Transaction Search

Feedback & Ideas
21

Hi, I love the search facility in the Transaction view, it’s neat how you can build up a filter using the different criteria.

However, what would make it great would be two extra tweaks:

  1. When you are selecting a #tag to search for, can the list you are shown to choose the tag(s) be filtered to only those used in the Categor(ies) you have also selected (if any). If you haven’t selected a category, then it’s like it is now - all tags - but if you have selected one or more categories, then only show the tags used in those categories transactions.

Oh, and could the list be in alphabetical order.

  1. Please show a total for all the transactions that have come back in the search. It’s very handy to say show me all my ‘Clothes’ category transactions, ‘This year’, with a tag ‘#Martin’ and see how much had been spent.

Thanks

1 Like
22

This sounds more subcategories? :slight_smile:

23

I guess it is effectively sub-categories, but more powerful, because you can have multiple tags under a category. So I can see ‘all clothes’ spend, or I can see ‘all clothes’ #martin spend ‘for the year’, or I can see ‘all clothes’ #martin and #work spend or ‘all clothes’ #daniel #school-uniform or ‘all clothes’ #ruby #school-uniform or ‘all clothes’ #school-uniform to show all school uniform clothes, etc., etc… Can you see how useful/powerful this would be?

It already has this functionality, however, you have to scroll through a very long list of unsorted tags to find the one you want, as well as know what you’re looking for. It would just be great if the app pre-filtered the tags for you?

Without filtering the tags, when you have picked a category, it’s arguably pointless showing me all the tags, when 95% of them won’t return any data, so why not be smart and only show me tags that are applicable within the selected category/categories (and period if you want to be even smarter?)? I don’t think there would be much work involved in providing this?

1 Like
24

Hey @Themitch :wave:

Ahh, I see what you mean! No point in having to scroll through a list of tags about food if you’ve already filtered on the transport category etc

We can definitely pass this feedback on to the team :blush:

1 Like
25

Bingo! You’ve got it :grin:

26

I’ve encountered a couple of recent issues with search. Off the back of this I have a couple of suggestions…

  1. I’ve just tried to search for the word idrive in my transactions and the search results include transactions with the word drive. I assume you’re implementing some kind of logic to include words which are similar to the original search term. Please allow me to turn this off. Whilst it might be useful in some scenarios it can also be very annoying.

  2. I’ve also just tried searching for the transactions that contain the word entertainment. The search results include all transactions which have been tagged “entertainment” which is not what I want. Please provide a way to limit search terms to specific fields (e.g. transaction name, transaction reference, notes, etc).

1 Like
27

Thanks for sharing this - yes, we have been making some changes to support amounts and other elements in the search. With these, we have also included a broader matching.

If you are looking for exact searches, you can add a space in front of the word and if it’s a merchant/category, it’ll be wrapped in a bubble and consider just that one.

28

Not quite sure I understand.

Just tried typing idrive with a space in front and it still didn’t limit search to idrive. It continued to also find all merchants containing the word drive.

Also not sure what you mean by “it’ll be wrapped in a bubble”.

29

Yes, I said it works if it’s a merchant/category.