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FinvestLens

Basics

Finding transactions

Search operators, saved searches, and jumping around.

The search box above the register searches the description, amount and date. It also understands operators, which can be combined:

tag:holidayTransactions carrying a tag.
account:GroceriesPostings to a matching account (category: also works).
memo:refundText in the split memo.
desc:colesText in the description.
amount:>200Amounts above (or < below) a figure.
from:-3mOn or after a date — or today, -7d, -2w, -3m, -1y.
to:2026/06/30On or before a date.
type:transferA kind of transaction.
has:attachmentOnly transactions with a document attached.

Put - in front of any term to exclude it — -tag:work hides work spending.

Elsewhere

  • Find… (⌘F) searches across every account, not just the open one.
  • Find Account… (⌘I) jumps straight to an account by name.
  • Save a search you keep repeating, and it comes back in the search menu.