🔍 How to Use Filters and Search on the Transactions Tab

Find any transaction in seconds — even if you have thousands.

The Transactions tab in Hedgi includes powerful search and filter tools to help you quickly locate specific entries, review categories, or double-check for issues. Whether you're reconciling accounts, reviewing monthly spending, or prepping for taxes, this feature saves time.

🧠 What You Can Do

• Search by keyword
  Type part of a vendor name, memo, or amount (e.g. “Starbucks”, “$200”, or “contractor”) to find matching transactions.

• Filter by date range
  View transactions from a specific month, quarter, or custom time frame.

• Flagged/Review filters
  Toggle views like:

  • Needs Categorization — uncategorized or escalated by Agentic Mode

  • Manually Categorized — where you made an override

  • Reviewed — confirmed or finalized entries

📱 On Mobile

• Tap the filter icon in the upper-right corner

• Select filters for category, amount range, or date

• Use the search bar at the top of the screen to narrow results further

💻 On Web

• Use the filter bar at the top of the Transactions tab

• Combine multiple filters (e.g., Meals + April + "Uber")

• Search dynamically updates as you type

✅ Pro Tips

• Review “Needs Categorization” before finalizing monthly reports

• Use filters to spot subscription patterns or vendor duplicates

• Combine filters + memos to track project-specific expenses