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Is there the ability to search by transaction name only?

RobWilk

If I wanted to search the Category or account name, I could use filters. There doesn't appear, on iPad at least, a way to just search or filter by transaction name only, can someone confirm whether this is true? If so, i’d like to turn this into an idea post to add that. This is particularly a problem if you have an Amazon or Prime credit card and want to search by Amazon or Prime in transaction name field.

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Coach Jon

Hello @RobWilk,

Thanks for reaching out! Do you mean that you want to search/filter by Payee name? I can verify that you definitely can do that on both web and mobile if that is what you mean. If you could clarify, that would be helpful!

-Coach Jon

SRC54

Not quite sure what you mean. On my iPad in Transactions, I did a search for Amazon and it brought up everything that is concerned with that. But I was able to search Payee: Amazon as well. I don't use the iPad much. But I chose over to the right Transaction Activity and there is something that looks like 3 lines with arrows (sorry I cannot be more articulate), and when I chose that, I was able to apply a payee filter.

So it seems to work for me. Clarify if I have this wrong. I have a really old iPad and it is hard to see (small).

I will admit that I usually just do the quick and dirty Amazon and ignore the Amazon Credit Card. You can also filter by a payee in Reports: Spending, which you know of course.

Edit: I see as I was editing this that @Coach Jon has also answered in the affirmative.

RobWilk

i found it, I was out in the sun earlier and couldn't read it, thanks both of you