Filtering, search, and bulk edits

The Register defaults to all transactions, all accounts, this year. That's rarely what you want when you're trying to fix something or answer a question. The toolbar at the top is built for narrowing fast.

The filters

Each filter is independent and they all stack:

• Account — one account, an account group, or all.
• Category — one category, one category group, Uncategorized, or all.
• Date range — a preset (This month, Last 3 months, Year to date) or a custom range.
• Cleared — Cleared only, Uncleared only, Reconciled only, Unreconciled only, or any.
• Type — Inflow, Outflow, Transfer, or any.
• Amount range — minimum, maximum, or both.

The active filter set is shown as chips above the table. Click a chip's × to clear that filter.

Search

The search box matches against payee, memo, and split memos. Match is case-insensitive substring; no special syntax.

Useful pattern: search for a payee that you suspect has been miscategorized over time. Searching whole foods pulls every visit; scanning the category column reveals the rows you want to fix.

Saving a filter view

Click Save view on the toolbar. Name it something memorable (Q1 uncategorized, Visa over $100). The view appears in the Views dropdown. Views are stored per profile — switching profiles swaps the view list.

Saved views are filter-only — they don't capture sort order or column visibility.

Bulk edit

Once the register is narrowed, the leftmost column shows a checkbox per row plus a Select all visible checkbox in the header. Tick what you want, then use the Bulk menu:

• Recategorize — pick a category; every selected row's category changes.
• Re-payee — assign one payee across the selection. Useful when a bank export gave you ten variants of the same merchant name.
• Mark cleared — toggle the C flag on every selected row.
• Mark uncleared — same in reverse.
• Delete — confirms the count before deleting. Reconciled rows are skipped automatically.

A confirmation modal shows the count, the change, and the impact (N rows will move from X to Y; this affects the Available in 3 categories). Cancel is always safe.

Bulk-categorize by payee — the most common move

After importing initial data, the fastest way to clean up is:

1. Sort the register by payee.
2. For each common payee, search by name, select all visible, Bulk → Recategorize.
3. Repeat for the 20 most common payees. That's usually 80% of transactions.

Anything left over gets categorized by hand.

Filtering and reports

Filters live on the register page only. Reports have their own date pickers and account scopes. Saving a register view does not affect any report.

Performance

The register can hold tens of thousands of transactions per profile without trouble. Filters are evaluated client-side over the in-memory array; the typing-to-results delay should be under 50ms even on a large profile. If it isn't, file an issue — that's a regression.

Keyboard

See Keyboard shortcuts for the full list. The register-specific ones:

• / focuses the search box.
• n starts a new transaction.
• j / k move down / up through rows (Vim-style).
• e edits the focused row.
• Esc clears the focus or closes the editor.