In transactions, currently it is not possible to do a search using a dollar amount figure ($00.00). Could this be added as an option for searching?
complete
Jason Russell
complete
Transaction search is now much improved. See our changelog for more details. https://finwise.canny.io/changelog/improved-transaction-search
Jason Russell
in progress
Jason Russell
Hi marcia bowsher, you should be able to filter on amounts here. Let me know if this works for you?
m
marcia bowsher
Jason Russell. Oh, wow, I apologize; I was used to going straight to the search box, which I'd been using for non-numeric searches. Totally did not occur to me to check the filters.
MH
Jason Russell < Jason, as a long time 22seven user, i appreciate that the search box could be used to find any match based on what I type in the search box: an amount, a tag, a description, or even wildcard.
It would really be useful to have this type of feature applied to the search box - it just makes it so much more efficient then needing to do so many clicks by populating the search parameter box. I created a new request today to ask if the search parameters can be saved for future use - which is what 22seven does not have - but because the search box is so versatile, I rarely need to use their parameter function.
Example today: Needed to find 4 transactions with the same amount (2 purchases and 2 refunds) and in 22seven (I continue to A/B test both products), it was quick. in Finwise, I had to scroll (because it was faster than putting in the parameters) and then found the refund transactions but from a different name than the credit card transaction.
Thx for the consideration.
Jason Russell
MH thank you for the feedback and suggestion here. I will take a closer look at 22Seven and see how we can improve FinWise from it.