# Find and categorize transactions

> Filter your transactions down to what you need, fix categories one at a time or in bulk, and see the totals for any slice.

- Purpose: Keeps every transaction findable and in the right category, because the budget, insights, and reports are only as accurate as those categories.
- Section: Transactions
- Plan: Partly free, partly paid (the article says which)
- Platforms: Web
- Where in the app: `/transactions`
- Last updated: 2026-11-13
- Web page: https://copiacash.com/help/transactions

The Transactions page lists every transaction from your connected and manual accounts, newest first. It is where you find a purchase, put it in the right category, and see what a group of transactions adds up to. Getting categories right here is what keeps the budget honest, so we put most of the cleanup tools on this page.

![The transactions table filtered to Category is any of Food & Dining, listing merchants with logos, dates, amounts, and categories](https://copiacash.com/help/transactions/filtered-list.webp)

*Transactions filtered to Food & Dining. Each filter is a chip above the table.*

## Filter the list

Choose **Add filter** (or press **F**) and pick a field, such as description, date, amount, account, category, merchant, or tags. Each filter becomes a chip you can change or remove, and **Clear** removes them all.

![The Add filter menu listing Anything, Description, Date, Day of week, Amount, Purchase size, and Notes](https://copiacash.com/help/transactions/add-filter.webp)

*Add filter lists every field you can filter on. Anything searches them all.*

![Choosing Add filter, picking Description, and typing Starbucks, which narrows the table to Starbucks purchases](https://copiacash.com/help/transactions/filter.webp)

*Adding a description filter to find every Starbucks purchase.*

- **Search everything.** **Ctrl+F** on the list searches every field at once, ignoring case and punctuation.
- **Dates that stay current.** Date filters can be relative, like **Last 30 days** or **1 month ago**, so a saved link still shows recent transactions next week.
- **All of or Any of.** With two or more filters, choose whether a transaction must match all of them or just one.
- **Apply only this filter.** A chip’s menu can drop every other filter in one step.

The totals bar under the filters shows how many transactions match, the dates they span, and money in, money out, and net for the whole filtered list, not only the rows on screen.

## Change a category

Click the category on any row, search for the new one, and pick it. The change saves right away. A toast then offers the next step.

![Clicking the category on a Starbucks purchase, searching Coffee, and picking Coffee Shops. A toast confirms the move and offers Undo and Create rule](https://copiacash.com/help/transactions/categorize.webp)

*Moving a Starbucks purchase to Coffee Shops. The toast offers Undo and a rule for next time.*

- **Undo** puts the old category back.
- **N others like this** counts other transactions with the same description and a different category. **View** shows them, and **Move all** moves them too.
- **Create rule** opens a rule with this description and category filled in, so future transactions land in the right place on their own. See [Transaction rules](/help/transaction-rules).

![A toast reading Starbucks moved to Restaurants, 22 others like this are in different categories, with Undo, View, Create rule, and Move all 22](https://copiacash.com/help/transactions/category-toast.webp)

*The toast after a change offers to move similar transactions or create a rule.*

## Change many transactions at once

Hover a row to show its checkbox, or use the checkbox in the header to select everything that matches your filters, including rows that have not loaded yet. A bar appears at the bottom of the screen with the selection count and these actions:

- **Category** puts every selected transaction in one category.
- **Tags** adds tags, and you can create a new tag right there.
- **Reset** puts the bank’s original values back.
- **Delete** appears when every selected transaction is one you added yourself.

Copia asks before changing more than 25 transactions, or before changing everything with no filter set.

![Three selected transactions with checkmarks, and a floating bar reading 3 selected, −$164.59, with Clear, Category, Tags, and more actions](https://copiacash.com/help/transactions/bulk-actions.webp)

*The selection bar shows how many rows you picked and what they add up to.*

## Open a transaction

Click a row to open its details on the side. The panel shows the merchant, date, account, amount, category, and tags, any rules that changed it, a linked receipt and how it splits across categories, and your notes. The last line says where the transaction came from, such as "Imported from chase.csv".

![Transaction details for a $57.34 Speedway purchase: type, category, tags, rules, the linked receipt, and its budget split between Gas (Fuel) and Other Food & Dining](https://copiacash.com/help/transactions/details-panel.webp)

*A transaction with a linked receipt split across two categories.*

> **Plans**
>
> Filtering, categorizing, bulk changes, and export are free. **Reset to original**, which puts back the bank’s values for one transaction or a filtered set, is part of the paid plan.

## Common questions

### Why can I not delete a transaction?

Only transactions you added yourself can be deleted. Transactions from a bank connection cannot, but you can still recategorize them, tag them, or reset them to the bank’s values.

### How do I undo a bulk change?

Every bulk action from the selection bar can be undone for 10 minutes from the toast that confirms it.

### How do I export transactions?

Filter the list to what you want, then choose Export in the top bar. The CSV has the same columns as the import template, plus Notes.