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Transactions Tab

The Transactions Tab allows you to explore your financial history with powerful filtering capabilities.

🔍 Features​

Dynamic Filtering​

Filter your history by any combination of:

  • Date Range: Start and End dates (inclusive).
  • Account: Substring match (e.g., "Food" matches "Expenses:Food:Groceries").
  • Payee: Who you paid (searches transaction payee field).
  • Tags: Filter by specific tags (e.g., #vacation, #business).
  • Search: Full-text search across all transaction fields.

Results Table​

Displays your filtered transactions with:

  • Columns: Date, Payee, Narration, Amount, Account
  • Sorting: Automatically sorted by date (newest first)
  • Pagination: Respects the "Max Transaction Results" setting (default: 2000)
  • Interactive: Click on transactions to view or edit details

🔍 Behind the Scenes: BQL Queries​

The Transactions tab uses dynamic query building based on your selected filters:

Base Query (All Transactions)​

SELECT date, payee, narration, position, balance ORDER BY date DESC, lineno DESC LIMIT 1000

With Filters Applied​

Account Filter:

SELECT date, payee, narration, position, balance WHERE account ~ '^Assets:Checking' ORDER BY date DESC, lineno DESC LIMIT 1000

Date Range:

SELECT date, payee, narration, position, balance WHERE date >= 2026-01-01 AND date <= 2026-12-31 ORDER BY date DESC, lineno DESC LIMIT 1000

Payee Filter:

SELECT date, payee, narration, position, balance WHERE payee ~ 'Amazon' ORDER BY date DESC, lineno DESC LIMIT 1000

Tag Filter:

SELECT date, payee, narration, position, balance WHERE 'vacation' IN tags ORDER BY date DESC, lineno DESC LIMIT 1000

Combined Filters: Multiple conditions are joined with AND:

SELECT date, payee, narration, position, balance WHERE account ~ '^Expenses:Food' AND date >= 2026-01-01 AND date <= 2026-01-31 ORDER BY date DESC, lineno DESC LIMIT 1000
tip

The ~ operator performs regex matching, so account ~ '^Expenses' matches all accounts starting with "Expenses".

Learn More: See the Architecture & Queries page for all plugin queries.