TrackIt

Core workflows

Smart Filters

Search, account, category, amount bands, and date ranges on Transactions.

Filters live in a collapsible panel. Open/closed state is remembered per key (same pattern as other CollapsibleBox sections).

Smart Filters

Smart Filters

Refine your search with intelligent filtering

8 of 214 shown
Clear All
COSTCO
All Accounts
Groceries
Any amount
Last 30 days
Same lavender header, count pill, and five filter fields as Transactions.
Filtered results
MAR12
Mar 12, 2026
Thu
COSTCO WHOLESALE (12 GALLON WINE)
-$186.40
Expense
Groceries
MAR05
Mar 05, 2026
Thu
COSTCO GAS #118
-$64.20
Expense
Transportation & Gas
Table updates to the active filter set.

What you can filter

Filter fields
ControlNotes
SearchDescription / merchant text
AccountOne connected account
CategoryIncluding Other
Amount bandsQuick ranges
DatePresets or custom day range (AppDatePicker)
Search, account, category, amount bands, and date range.

Clear all resets filters and restores items-per-page from Account preferences (by design).

  1. 1
    Open Transactions and expand Smart Filters.
  2. 2
    Search COSTCO or set category Groceries.
  3. 3
    Pick a custom date range and Apply.
  4. 4
    Export CSV if you need the filtered set.

Guest mode

Guest sample data makes filters easy to practice without uploading.