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How to filter my transaction history in Qonto ?

 

You'll find in the History section from your Qonto app that you can easily filter transactions by payment method, a range of date, amount, custom labels, existing receipts or invoices, etc.

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Once you're satisfied with your filter selection, you can export the transactions information to another software.

Here are a couple of examples of how you can use filters: 

Find last month's transactions

If you'd like to export your transactions from last month:

  • You can filter by date and set the values From: to the first day of the month and To: to the last day.
  • Use the Status: Completed to exclude all pending or rejected transactions
  • Make sure you apply the filters to the export settings.

See only income sources or spendings

To do so, you can filter through amount :

  • To see income sources only: input "0" in MIN. AMOUNT.so that only >0 transactions will be displayed in the results.
  • To see spendings only : input "0" in MAX. AMOUNT to display <0 transactions in the results. 

Ease and prepare your accounting

You can speed up your bookkeeping by attaching your receipts to your payments. To quickly identify the transactions with a missing attachment, you just need to use the "Missing receipt(s)" filter.

☝️ Good to know: There is an automatic VAT detection.

 

Do you still have questions?

If you can't find the answer to your question in our FAQ, you can always contact us. We will answer you shortly!