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Filtering and Search

Arthalekha provides powerful filtering and search capabilities to help you find specific transactions and analyze your financial data. These tools work across incomes, expenses, and transfers.

Overview​

Filtering lets you narrow down transaction lists based on:

  • Date ranges
  • Accounts
  • People
  • Tags
  • Text search

Combined filters help you answer questions like:

  • "How much did I spend on food last month?"
  • "What did Mom spend in January?"
  • "All rent payments this year"

Available Filters​

Date Range Filter​

Filter transactions by time period:

OptionDescription
From DateShow transactions on or after this date
To DateShow transactions on or before this date

Common uses:

  • This month's transactions
  • Last quarter's spending
  • Year-to-date income

Account Filter​

Show transactions for a specific account:

  • Filter expenses from your credit card
  • View income to your salary account
  • Check transfers involving savings

Account Status Filter​

When viewing the accounts list, you can filter by status:

OptionDescription
Active OnlyShows only active (non-deleted) accounts
All (Including Deleted)Shows both active and deleted accounts
Deleted OnlyShows only deleted accounts

This is useful for:

  • Viewing accounts you've previously deleted
  • Restoring accidentally deleted accounts
  • Reviewing historical account data

Person Filter​

Show transactions for a specific person:

  • View Dad's expenses only
  • Check Mom's income
  • Compare individual spending

Tag Filter​

Show transactions with a specific tag:

  • All "Food" expenses
  • All "Salary" income
  • All "Subscription" payments

Text Search​

Search within transaction descriptions:

  • Search for "Netflix" to find subscription
  • Search for "grocery" to find shopping trips
  • Search for vendor names

Using Filters​

Basic Filtering​

  1. Go to the list view (Incomes, Expenses, or Transfers)
  2. Look for filter controls at the top
  3. Select your filter criteria
  4. The list updates automatically

Combining Filters​

Filters work together (AND logic):

  • Date range + Account = Transactions from that account in that period
  • Person + Tag = Transactions by that person in that category
  • All filters combined = Very specific results

Default Filters​

By default, lists typically show:

  • Current month's transactions
  • All accounts
  • All people
  • All tags

You can change these to view different data.

Filter Combinations for Analysis​

Monthly Category Spending​

To see how much you spent on food last month:

  1. Set date range to last month
  2. Filter by tag: "Food"
  3. View total at bottom (or calculate from list)

Person's Monthly Activity​

To see what a family member spent:

  1. Set date range to desired month
  2. Filter by person
  3. See all their transactions

Account Activity Over Time​

To see all activity on an account:

  1. Filter by account
  2. Set date range to desired period
  3. Review all transactions

Specific Vendor or Service​

To find all payments to a specific vendor:

  1. Use text search with vendor name
  2. Optionally filter by date range
  3. See all matching transactions

Search Tips​

Effective Searching​

For best results:

  • Use keywords from descriptions
  • Try partial words (e.g., "Netf" for Netflix)
  • Search is case-insensitive

What's Searched​

Search looks in:

  • Transaction descriptions
  • Does NOT search in amounts, dates, etc.

Search Examples​

Search TermFinds
"Netflix"Netflix subscription payments
"grocery"Grocery shopping transactions
"HDFC"Any transaction mentioning HDFC
"dinner"Dinner outings

Filter Persistence​

Within a Session​

Filters typically persist as you:

  • Navigate between pages
  • View individual transactions
  • Return to the list

URL Parameters​

Filters are often reflected in the URL:

  • Bookmarkable filtered views
  • Shareable links with filters
  • Back button returns to filtered state

Filtering for Reports​

Monthly Reports​

Set up filters for regular reporting:

  1. Set date range to reporting period
  2. Apply relevant filters
  3. Review or export data
  4. Save the filter combination for next month

Category Analysis​

Analyze spending by category:

  1. Filter by tag (category)
  2. Set date range (month, quarter, year)
  3. Review totals and patterns
  4. Export for detailed analysis

Person Reports​

Generate per-person reports:

  1. Filter by person
  2. Set date range
  3. Export to CSV
  4. Share with family member

Advanced Filtering​

Use filtering to analyze trends:

  1. Filter same criteria for different months
  2. Compare the results
  3. Note increases or decreases

Finding Anomalies​

Use filtering to spot unusual transactions:

  1. Filter by category
  2. Sort by amount
  3. Review high-value transactions

Budget Tracking​

Use filtering for budget tracking:

  1. Filter by category
  2. Set date range to budget period
  3. Compare actual to budget

Best Practices​

Consistent Tagging Enables Filtering​

For effective tag filtering:

  • Tag all transactions consistently
  • Use the same tag for similar items
  • Review and clean up tags periodically

For effective searching:

  • Use descriptive transaction descriptions
  • Include vendor/service names
  • Be consistent with terminology

Regular Filtered Reviews​

Schedule regular reviews using filters:

  • Weekly: Quick check of all transactions
  • Monthly: Category-by-category review
  • Quarterly: Trends and comparisons