Skip to main content
Saved Search

Saved Search are bank record filters that let users create and store custom criteria for quick and easy access

Updated this week

Q1. How to enable Saved Search

  • Users can switch between regular search mode and saved search mode by clicking the search icon.

Q2. How do I create a Saved Search?

  • Switch to Saved Search mode > Add a New Search > Name your criteria > Select variables, conditions, and values

  • Run your criteria from the Saved Search field.

Q3. What filters can be used?

  • Supported filter criteria include:

    • Amount

    • Date

    • Description

    • Payee

    • Reference

  • Duplicate search filters are not allowed within the same saved search.

Q4. Can I apply multiple saved searches at once?

  • No, only one saved search can be applied at a time. To add more conditions, modify an existing saved search.

Did this answer your question?