Search your transaction history

Find any transaction you have ever logged, by who you paid or what you wrote.

Open More, then Data, then History. It opens on everything you have logged, newest first and grouped by day, and loads more as you scroll.

To find something specific, tap the field at the top and type a payee name or a word from a caption. The first search of a session takes a moment while Carlo loads your full history so it can look through all of it; after that results appear as you type. Tap any result to open and edit it.

Search looks at payee names and captions. Not amounts, not categories, and not the private notes on a transaction, which stay private even from search.

Related

  • Edit or delete a transaction Open any transaction and change anything about it. There is no Save button, because every field saves itself.
  • See a project's total What a trip or a renovation actually cost, with the photos and writing that went with it.
  • Export your data A portable copy of the space you are in, as a spreadsheet or a zip. A restorable System Backup is separate.
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