Search & batch edit

Searching

Open Search and type anything:

• A provider, description, comment, or family member
• An amount, like 42.10 or $42.10
• A receipt status, like missing or lost
• A type, like contribution or reimbursement

Every word must match, so “cvs jane” finds CVS expenses for Jane. Tap a Suggestion to search one specific field, like a provider or person.

Sorting and filtering

On Expenses, tap the filter button:

• Receipt Status: show only one status, like Missing
• Sort By: Newest First, Oldest First, Recently Added, Recently Updated, Highest Amount, Lowest Amount, or Provider A-Z

Date sorts group expenses by month. Tap Clear Filters to reset.

Quick actions

• Swipe right: Add Receipt or View Receipt
• Swipe left: Edit or Delete
• Press and hold: all of the above, plus Reimburse

Selecting several at once

1. On Expenses, or Search with results, tap Select.
2. Tap transactions to select them, or Select All. The bottom bar shows how many and their total.
3. Tap ••• and choose an action:

Action	What it does
Receipt Status	Set the status for expenses without receipts.
Combine Provider	Give every selected expense the same provider and rename their receipts to match. Useful for merging “CVS” and “CVS Pharmacy.”
Export Transactions	Share a CSV of just the selection.
Export Receipts	Share a ZIP of their receipts, when every one has a receipt.
Delete	Move them to the Trash.

Tip

Search first, then select. For example, search a provider and year, Select All, and export just those receipts.