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Searching Accounts

Overview

The accounts search tool allows you to very quickly find your transactions, using either a very simple and fast search system, or using more powerful attribute searches to be more precise.

You'll find the search field in the upper-right corner of your Accounts pages. Just type in your search and you'll get results immediately. The results you see will only include your own accounts -- you'll never see anyone else's transactions, and of course, they won't see your transactions, either.

You can search over any part of a transaction: the merchant or payee, amount, account, tags, or notes. Any of your archived accounts will be included in your results, too. The search results come back looking like any other transaction list in your Accounts tab, and you can edit the results any way you want, or even export them to an Excel or Google spreadsheet.

Attribute search

Sometimes, you may want to search more precisely. For instance, you may be looking for a very particular set of transactions, or you may want to exclude some transactions from your search results. You can search your accounts very precisely and exclude any transactions you don't want by using attribute search.

An attribute search allows you to restrict your search term to one of the parts of the transaction record, such as the merchant, account, or tags. For instance, to search for everything tagged "restaurant," you can use the tag attribute search:

tag:restaurant

Searching with attributes gives you a lot of control over the results you receive. The details below will help you understand the different attribute options you can use.

General rules for attribute search

  • If you use more than one attribute, or a general search term along with one or more attributes, your search will only return transactions that match all of the search terms. For instance, a search for atm tag:fee amount:2 will only return transactions where "atm" appears somewhere in the transaction, and the "fee" tag is used, and the amount is 2.00.
  • If you want to search for everything tagged either "grocery" or "restaurant", you can use parentheses in your search, like so: tag:(grocery restaurant). This will match all transactions tagged "grocery" (even without "restaurant"), as well as all transactions tagged "restaurant" (even without "grocery"). Parenthetic "or" searches like this work on most attributes, and are noted where they do work.
  • Most attributes can be used as arguments to the has: search parameter. For instance, you can find transactions that have a note by searching for has:note. Conversely, you can use no- as a prefix to find transactions that don't have an attribute, such as has:no-note.
  • Text attributes can be excluded from search results by putting a '-' in front of the search term. For instance, you can exclude restaurant items tagged "workexpense" by searching for tag:restaurant tag:-workexpense. Be aware that a search query that only has a negative search will return no results. You have to add at least one search for some to match in order to see results.

Search attribute documentation

account:<text>
account:-<text>
account:(<text1> <text2>)
Searches for transactions in any account where the account name matches <text>, does not match <text> if account:-<text> is used, or matches any one of several <text> options if account:(<text1> <text2>) is used.
Example: account:wells will match transactions in any account with the text 'wells' (case-insensitive) in the account name, such as 'Wells Fargo Checking'.
account:<number>
account:(<number1> <number2>)
Searches for transactions in one specific account, or matches and one of several accounts if account:(<number1> <number2>) is used. The account searched is chosen based on the ID number shown in its URL when you are looking at it on the Wesabe site.
Example: account:2 will match transactions in the account that you see when you look at https://www.wesabe.com/accounts/2.
merchant:<text>
merchant:-<text>
merchant:(<text1> <text2>)
Searches for transactions where the merchant/payee name matches <text>, does not match <text> if merchant:-<text> is used, or matches any one of several <text> options if merchant:(<text1> <text2>) is used.
Example: merchant:amazon will match transactions in any account with the text 'amazon' (case-insensitive) in the merchant/payee name, such as 'Amazon.com'.
amount:<number>
amount:+<number>
Searches for transactions where the amount exactly matches <number>, matches only positive (income) amounts if amount:+<number> is used,
Example: amount:30.00 will match transactions in any account with a debit amount of 30.00. (Note: you may use an optional currency symbol in the search if you want, such as amount:$30.00.)
amount:<number1>-<number2>
amount:<number1>..<number2>
amount:~<number>
Searches for transactions where the amount is in between <number1> and <number2>, inclusive, or matches within 10% of <number> if amount:~<number> is used. You can make an approximate match less precise by using more '~' characters, each of which will increase the range by another 10% (~~~ means "match within 30%").
Example: amount:20-30 will match transactions in any account with an amount between 20.00 and 30.00. (Note: you may use an optional currency symbol in the search if you want, such as amount:$20-$30.)
tag:<text>
tag:-<text>
tag:(<text1> <text2>)
Searches for transactions where one or more tags match <text>, do not match <text> if tag:-<text> is used, or matches any one of several <text> options if tag:(<text1> <text2>) is used.
Example: tag:tax will match transactions in any account with the tag 'tax' (case-insensitive).
sticky-tag:<text>
sticky-tag:-<text>
sticky-tag:(<text1> <text2>)
Searches for transactions where one or more sticky tags match <text>, do not match <text> if sticky-tag:-<text> is used, or matches any one of several <text> options if sticky-tag:(<text1> <text2>) is used.
Example: sticky-tag:restaurant will match transactions in any account with the sticky tag 'restaurant' (case-insensitive).
one-time-tag:<text>
one-time-tag:-<text>
one-time-tag:(<text1> <text2>)
Searches for transactions where one or more one-time tags match <text>, do not match <text> if one-time-tag:-<text> is used, or matches any one of several <text> options if one-time-tag:(<text1> <text2>) is used.
Example: one-time-tag:gift will match transactions in any account with the one-time tag 'gift' (case-insensitive).
note:<text>
note:-<text>
note:(<text1> <text2>)
Searches for transactions where the transaction note matches <text>, does not match <text> if note:-<text> is used, or matches any one of several <text> options if note:(<text1> <text2>) is used.
Example: note:barbara will match transactions in any account with the word 'barbara' (case-insensitive) in the Note field, such as "Lunch with Barbara."
has:merchant
has:tag
has:sticky-tag
has:one-time-tag
has:note
has:attachment
Searches for transactions where the named attribute has a value. Each of the attribute names may be singular (has:tag) or plural (has:tags).
Example: has:attachment will match transactions in any account that have at least one attachment.
 

A note on date searches

Right now, date searching is enabled, but doesn't work as well as we'd like, so it is not in the official documentation above. You're welcome to play around and let us know how it works for you. You can try the attributes on:<date>, before:<date>, or after:<date>, where <date> can be a very wide variety of things -- tomorrow, May 1st, etc.