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FinvestLens
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Basics

Finding transactions

Search operators, saved searches, and jumping around.

The search box searches every transaction’s description, number, memos and account names, and shows what it finds as a register — the rows of All Transactions, only the matches, which you edit as you would any other. 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.