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How to Filter Transactions Quickly in Sumung

Filtering is especially useful when managing accounts with a high volume of transactions, letting you narrow the table down to exactly what you're looking for.

Steps

  1. Open the account's Review Transactions, Posted Transactions, or Statements tab.
  2. Use the search bar to filter by payee, date, or amount.
  3. On Review Transactions, click a status pill (All/Needs Attention/Suggested/Escalated/Completed) to narrow by status.
  4. Clear the search bar or click "All" to return to the full list.

Good to Know

Efficient filtering helps you focus on exactly the lines that need a decision, instead of scrolling through everything that's already resolved.

Related Articles

  • How to Review Transactions in Sumung
  • How to Understand Status Counters in Sumung
  • How to Resolve Unmatched Transactions in Sumung

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