<h3 id="qqrqmy7rr6t" data-toc-id="qqrqmy7rr6t">To apply a filter in the “Transactions” tab</h3><details class="details"><summary>Mobile App</summary><div data-type="detailsContent">At the side of the search bar, on your transactions tab, there are multiple filters that you can apply. To apply a filter, tap on “Filter”, select the desired filter, and tap on “Apply Filters” <img data-width="25%" data-align="left" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/685ad42640d0dd600580ecb5/0197a2cd-3af1-7ff7-9734-2af04784d7c7/b64u-MDE5N2EyY2QtM2E5My03Njc5LWE3OTktMWYyNjFiNmQ1ZjM0.jpeg" data-featurebase-content-filename="0197a2cd-3a93-7679-a799-1f261b6d5f34" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/685ad42640d0dd600580ecb5/0197a2cd-3af1-7ff7-9734-2af04784d7c7/b64u-MDE5N2EyY2QtM2E5My03Njc5LWE3OTktMWYyNjFiNmQ1ZjM0.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260322T160000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260322%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=b0f52710abf68efc7cf8cc2b94501edbc80eca318a220d19c26395d3020a2398">You can apply multiple filters as desired. Once you're finished, make sure to remove the filters. To do so, tap on “Remove Filter” below the search bar. You can filter transactions by:<ul><li>Users: Filter for transactions added by team members</li><li>Date Range: Filter by date (Created After/Created Before)</li><li>Total: Filter by Total (At least/No more than)</li><li>Report: Filter for transactions within a specified report</li><li>Receipts: Has receipt/Missing Receipt</li><li>Vendor. Filter by Vendor</li><li>Category: Filter by expense category</li><li>Payment Method: Filter by cash, linked bank accounts, or added payment methods</li><li>Tax deductible: Tax Deductible/Non deductible</li><li>Income Category: Filter by income category</li><li>Client: Filter income by assigned client</li><li>Filter by Expenses or Incomes</li></ul></div></details><details class="details"><summary>Web App</summary><div data-type="detailsContent"><ol><li>Open the <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://app.easy-expense.com/workspace">web app</a></li><li>Click on “Transactions”</li><li>Click on the funnel icon</li><li>Select the desired filter <img data-width="100%" data-align="left" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/685ad42640d0dd600580ecb5/0197a2cd-e404-703d-b43a-45ee9f8f4fe1/b64u-MDE5N2EyY2QtZTNjMy03ZmRiLWFlYjktZWJkZDE2YTQwMWY1.png" data-featurebase-content-filename="0197a2cd-e3c3-7fdb-aeb9-ebdd16a401f5" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/685ad42640d0dd600580ecb5/0197a2cd-e404-703d-b43a-45ee9f8f4fe1/b64u-MDE5N2EyY2QtZTNjMy03ZmRiLWFlYjktZWJkZDE2YTQwMWY1.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260322T160000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260322%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=ed49c82ffc8058ed26cf789b794c8b4c514bb735de2159ee9c2c2ff176d5ae4a"></li></ol> Make sure to remove the filter once you're finished. To remove a filter, click on the “X” icon on the right side of the filter you applied. You can filter your transactions by: <ul><li>Date</li><li>To/From (Vendor)</li><li>Category</li><li>Created By</li><li>Account</li><li>Reports</li><li>Amount</li><li>Receipt</li></ul></div></details><div data-type="horizontalRule"><hr></div><h3 id="ptkoestbk08" data-toc-id="ptkoestbk08">To apply a filter in the “Drives” tab</h3><details class="details"><summary>Mobile App</summary><div data-type="detailsContent">At the side of the search bar, on the “Drives” tab, there are multiple filters that you can apply. To apply a filter, tap on “Filter”, select the desired filter, and tap on “Apply Filters” <img data-width="25%" data-align="left" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/685ad42640d0dd600580ecb5/0197a2cf-0152-7897-9446-aaa297c031a0/b64u-MDE5N2EyY2YtMDEwNC03MjBhLTliNDAtMDEwOTNkYzhlMTlm.jpeg" data-featurebase-content-filename="0197a2cf-0104-720a-9b40-01093dc8e19f" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/685ad42640d0dd600580ecb5/0197a2cf-0152-7897-9446-aaa297c031a0/b64u-MDE5N2EyY2YtMDEwNC03MjBhLTliNDAtMDEwOTNkYzhlMTlm.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260322T160000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260322%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=5b0b1f0065d207c39cdd10a6e25012b764f5ad41ef8b6d2b26c5c08a87a0c7bb"> You can apply multiple filters as desired Once you're finished, make sure to remove the filters. To do so, tap on “Remove Filter” below the search bar. You can filter drives by: <ul><li>Users: Filter for transactions added by team members</li><li>Date Range: Filter by date (Created After/Created Before)</li><li>Report: Filter for drives within a specified report</li><li>Trip Class: Filter by trip classification</li><li>Vehicle: Filter by Vehicle</li><li>Location: Filter by Location</li></ul></div></details><details class="details"><summary>Web App</summary><div data-type="detailsContent">At the moment, this feature is only available through our Mobile App</div></details><div data-type="horizontalRule"><hr></div><h3 id="c58wtw3pmlk" data-toc-id="c58wtw3pmlk">To apply a filter in the “Report details” tab</h3><details class="details"><summary>Mobile App</summary><div data-type="detailsContent">At the side of the search bar, on the “Report details” tab while adding transactions/drives to your report, there are multiple filters that you can apply. To apply a filter, tap on “Filter”, select the desired filter, and tap on “Apply Filters” <img data-width="25%" data-align="left" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/685ad42640d0dd600580ecb5/0197a2d0-46f0-7423-a0b1-287a51ddff0a/b64u-MDE5N2EyZDAtNDY5ZS03OWZhLTg0ODItNWY0YWQ0NjU4NjJk.jpeg" data-featurebase-content-filename="0197a2d0-469e-79fa-8482-5f4ad465862d" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/685ad42640d0dd600580ecb5/0197a2d0-46f0-7423-a0b1-287a51ddff0a/b64u-MDE5N2EyZDAtNDY5ZS03OWZhLTg0ODItNWY0YWQ0NjU4NjJk.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260322T160000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260322%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=4061eaf54611db6230e5fe71f75b61e5ddb05980c2f7daedd4a3e3347c7e01e6"> You can apply multiple filters as desired Once you're finished, make sure to remove the filters. To do so, tap on “Remove Filter” below the search bar. You can filter transactions/drives by: <ul><li>Users: Filter for transactions added by team members</li><li>Date Range: Filter by date (Created After/Created Before)</li><li>Total: Filter by Total (At least/No more than)</li><li>Report: Filter for transactions within a specified report</li><li>Receipts: Has receipt/Missing Receipt</li><li>Vendor. Filter by Vendor</li><li>Category: Filter by expense category</li><li>Payment Method: Filter by cash, linked bank accounts, or added payment methods</li><li>Tax deductible: Tax Deductible/Non deductible</li><li>Income Category: Filter by income category</li><li>Client: Filter income by assigned client</li><li>Trip Class: Filter by trip classification</li><li>Vehicle: Filter by Vehicle</li><li>Location: Filter by Location</li><li>Filter by Expenses, Incomes, or Drives</li></ul></div></details><details class="details"><summary>Web App</summary><div data-type="detailsContent">At the moment, this feature is only available through our Mobile App</div></details><div data-type="horizontalRule"><hr></div><h3 id="41br0ym76w0" data-toc-id="41br0ym76w0">To apply a filter in the “Trash” tab</h3><details class="details"><summary>Mobile App</summary><div data-type="detailsContent">At the side of the search bar, on the “Trash” tab, there are multiple filters that you can apply. To apply a filter, tap on “Filter”, select the desired filter, and tap on “Apply Filters” <img data-width="25%" data-align="left" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/685ad42640d0dd600580ecb5/0197a319-1731-72ee-968e-e5e28a9e439e/b64u-MDE5N2EzMTktMTZmOS03NWUyLWJkMTktYjk1YTRiNWZjZGY5.jpeg" data-featurebase-content-filename="0197a319-16f9-75e2-bd19-b95a4b5fcdf9" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/685ad42640d0dd600580ecb5/0197a319-1731-72ee-968e-e5e28a9e439e/b64u-MDE5N2EzMTktMTZmOS03NWUyLWJkMTktYjk1YTRiNWZjZGY5.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260322T160000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260322%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=cb592b08433fe89f0243b38c7b5cce6d25bdfcd8b36f94ac75f6a97ad585d1d9"> You can apply multiple filters as desired. Once you're finished, make sure to remove the filters. To do so, tap on “Remove Filter” below the search bar. You can filter transactions/drives by:<ul><li>Users: Filter for transactions added by team members</li><li>Date Range: Filter by date (Created After/Created Before)</li><li>Total: Filter by Total (At least/No more than)</li><li>Report: Filter for transactions within a specified report</li><li>Receipts: Has receipt/Missing Receipt</li><li>Vendor. Filter by Vendor</li><li>Category: Filter by expense category</li><li>Payment Method: Filter by cash, linked bank accounts, or added payment methods</li><li>Tax deductible: Tax Deductible/Non deductible</li><li>Income Category: Filter by income category</li><li>Client: Filter income by assigned client</li><li>Trip Class: Filter by trip classification</li><li>Vehicle: Filter by Vehicle</li><li>Location: Filter by Location</li><li>Filter by Expenses, Incomes, or Drives</li></ul></div></details><details class="details"><summary>Web App</summary><div data-type="detailsContent">At the moment, this feature is only available through our Mobile App</div></details><div data-type="horizontalRule"><hr></div><h3 id="s70elox4zyl" data-toc-id="s70elox4zyl">Using the search bar</h3><details class="details"><summary>Mobile App</summary><div data-type="detailsContent">At the moment, this feature is only available through our Web App</div></details><details class="details"><summary>Web App</summary><div data-type="detailsContent">From the transactions tab, you can search for transactions by:<ul><li>Transaction name</li><li>Date</li><li>Category title</li><li>Payment Method</li><li>Value</li><li>Vendor name (for expenses)</li><li>Report name </li></ul>Clear the search term by tapping the "X" on the right side of the search bar.</div></details>

Filter transactions or drives

Feedback

Roadmap

Changelog

Getting Started

Scanning Receipts

Inviting Users (Teams)

Team Roles and Permissions

Workspace Settings

Enabling Tax Rates

Search Bar & Filters

Adding Workspaces

Walkthrough Demos

Expenses

Quick Editing Expenses

Email Receipt Forwarding

Manually Add Expenses

Attach Additional Receipts

Delete or Restore Expenses

Bulk Edit Expenses

Transfer an Expense

When adding refunds to an expense, the total will automatically update to reflect the amount refunded or unrefunded.

Add a Refund

Split an Expense

When duplicating expenses, they will not be marked as duplicates.

Duplicate an expense

Currency Conversion

Income

Manually Add Income

Vendors, Categories, and Payment Methods

Learn about managing categories in your workspace. Users with the "member" role cannot do certain actions.

Manage Categories

Manage Vendors

Manage Clients

Manage Payment Methods

Filters

Exporting Data

Exporting Data & Images

Export Types Available

Creating Custom Reports

Import & Syncing Data

Reviewing Imported Transactions

Email Inbox Scanning

Link a Card or Bank Account

Uploading Online Receipts and Screenshots


To help with reconciling transactions, we've made it possible to merge two expense transactions. We appreciate your patience as we're still refining this feature.

Reconciling Transactions

New Transaction Review Rules

Automatic Reconciliation Reports

Drives

Drive distance is calculated by entering a start and end location.

Add, Edit, or Delete Drives

Add, Edit, or Delete Drive Classifications

Add, Edit, or Delete Vehicles

Set Default Drive Classification

Tracking Mileage

Financials

Financials Summary

You can use Easy Expense as your budget planner to help you track your monthly spending and saving goals.