> ## Documentation Index
> Fetch the complete documentation index at: https://help.checkrmoney.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Filtering Your Transactions

> Narrow your transaction list down by date, category, account, amount, type, and more.

The Transactions page on each platform has a rich set of filters so you can answer questions like "what did I spend on dining last month from my Chase card?" without scrolling through everything.

## Where filters live

<Note>
  Open [Transactions](https://app.checkrmoney.com/data/transactions). Filters, search, and sort all live on that page.
</Note>

## What you can filter by

Both platforms cover the core dimensions; each exposes a few of its own.

| Filter | Web | iOS |
| - | - | - |
| Merchant search | ✓ (top of list) | ✓ (top bar, also matches category) |
| Date range | ✓ (presets + custom) | ✓ (in the filter sheet) |
| Category | ✓ (multi-select) | ✓ (single picker) |
| Account | ✓ (multi-select) | ✓ (single picker) |
| Amount range | ✓ (min / max + preset chips) | ✓ (min / max) |
| Transaction type | ✓ (All / Spending / Income) | ✓ (All / Expense / Income) |
| Needs review | ✓ (switch: only transactions to review) | ✓ (All / Reviewed / Needs review; iOS 1.10 and later) |
| Show hidden | ✓ (toggle) | ✓ (toggle) |
| Recurring (All / Recurring / One-off) | ✓ | ✗ |
| Internal transfers (All / Transfers / No transfers) | ✓ | ✗ |
| Note (All / With note / Without note) | ✓ | ✗ |
| Merchant picker | ✗ | ✓ |
| Status (Posted / Pending) | ✗ | ✓ |

Both platforms mark the filter control while any filter is active, so you can see at a glance that the list is narrowed. On the web it also carries the number of active filters.

<Note>On iOS the filter sheet opens with Date range, Category, Sort by, Group by, Time period and Transaction type. **Time period** is not a date filter - it sets how wide each group is when you group by time: Daily, Weekly or Monthly. Account, Merchant, Amount range, Status, Show hidden and Transactions review (All / Reviewed / Needs review) sit behind **See more filters** - tap it to reveal them. Close the sheet with **Done**, or clear everything with **Reset**.</Note>

<Tip>The iOS filter sheet was rebuilt in Checkr Money iOS 1.9, which dropped the date-range filter. Checkr Money iOS 1.10 brought it back in the filter sheet.</Tip>

## Recurring, transfers, and notes on the web

In **Filters** on the web, three filters each have three choices:

* **Recurring** - only recurring charges, or only one-off ones.
* **Internal transfers** - only money moved between your own accounts, or everything except it.
* **Note** - only transactions you wrote a note on, or only the ones without a note.

Leave a filter on **All** to skip it.

## How to filter by category

Open **Filters** (web) or the filter sheet (iOS), then pick a category under the Category section:

* **On the web** - pick one or more categories (multi-select). Custom categories you have created appear here alongside the standard list.
* **On iOS** - pick a single category from the picker.

The list updates as soon as you apply.

For category-level analysis with a chart, see [Spending by Category](/spending/spending-by-category).

## Viewing and restoring hidden transactions

By default, transactions you have hidden from totals are excluded from the list. To see them again - and restore them if you want - open the Filters panel on either platform and turn on the **Show hidden transactions** toggle. Hidden transactions then appear in the list with a **Hidden from totals** badge below the amount, but they remain excluded from your spending summaries until you restore them.

To restore a hidden transaction:

1. Open Filters and turn on **Show hidden transactions**.
2. Open the hidden transaction's detail view.
3. From the transaction's menu, choose **Unhide** (web) or **Unhide transaction** (iOS).

The transaction is then counted in your totals again on both web and iOS.

## Combining filters

All filters are additive - the transaction list shows entries matching **every** active filter. Combine, for example, a date range with a category and an account to see "everything I spent on Food & Drink from my Chase card last month."

## Clearing filters

<Note>
  **On the web**, you have a few options:

  * The **×** on any active filter removes just that filter.
  * **Clear all** removes every active filter at once.
  * **Reset all** inside **Filters** does the same.
  * If the active filters leave you with no results, the empty-state **Clear all filters** button has the same effect.

  **On iOS** - active filters show as chips above the list. Tap the **×** on a chip to remove just that filter, or open the filter sheet and tap **Reset** to clear everything.
</Note>

<Tip>Active-filter chips are available in Checkr Money iOS 1.10 and later.</Tip>

## Changing a transaction's category

Open a transaction, then:

* **On the web** - use its menu and select **Change category**, or click the category itself.
* **On iOS** - tap the **Category** row.

Either way you can apply the change to just this transaction, or to every transaction from that merchant, past and future.

If none of the built-in categories fits, type a new name and create it as a custom category. Custom categories work the same as built-in ones and appear in the category filter alongside the standard list - see [Custom Category Names](/transactions/custom-category-names).

See [Viewing Your Transactions](/transactions/viewing-your-transactions) for the full list of transaction actions.

<Tip>Use category + date filters together to answer "did I spend more on restaurants this month than last?" - then sort by amount to find the biggest single charges.</Tip>


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