On our short-term roadmap, we have included “Improved Search”
We have quite a bit of feedback about our current search feature here (Transaction Search), but if there’s anything you think needs to be added/ improved with the search feature that hasn’t already been mentioned, now is the time to tell us!
I have an issue that might be addressed by an improved search feature or something else to do with tags and categories but I would really like to be able to see what I have spent on a tag or category in more periods than just “last month”, “this month”, “last 6 months” and “the beginning of time”.
A use case would be a list of transactions and summation of how much I have spent on eating out in 1 year (last 12 months) if it is set as a spending category. Same thing if I have a tag for “eating out”, it would be very helpful to be able to see what I have spent in 1 year for instance on anything with that tag.
A related suggestion for general searches (by name) as well, it would be nice to have a summation of the transactions that come up in a specific search and the ability to set a custom period i.e between specific dates.
Use case example would be if I do a search for “sky” for the last 6 months to have a list of all my “sky” transactions as is the case now but also a summation at the bottom for that period.
My only bugbear on search is that when you tap on a result to open the detail of the transaction, it doesn’t tell you which account that transaction took place. No easy way to match the search result back to the card/account it came from.