Subtotal Transactions Searches
Juliet
Merged in a post:
Total the amount when filtering
K
Karen
Add a total amount when filtering transactions based on a certain criteria. For example, I was searching for amounts tagged for charitable donations for tax purposes and had to total the transactions manually. Adding a total field would alleviate manual totals.
Juliet
Merged in a post:
Total dollar amount for filtered transactions
K
Kelsey
I'd like to be able to see the total dollar amount for filtered transactions.
Juliet
Merged in a post:
Totaling transcations
A
Abdurazak
When filtering transaction by category and date it would be nice to have a summation of the selected data points. For example, I want to know how much in the past year I spent on X (Charity, Shopping, etc.). I can currently add the dates and the category but I have t download the data and use excel to sum it up.
Thank you.
Juliet
Merged in a post:
Total
J
Joy
Total of all selected transactions
Juliet
Merged in a post:
Auto sum checked transactions
J
Jesse
I want to quickly add up how much I spent on vacation. I checked a bunch of the transaction and I would like it to auto present the sum (much like Excel)
Juliet
Merged in a post:
Show transaction total as they are selected in TRANSACTIONS
D
Dennis
Juliet
Merged in a post:
Sum of Transactions
chris pratt
I'd like a sum of all searched transactions, or any selected transactions from a search.
Juliet
Merged in a post:
Subtotals
A
Alex
Subtotal Searches Filters
Juliet
Merged in a post:
Filtered results should have a "quick total" feature
A
Andris
When looking at specific categories of spending, I should have a quick "total up" button. For example, I am looking at all Education related expenses from 2025, it would be wonderful to gather that data and then quickly total up all of those filtered results. Alternatively, it would be fantastic to have a "download spreadsheet" button so that I can download the filtered period that I am looking at and use that data with AI however I want.
Juliet
Merged in a post:
Totals on transaction search
W
William
Add subtotals to the transaction search screen, for example if I search for "cell phone" in categories, and it pulls up all charges for cells phone, show me the total spend at the bottom of the list.
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