Search and filter transactions
You should periodically check your financial account transactions to make sure your account balances are accurate. In the Transactions screen, you can filter the list of transactions in several ways.
- Type: Select an item from the Filter By Type field if you want to see only expenses, deposits, or transfers.
- Financial account: To see the transactions for a specific financial account, mark the checkbox next to the account name.
Note: If you mark the checkbox for a second financial account, you should clear the checkbox for the first account. Otherwise, OnBalance will simultaneously display the transactions for the selected accounts.
- Vendor: Select an item from the View by Vendor field to see how much you have paid to a vendor.
- Category: Select an item from the View by Category field to see how much have spent for a particular expense category. For example, you can see how much you have spent on fuel, cleaning, maintenance, and so on.