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Account Admin: Filtering Transactions

The transaction filtering feature allows you to view and manage specific sets of transactions based on various criteria. This feature is essential for analyzing spending patterns, tracking expenses, and ensuring the accuracy of financial records.

Go to the list of transactions.
Click on Filter.
Select filtering criteria (e.g. Receipt, Type, Tag, Amount, Cards)
View the filtered transactions.

To export transactions, use the Export button from the Wallet or My Cards sections.

Updated on: 12/02/2026

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