Search

Search is the app-wide finder in the top bar. Use it to jump to accounts, dashboards, pages, transactions, smart rules, and account settings without browsing the side navigation.

How-to

Open search

1. Click Search in the top bar, or press ⌘K (Mac) or Ctrl+K (Windows and Linux).
2. Type what you are looking for.
3. Choose a result, or press Esc to close.

Pressing the same shortcut again closes search if it is already open.

Find and open a result

1. Open search.
2. Type part of a name (for example an account, a dashboard, a page, or a smart rule group).
3. Move through the list with the up and down arrow keys, or with the pointer.
4. Press Enter or click the result to open it.

Each result shows a category chip so you can tell whether it is an account, a page, and so on.

Look for a term in transactions

1. Open search.
2. Type the text you want to find in transactions.
3. Choose the Transaction result labeled Look for "..." in transactions.
4. The Transactions page opens with that text applied as a keyword filter.

Reference

Shortcut and keyboard helpers

• ⌘K / Ctrl+K - Open or close search.
• Arrow keys - Move through results (to navigate).
• Enter - Open the highlighted result (to use).
• Esc - Close search (to dismiss).

Result categories

Selecting a result closes search and takes you to that place:

• Account - Opens the account page for that account.
• Dashboard - Opens that dashboard.
• Page - Opens a main or Settings page (for example Transactions, Prices, Import, Preferences, Commodities, or Smart Rules).
• Transaction - Opens Transactions and looks for your search text there.
• Smart Rules - Opens that smart rules group.
• Account settings - Opens the account under Settings > Accounts so you can manage it.

If nothing matches, search shows No results found.