You can filter transactions in the Accounting Transactions Dashboard to find the transactions you need. Filter by financial institution, review status, date, category, or connected account, or search by transaction description. You can use multiple filters at the same time to narrow your results.

Filter transactions by financial institution

Bank tiles at the top of the Transactions page group your connected accounts by financial institution. All bank tiles are selected by default.

Each bank tile shows:

• Connected accounts: If you have multiple accounts from the same financial institution, such as checking, savings, and credit card accounts, they appear under the same tile.

To hide transactions from a financial institution in your current ledger view, de-select its bank tile. Select the tile again to include those transactions.

Filter transactions by review status

By default, the Needs review filter displays transactions that have not been confirmed. This includes transactions with suggested information that you still need to review and approve.

To view both confirmed and unconfirmed transactions, remove the Needs review filter.

You can also choose a review status from Filter:

• Needs review: Shows unconfirmed transactions.

• Ready to confirm: shows transactions with auto populated suggestions that need confirmation. 

• Confirmed: Shows transactions you previously confirmed.

• All statuses: Shows both confirmed and unconfirmed transactions.

Use additional transaction filters

Select Filter to narrow transactions by date, category, status, or connected account. You can use one or more of these filters at the same time.

Filter by date

Use the From and To fields to filter transactions by posted date. Both fields are optional.

Filter by category

Use Category to select one or more active categories. 

Filter by status

Use status to filter between transactions that: have been confirmed, still need review, ready to confirm, or all statuses.

Filter by connected account

Use Accounts to select which connected Bluevine and Plaid-connected accounts to include.

Your account selections also affect the bank tiles at the top of the Transactions page.

Search by transaction description

Use the search bar next to the bank tile filters to find transactions based on the Description field.

Enter a keyword in the search bar. The transaction list updates to show descriptions that match your search.