App Search

In simple terms: how to search for transactions, accounts, tags, plans, and goals using the unified search, what appears in the results, and where each one leads. Technical details are in backend/apps/api/views/search.py (endpoint /api/v2/search/).

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Key Highlights

• Unified search across the entire app: a single query searches for transactions, accounts, tags, scheduled plans, and goals.
• Results are immediately grouped (Transactions · Accounts · Tags · Plans · Goals), with a few most relevant matches in each.
• Search starts from 3 characters and updates on the fly as you type.
• Tapping a result leads directly to it: a transaction opens for editing, an account/tag filters the transaction list, a plan and goal open their respective screens.

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Where to Find It

• Mobile App: Magnifying glass icon in the header of the ‘Transactions’ screen. Opens a separate search screen with an input field.
• Web: Search bar in the top panel (Topbar) — results appear in a dropdown list directly below the bar.

How to Use

1. Open search and start typing — for example, coffee, Main Bank, #food, or an amount like 500.
2. Grouped results appear from the third character. Shorter queries won't find anything (this is normal).
3. Tap the desired result — the app will navigate to it (see below).
4. To see all matching transactions in a list, select “Show all results for…” (or press Enter on the web).

What and How to Search

Search spans multiple fields simultaneously:

• Transactions — by description/note, by account name, by tag name, and by amount. You can enter amounts with or without a currency symbol (500, $500, € 1 200); the minus sign is considered. An integer (500) finds amounts in the range of 500 to 501; with cents (500.49) finds an exact match.
• Accounts, Tags, Plans, Goals — by name.

Search operates on the current group (the one currently active): transactions from other groups are not included in the results.

Where Each Result Leads

• Transaction — opens the ‘Transactions’ list, scrolled to that transaction: the row appears centered on the screen and is highlighted for a few seconds. If the transaction is deep in history (or is a collapsed leg of a transfer that doesn't have its own line), its editing card opens instead of scrolling.
• Account — the ‘Transactions’ list with the filter for this account already applied (the counter on the filter button indicates it’s active; to remove, use the same button).
• Tag — list of transactions with the filter for this tag already applied.
• Plan — the scheduled plan screen.
• Goal — the goal screen.
• “Show all results for…” — a list of all transactions matching your text query; also shown as a dismissible banner.

If Nothing Was Found

• Check that you entered at least 3 characters.
• Search matches parts of words but doesn't correct typos — try a shorter or different fragment.
• If a search error occurs — check your internet connection and try again.