> ## Documentation Index
> Fetch the complete documentation index at: https://help.mytruv.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Filtering Your Transactions

> Narrow your transaction list down by date, category, account, amount, type, and more.

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.

## Where filters live

<Note>
  **On the web** ([app.mytruv.com](https://app.mytruv.com/login)) - 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.
</Note>

## What you can filter by

Both platforms cover the core dimensions; iOS exposes a couple more.

| Filter                    | Web                          | iOS                                    |
| ------------------------- | ---------------------------- | -------------------------------------- |
| 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)             |
| Show hidden               | ✓ (toggle)                   | ✓ (toggle)                             |
| 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.

## 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](/spending/spending-by-category).

## 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.

## 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."

## Clearing filters

<Note>
  **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**.
</Note>

## Changing a transaction's category

<Note>Changing a category is **web only** today. Coming soon to iOS.</Note>

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](/transactions/viewing-your-transactions) for the full list of transaction actions.

<Tip>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.</Tip>