How to Search & Filter Classified Transactions

If you'd like to filter Unclassified transactions, click here.

1. Tap the Transactions tab

2. Choose All Transactions, then tap "Edit"

3. Tap "Filter," and you'll see the options below. Since All includes classified transactions, you're able to narrow down your results according to date, business line, etc. Tap Filter once you're ready to see your results.

4. The app will tell you how many transactions were filtered according to the options you selected. Tap Classify All As

5. Now, you can choose what you'd like to do with the filtered transactions. You can choose to delete or classify to your categories.

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