--- title: Search and Filter Banking Account Transactions description:     You can use the filter options at the top of your screen to quickly sort through transactions based on specific criteria. To change the date range of the transactions you view, use the dropdown m --- [Skip to content](https://pages.docyt.com/knowledge/search-and-filter-transactions#main-content) [![](https://pages.docyt.com/hubfs/Docyt%20logo-3.svg)](https://docyt.com/) - [Help Center](https://pages.docyt.com/knowledge) Open main navigation Close main navigation - [Help Center](https://pages.docyt.com/knowledge) - [Sign in to Docyt](https://app.docyt.com/sign_in) [Sign in to Docyt](https://app.docyt.com/sign_in) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://pages.docyt.com/knowledge?hsLang=en) 2. [Financial Connections](https://pages.docyt.com/knowledge/financial-connections?hsLang=en) 3. [Banking Accounts Transactions](https://pages.docyt.com/knowledge/financial-connections?hsLang=en#banking-accounts-transactions) # Search and Filter Banking Account Transactions     You can use the filter options at the top of your screen to quickly sort through transactions based on specific criteria. ![Group 41](https://pages.docyt.com/hubfs/Group%2041.svg) ### Filter: By Date Range To change the date range of the transactions you view, use the dropdown menu for dates. ![](https://pages.docyt.com/hubfs/Search%20and%20Filter%20Transactions%20_%20Step%202-png.png) ### Filter: By Transactions Description To locate transactions that match specific keywords, enter your search terms into the 'Transaction Description' field. ![](https://pages.docyt.com/hubfs/Search%20and%20Filter%20Transactions%20_%20Step%203-png.png) ### Filter: By Transaction Type You can use the dropdown menu labeled 'Transaction Type' to easily categorize transactions according to their specific types. - All Transactions - Asset Withdrawal - Chargeback - Customer Claims - Equity Investment - Equity Withdrawal - Expense - Liability Payments - Loan Payments - Loan Proceeds - Other Income - Other Receivables - Payroll Charges - Revenue - Revenue Reversal - Transfer - Uncategorized Transactions - Excluded - Vendor Refunds ### Filter: By Banking Account You can use the drop-down menu to sort transactions by specific banking accounts. ![](https://pages.docyt.com/hs-fs/hubfs/Screenshot%202024-03-26%20at%205-20-10%E2%80%AFPM-png.png?width=648&height=578&name=Screenshot%202024-03-26%20at%205-20-10%E2%80%AFPM-png.png) ### Filter: By Amount Use this filter to sort transactions by exact amount or by amount range. ![](https://pages.docyt.com/hs-fs/hubfs/Screenshot%202024-03-26%20at%205-39-30%E2%80%AFPM-png.png?width=651&height=445&name=Screenshot%202024-03-26%20at%205-39-30%E2%80%AFPM-png.png) ### Filter: By Transaction Nature Use this filter to sort transactions based on whether they are 'Split Transactions', 'Manually Added', 'Duplicate Transactions', or 'Verified Transactions'. ![](https://pages.docyt.com/hs-fs/hubfs/Screenshot%202024-03-26%20at%205-42-30%E2%80%AFPM-png.png?width=655&height=666&name=Screenshot%202024-03-26%20at%205-42-30%E2%80%AFPM-png.png) ### Filter: By Documentation This filter sorts transactions as 'Documented Transactions' or 'Undocumented Transactions' based on their supporting documentation status. ![](https://pages.docyt.com/hs-fs/hubfs/Screenshot%202024-03-26%20at%205-42-45%E2%80%AFPM-png.png?width=630&height=559&name=Screenshot%202024-03-26%20at%205-42-45%E2%80%AFPM-png.png) ### Filter: By QBO Push Status This filter sorts transactions based on their status, including 'All', 'Pushed to QBO', 'Push to QBO Disabled', 'Push to QBO Pending', and 'Error in pushing to QBO'. ![](https://pages.docyt.com/hs-fs/hubfs/Screenshot%202024-03-26%20at%205-42-56%E2%80%AFPM-png.png?width=654&height=664&name=Screenshot%202024-03-26%20at%205-42-56%E2%80%AFPM-png.png) - 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