Find transactions faster using the search bar or transaction filters. Scroll through the filter tabs below the search bar to explore filter options.Navigate to the "Transactions" tab to see your full list of income and expenses added to the Workspace. You can organize your transactions by <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://help.easy-expense.com/en/help/articles/6492261-adding-workspaces">adding a workspace</a> or <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://help.easy-expense.com/en/help/articles/1920327-creating-custom-reports">creating custom reports</a>.<div data-type="horizontalRule"><hr></div><h2 id="erzcrk0oex0" data-toc-id="erzcrk0oex0">Available Search Terms</h2><details class="details"><summary>Mobile 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>Value</li><li>Client name (for income)</li><li>Vendor name (for expenses) </li></ul>Clear the search term by tapping the "X" on the right side of the search bar.</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><div data-type="horizontalRule"><hr></div><h2 id="5484feiezkm" data-toc-id="5484feiezkm">Available Filters</h2><details class="details"><summary>Mobile App</summary><div data-type="detailsContent">Under the search bar, you will see a horizontal list of filter options. Scroll through this list and tap the filter to sort your transactions by:<ul><li>User: Filter for transactions added by team members</li><li>Report: Filter for transactions within a specified report</li><li>Category: Filter by expense category</li><li>Payment Method: Filter by cash, linked bank accounts, or added payment methods</li><li>Income Type: Filter by income category</li><li>Client: Filter income by assigned client</li><li>Attachment: Filter for transactions that have an attachment added (eg. a scanned receipt or uploaded photo)</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></ol><img data-width="100%" data-align="left" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/6855687043925e3d30bd4f54/01978da2-535d-77e6-8e12-a689c1d1f672/b64u-MDE5NzhkYTItNTMwMi03MDY0LWJlNjAtZDZkZTgyM2Q1ZWY0.png" data-featurebase-content-filename="01978da2-5302-7064-be60-d6de823d5ef4" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/6855687043925e3d30bd4f54/01978da2-535d-77e6-8e12-a689c1d1f672/b64u-MDE5NzhkYTItNTMwMi03MDY0LWJlNjAtZDZkZTgyM2Q1ZWY0.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260205T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260205%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=1c5d5abfc3210b5bff9ac0e24d01ba40f83cd13032bf1372fb8f90ffd2677b09"> You can sort 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>

Search Bar & Filters

Feedback

Roadmap

Changelog

Getting Started

Scanning Receipts

Inviting Users (Teams)

Team Roles and Permissions

Workspace Settings

Enabling Tax Rates

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

Filter transactions or drives

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.