Finsplore

Search Finsplore

Find an account, transaction or goal from anywhere in Finsplore, and jump between pages.

The search box at the top of every page finds your accounts, transactions and goals, so you can get to what you need without clicking through menus.

  1. Click Search at the top of the page, or press Ctrl K (⌘K on a Mac).
  2. Type what you are looking for, such as a merchant name, an amount, a date or a goal name.
  3. Use the arrow keys to move through the results and press Enter to open one, or click it.

Press Esc to close search.

Before you type, search shows your Recent picks and shortcuts under Go to, such as Accounts, Transactions, Track, Goals and Budgets.

The rest of the top bar

  • ? opens help for the page you are on.
  • The bell shows your notifications. A number on it means you have unread ones. See View your notifications.
  • The gear opens Settings.
  • + lets you create something new, such as a goal.

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