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Add filter to Transactions

Feature RequestLow Priority

Allow for additional filter of “Type” to transaction screen so that both categories and/or type could be used to narrow the transaction list view.

Posted by SCrawford ·
Status: Completed2 comments

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Comments2

  • team@waypointbudget

    Team•

    Jun 13

    Hi @SCrawford, thank you so much for the good ideas. Please keep them coming :) This one was already on our roadmap but we shipped it today.

    We ended up redesigning the transactions toolbar and went a bit beyond the original ask:

    • Filter by Type (income / expense / transfer) - stacks with categories, accounts, and search

    • Categories and accounts are now multi-select, with live counts showing how many transactions each option matches

    • Tags filtering too (match any/all, plus an "Untagged" option) - picking up the idea from the comments

    • Sorting by date, amount, payee, or category, in either direction

    On mobile it's all in one Sort & Filters sheet.

  • SCrawford

    •

    Jun 11

    With newly implemented tags soon to be added that could also be included to modify transaction list