Words together means all of them. AND, OR and NOT in capitals, "quotes" for an exact phrase, and brackets to group. Searching happens in your browser. What you type is not sent anywhere.
❓ Troubleshooting
"Chrome Required" message: This app only works in Chromium-based browsers such as Chrome. Safari and Firefox do not support the File System Access API.
Transactions showing wrong category: Check the rule displayed under the transaction. If an unwanted rule is matching, edit or delete it in the Insights tab. Rules with more terms or longer keywords take priority. If it shows Set by you, the category was set by hand on that transaction — click the category to change it or hand it back to automatic.
Missing transactions after processing: Some PDF formats extract imperfectly. Try the ✏️ rename button to fix descriptions, or delete the cache file and reprocess.
Report truncated: Very large datasets may hit the AI's output limit. Try narrowing the date range.
Black/blank Overview: Click any tab and then click Overview again. The chart library occasionally needs a refresh after tab switches.
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