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The Transactions page on each platform has a rich set of filters so you can answer questions like “what did I spend on dining last month from my Chase card?” without scrolling through everything.

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Where filters live

On the web (app.mytruv.com) - on the Transactions page, the toolbar at the top has the Search field, a Date picker, a Sort control, and a Filters button that opens a popover with the rest.On iOS - on the Transactions tab, tap the filter icon to open the filter sheet.

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What you can filter by

Both platforms cover the core dimensions; iOS exposes a couple more. The web shows an active filter count badge on the Filters button so you can see at a glance how many filters are active.

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How to filter by category

Open the Filters popover (web) or the filter sheet (iOS), then pick a category under the Category section:
  • On the web - pick one or more categories (multi-select). Custom categories you have created appear here alongside the standard list.
  • On iOS - pick a single category from the picker.
The list updates as soon as you apply. For category-level analysis with a chart, see Spending by Category.

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Viewing and restoring hidden transactions

By default, transactions you have hidden from totals are excluded from the list. To see them again - and restore them if you want - open the Filters panel on either platform and turn on the Show hidden transactions toggle. Hidden transactions then appear in the list with a Hidden from totals badge below the amount, but they remain excluded from your spending summaries until you restore them. To restore a hidden transaction:
  1. Open Filters and turn on Show hidden transactions.
  2. Open the hidden transaction’s detail view.
  3. From the three-dot menu, choose Unhide from totals.
The transaction is then counted in your totals again on both web and iOS.

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Combining filters

All filters are additive - the transaction list shows entries matching every active filter. Combine, for example, a date range with a category and an account to see “everything I spent on Food & Drink from my Chase card last month.”

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Clearing filters

On the web, you have a few options:
  • The × next to any active filter chip above the list removes just that filter.
  • Clear all at the end of the chip strip removes every active filter at once.
  • Reset all at the bottom of the Filters popover does the same from inside the popover.
  • If the active filters leave you with no results, the empty-state Clear all filters button has the same effect.
On iOS - open the filter sheet and tap Reset.

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Changing a transaction’s category

Changing a category is web only today. Coming soon to iOS.
On the web, open a transaction’s detail panel, then either click the category chip or use the three-dot menu and select Change category. You can apply the change to:
  • Just this transaction, or
  • Every transaction from the same merchant - past and future
If none of the built-in categories fits, type a new name in the search field and select Create to add it as a custom category. Custom categories work the same as built-in ones and appear in the category filter alongside the standard list. See Viewing Your Transactions for the full list of transaction actions.
Use category + date filters together to answer “did I spend more on restaurants this month than last?” - then sort by amount to find the biggest single charges.