Skip to main content
All CollectionsTreasuryTransaction ManagementActions on transactions
Find all the transactions of a specific category
Find all the transactions of a specific category
Mathieu Bracquemond avatar
Written by Mathieu Bracquemond
Updated over 2 years ago

Are you looking for the details and/or balance of transactions made on a specific category? 👌

Here's how to do it ➡

1️⃣ First possibility: use the filter functionality. This can be found from the magnifying glass 🔎 then Advanced search, but also from the Bank tab and the Expected tab. So just put the name of the category, choose the time period and you're done!

2️⃣ Second possibility: On the Cashflow plan, position yourself on the table (below the graph) then click directly on the name of the desired category. A window will open, with "Expected" and "Paid" on the left. You can also change the time period (top left).

💡 Good to know: if you want to apply an action to all the flows in a category (such as re-categorising them, changing their amount, their date, etc.), use the grouped action: the desired action is applied to all the flows in one click!

Did this answer your question?