Search merchant, note, account or category text.
FIND THE TRANSACTION YOU NEED
Your financial history should stay easy to search.
Activity gives you a searchable, filterable transaction timeline across transaction types, sources and date ranges.
ACTIVITYFind the right transaction faster
Illustrative product preview · sample figures
⌕ Search merchant, note, account…
TypeSourceDate range
Coffee−$4.80
WHY IT MATTERS
A transaction should not become hard to find just because it happened months ago.
Activity groups your transaction timeline by date and lets you search across merchant, note, account and category information.
Filters can narrow the list by transaction type, source and date range, while the sync badge shows whether local changes are up to date.
WHAT YOU GET
Activity
Activity gives you a searchable, filterable transaction timeline across transaction types, sources and date ranges.
Filter by expense, income, transfer or debt payment.
Filter by source such as manual, Receipt AI, AI Quick Entry, recurring, debt payment or imported data.
Choose a date range and clear filters whenever you want the full timeline again.
HOW IT WORKS
Three steps. Fast and clear.
Technology handles repetitive work; you still review before saving.
Search or filter
Use text, transaction type, source or a date range to narrow the list.
Review the timeline
Transactions stay grouped by date so the history remains easy to scan.
Open the record
Go from the filtered result to the transaction you wanted to inspect.
BUILT FOR EVERYDAY LIFE
Useful in everyday life.
Useful when you need to answer a simple question such as “Where did that payment go?” without scrolling through everything.
YOU STAY IN CONTROL
AI assists. You decide.
Search and filters change what you see, not the underlying financial records. Clearing them restores the full timeline.
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