Hi marcia bowsher, you should be able to filter on amounts here. Let me know if this works for you?
Marcia Bowsher
•
May 29, 2024
Jason Russell. Oh, wow, I apologize; I was used to going straight to the search box, which I'd been using for non-numeric searches. Totally did not occur to me to check the filters.
MH
•
Aug 26, 2024
Jason Russell < Jason, as a long time 22seven user, i appreciate that the search box could be used to find any match based on what I type in the search box: an amount, a tag, a description, or even wildcard.
It would really be useful to have this type of feature applied to the search box - it just makes it so much more efficient then needing to do so many clicks by populating the search parameter box. I created a new request today to ask if the search parameters can be saved for future use - which is what 22seven does not have - but because the search box is so versatile, I rarely need to use their parameter function.
Example today: Needed to find 4 transactions with the same amount (2 purchases and 2 refunds) and in 22seven (I continue to A/B test both products), it was quick. in Finwise, I had to scroll (because it was faster than putting in the parameters) and then found the refund transactions but from a different name than the credit card transaction.
Thx for the consideration.
Jason Russell
•
Sep 23, 2024
MH thank you for the feedback and suggestion here. I will take a closer look at 22Seven and see how we can improve FinWise from it.
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Comments6
Dec 2, 2024
Transaction search is now much improved. See our changelog for more details. https://finwise.canny.io/changelog/improved-transaction-search
Oct 29, 2024
Jason Russell
May 29, 2024
Hi marcia bowsher, you should be able to filter on amounts here. Let me know if this works for you?
Marcia Bowsher
May 29, 2024
Jason Russell. Oh, wow, I apologize; I was used to going straight to the search box, which I'd been using for non-numeric searches. Totally did not occur to me to check the filters.
MH
Aug 26, 2024
Jason Russell < Jason, as a long time 22seven user, i appreciate that the search box could be used to find any match based on what I type in the search box: an amount, a tag, a description, or even wildcard.
It would really be useful to have this type of feature applied to the search box - it just makes it so much more efficient then needing to do so many clicks by populating the search parameter box. I created a new request today to ask if the search parameters can be saved for future use - which is what 22seven does not have - but because the search box is so versatile, I rarely need to use their parameter function.
Example today: Needed to find 4 transactions with the same amount (2 purchases and 2 refunds) and in 22seven (I continue to A/B test both products), it was quick. in Finwise, I had to scroll (because it was faster than putting in the parameters) and then found the refund transactions but from a different name than the credit card transaction.
Thx for the consideration.
Jason Russell
Sep 23, 2024
MH thank you for the feedback and suggestion here. I will take a closer look at 22Seven and see how we can improve FinWise from it.