ZerosumZerosum
Mar 29

Saved Presets for Transaction Search Filters

Similar to the saved Income v Expenses presets but saving regularly used searches and across needed time periods. This would be especially useful to me if used in conjunction with the proposed tag feature.
CompletedCompleted
Mar 30, 2026

This is now implemented :)

Mar 30, 2026

I don't know how you do it! My tests are all working perfectly. You are removing any reasons to use Actual or BFB! And streets ahead of YNAB. Another arrow in the quiver to make Zerosum the king of envelope budgeting reporting!

Mar 30, 2026

The functionality was mostly already there from the Analytics filter presets, just needed a bit of tweaking to make it work for transactions too!

Completed
changed status toCompleted·Mar 30, 2026
Progress
changed status toIn Progress·Mar 30, 2026
Planned
changed status toPlanned·Mar 30, 2026
Mar 30, 2026

This is something I can for sure add. The idea of having Filter Presets for Analytics and Transactions sounds like a good idea :)