Improved Search 🔎

[rebekah]

Hey everyone,

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!

[o99]

If you could address problems searching Monzo & Starling accounts, that would be good

Problem searching Monzo bank transfer references in Emma (probably also related to issues with renaming transactions and smart rules)

With most accounts (perhaps all non-Monzo accounts), Emma displays bank transfer references within a greyed text field at the bottom of the transaction details page (some kind of composite of payee name and transfer reference is shown). This seems to be a searched field when using Emma’s search tool. However for Monzo accounts you only place the payee name in the grey text field and you place the transaction reference in a separate “details” field. The details field does not seem to be included…

[medman25]

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.

[rebekah]

Hey @medman25

Thanks for your feedback. I’ll share the below points with the team

1. Date filter to include an option to set a custom date range
2. All filters and search results to show the total value of transactions

[grintoul]

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.

[rebekah]

Can you not see the account number if you scroll to the bottom of the transaction? Under the “See History” button