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How to Search and Find Any Receipt Quickly

Prefer a quick visual overview? Here’s the tutorial—then dive into the detailed guide below to get started.

Watch the 1-minute tutorial


🧭 Search by Filters

  1. Navigate to the Receipts All  screen.

  2. Click the Filter icon  to open the filter options.

  3. Define your search criteria, such as:

    • Merchant Name

    • Category

    • Payment Method

    • Date Range

    • Tags

  4. Click Apply Filters to view the filtered results.


This method is ideal for narrowing down receipts based on specific attributes.


🔎 Search by Keywords

  1. Go to the Receipts All screen.

  2. Use the Search Bar at the top.

  3. Enter any information you remember about the receipt, such as:

    • Merchant Name

    • Total Amount

    • Category

    • Payment Method

    • Tag

  4. Press Enter or click the Search Icon to view the results.


This method is useful for quick searches when you recall specific details about a receipt.


💡 Tips for Efficient Searching

  • Use Specific Keywords: The more specific your search terms, the more accurate your results will be.

  • Combine Filters and Keywords: For more refined searches, use both filters and keywords together.

  • Regularly Tag Receipts: Tagging receipts with relevant keywords can make future searches more efficient.


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