Filtering transactions by account

Jeff Webb

July 09, 2026 20:26

I have two accounts feeding into Every Dollar. When I look at my cleared transactions in Every Dollar, I can’t easily tell which account a transaction is coming from. It would be nice to be able to isolate an account and see new / cleared transactions for just a selected account. 

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  Tod Johnson

  August 01, 2026 23:08

  This should work in every transaction list.

  This is especially useful for adding budget items to new transactions if two people share a budget and have different bank accounts. Each person can filter the New transactions list to show only their own accounts. Now adding budget items for only your accounts is easy. Just do all of them in the filtered list.

  If the filter is portions of the account name, like the search bars, and this is combined with my post “Accounts: Nickname for connected accounts” it can be easy to filter for only your accounts. Add account nicknames of “His …” and “Her …” and filter for His or Her.

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