Search

Transaction search mode is the $ mode in the Combo Palette.

It is built for transaction lookup, not general app navigation.

Use it when you know something about the transaction you want, but browsing the full transactions page would be slower.

What you can search by #

Transaction Search works with a mix of free text and filter chips.

Common inputs include:

• payee text
• note text
• amount filters
• account, category, and label filters
• date phrases such as “last month”

As you type, Common Cents can offer suggestions that turn into chips. Those chips stay visible above the input so you can keep narrowing the result set.

What the result list shows #

The palette shows a short list of matching transactions first.

Each result can show:

• payee name
• date, account, category, and label summary
• amount
• note text when present
• matched fields, so you can see why the result surfaced

If there are more matches than the palette shows, Common Cents adds a View all matching transactions option.

What Enter does in this mode #

Enter behaves differently depending on what is selected:

• on a suggestion, it adds that suggestion as a filter chip
• on a transaction result, it opens a transaction preview inside the palette
• on View all matching transactions, it opens the full transactions page with the current search carried over

Transaction preview is for quick confirmation #

The preview gives you the transaction details without leaving the palette first.

It can show the transaction type, amount, account, category, label, note, and matched fields. It also exposes the transaction’s related actions, such as editing it.

Best use case #

Use it when the result you want is already in the file and you need to get to it faster than the normal browsing flow would allow.

If you end up on the full transactions page from this search, that is also the point where Export Filtered becomes useful if you want a CSV of the exact matching set. For that workflow, continue with Export Transactions and Data.