Transaction filters, tabs and assignees

Where to find it

Transactions

✅ Common tasks

Filter the transaction list

1. Open Transactions

2. Filter by link, ignored, or reconciliation status

3. Filter for transactions with or without a new match suggestion

4. Choose a banking connection, IBAN, or card to narrow results

5. Set an amount range, date range, or currency to search

A match-suggestion filter only counts new suggestions — older or resolved ones don't qualify.

Assign a transaction to a teammate

1. Open the transaction, or use the Assign control on its row

2. Open the assignee picker

3. Type in Search users if the list is long

4. Select a teammate from the list

5. Wait for the picker to finish saving before changing it again

Filter by assignee or remove an assignee

1. Open Transactions

2. Select one or more teammates in the assignee filter

3. Or select Unassigned to see transactions with no owner

4. To remove someone, open the assignee picker and select Unassigned

You can't combine 'has any assignee' with a filter for specific people or Unassigned.

🔗 See also

• Transactions page

• How transaction matching works

• Unlinking and correcting a transaction match

• Managing multiple synced bank accounts

• Inviting and managing team members