Find a transaction

Use Transactions to find activity across the financial accounts you can access. If you already know the account, you can start from that account’s history instead.

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Search and filter

1. Open Transactions.
2. Search for a description, merchant, or part of the original imported description.
3. Check the review-status filter. Switch between imported/unreviewed and reviewed activity as needed.
4. Adjust the sort order to find a date or amount.
5. Open the transaction row or its details button to see categories, funds, receipts, and comments.

Try recognizable words

For a retreat purchase, try the store’s name or a word in the description. If a teammate replaced a vague bank description with “Fall retreat supplies,” that explanation can help you find it later.

If you cannot find it

• Clear the search and review filter.
• Check the correct organization and financial account.
• Look for pending bank activity that has not settled.
• Ask whether another teammate imported the statement or entered the transaction manually.
• Check with an administrator whether your access excludes the account or transaction.

Next step

Once you find the entry, check its category and fund or add the supporting receipt.