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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.
FilterWebiOS
Merchant search✓ (top of list)✓ (top of list, also matches category)
Date range✓ (presets + custom)✓ (presets + custom)
Category✓ (multi-select)✓ (single picker)
Account✓ (multi-select)✓ (single picker)
Amount range✓ (min / max + preset chips)✓ (min / max)
Transaction type✓ (All / Spending / Income)✓ (All / Expense / Income)
Merchant picker—✓
Status (Posted / Pending)—✓
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).
  • 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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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
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.