find specific transactions. The search looks for matches in:

• Payee names
• Memo/description text
• Transaction amounts
• Source filenames
• Category names (if categorization is enabled)

Filter by Date Range

Use the date range filter to view transactions within a specific time period:

• Click the date inputs to select start and end dates
• Use quick select buttons for common ranges (Today, This Week, This Month, etc.)
• Select "Current Tax Year" or "Previous Tax Year" for tax-related filtering

Enable and Use Categories

If you've set up categories, you can use them to organize your transactions:

1. Toggle "Show Categories" to enable categorization features
2. Use the Category and Group filters to view transactions by category
3. Click on a transaction's category cell to assign or change its category
4. Use "Apply Rules" to automatically categorize uncategorised transactions

Sort Transactions

Click on any column header to sort transactions by that column:

• Date: Sort chronologically (oldest or newest first)
• Payee: Sort alphabetically by payee name
• Amount: Sort by transaction amount
• Category: Sort by category name (if enabled)

Click the same header again to reverse the sort order. The current sort column is highlighted.

Categorize Transactions

There are several ways to categorize transactions:

• Manual Categorization: Click on a transaction's category cell and select a category from the dropdown
• Manage Uncategorised Transactions: Click "Manage Uncategorised" to view and create rules for uncategorised transactions
• Apply Rules: Click "Apply Rules" to automatically categorize all uncategorised transactions using your existing rules

Export and Import Data

Use the hamburger menu (☰) to access data management options:

• Export Data: Download your transactions as CSV or JSON, or create a full backup (ZIP file with all data)
• Import Data: Restore from a backup file to recover previous data
• Clear All Data: Remove all transactions (use with caution - this cannot be undone)