Find Transactions: turn a filter into answers

The investigative report — filter once, review from every angle

Screenshot of the YAFFA find transactions filter sidebar with date range, category, payee, account, and tag selectors
Screenshot of the YAFFA find transactions list tab showing the matching transactions with date, type, payee, category, and amount
Start With A Question

Filter by date, category, payee, account, or tag

A large transaction history is hard to review record by record. Find Transactions lets you narrow it down first — a date range, and optionally a category , payee , account , or tag — and reload to get the matching set. Your filters are reflected in the page URL, so you can bookmark or share a specific analysis, and the same filter combination is cached for the rest of your browser session to avoid unnecessary reloads.

One filtered set, five ways to look at it

Once your filter returns a result, you move between tabs without changing the underlying query — useful for comparing a summary view against the raw list, or a chart against a table, while investigating the same question from different angles.

Screenshot of the YAFFA find transactions summary tab showing transaction counts and totals grouped by type and currency
Summary — counts and totals for the filtered set, grouped by type and currency.
Screenshot of the YAFFA find transactions category charts tab showing a pie chart of withdrawals by category
Category charts — a percentage breakdown of withdrawals (or deposits) by category.
Screenshot of the YAFFA find transactions timeline charts tab showing monthly spending and income bars with a cash flow line
Timeline charts — monthly spending and income bars with a running cash flow line.
Screenshot of the YAFFA find transactions monthly breakdown tab showing category totals by month with an option to show percentages
Monthly breakdown — category totals by month, with an option to switch to percentages.

Drill down without losing context

From the monthly breakdown, clicking into a specific month narrows the current result set in place rather than starting an entirely new query — so you can go from a category spike in one month straight to the individual transactions that caused it, all within the same investigation. A left-hand sidebar hosts the filters and can be collapsed at any time to give the charts and tables more room.

This report is best for investigating what already happened. For a trend view of the overall direction of your finances, see the cash flow report .

Explore YAFFA

More features and further details

Check out other features of YAFFA personal finance application, or learn more by reading the detailed documentation.

Features

Learn more about the features of YAFFA personal finance application

Learn More about Features

Documentation

Read detailed guides how to get started with YAFFA personal finance application.

Learn More about Documentation

Cash Flow Report

Step back from individual transactions to see monthly balance change and running total over time

Learn More about Cash Flow Report

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