Filters and saved views

The All Transactions tab gives you composable filters over your full history — and any combination you find yourself using repeatedly can be saved as a named view and reloaded with one tap.

Filters live in the page's address bar, so a filtered list survives a refresh, works as a shareable link, and is still there when you navigate back.

How it works

Filter dimensions

Filters are always visible as chips on the page — no hidden modal. Date, Account, Category and Type get one-tap quick-access buttons; everything else lives under "+ Filter".

• Date range — this week, last week, this month, last month, last 3 months, this tax year (April–March), last tax year, or a custom range.
• Account — grouped by owner, archived accounts collapsed. Multi-select.
• Category — searchable, grouped by budget group. Selecting a group selects every category within it. Multi-select.
• Type — Expense, Income, Transfer, Debt repayment. Multi-select.
• Status — Needs review, AI categorised, Returned payment, Has note. Multi-select.
• Amount — a minimum and maximum in pounds.
• Project — your active projects, plus "No project" for untagged transactions. Only shown when you have projects.
• Business — a toggle for sole traders, only shown for self-employed users.

Search works alongside filters: merchant names, category names and notes, or type an amount like "42.50" to find transactions within £1 of that value. If a search finds no direct matches, keel falls back to category synonyms — searching "tesco" can surface Groceries.

Active filters appear as chips with an × to remove each one, plus "Clear all". Picker sheets apply changes when you close them rather than updating the list as you tap — calmer on mobile.

Filters live in the URL

The address bar is the source of truth for your filter state. That means:

• Refreshing the page keeps your exact filters.
• Copying the link shares the filtered view with your household.
• Navigating to a transaction and back returns you to the same filtered list.

Saving a view

When any filter is active, "Save current view" appears in the filter menu. Give the view a name — "Joint account this month", "Big purchases", "Needs review" — and it appears as a chip you can tap any time to apply those filters instantly.

• Default view. Set one view as your default and it loads automatically whenever you open the Transactions page.
• Managing views. Long-press a saved view chip to rename it, delete it, set it as default, or toggle sharing.

Personal vs shared

Views are personal by default — your saved views and your default are yours alone. Couples often need different working lenses on the same data, so keel doesn't force one shared set.

Toggle a view to shared and it becomes visible to both household members. Each person still sets their own default — there's no household-level default.

Limits: 5 personal views plus 5 shared views per household.

Good to know

• If a saved view references a category, account or project you've since deleted, the chip shows "Removed category" (or equivalent) and the view can still be edited and re-saved.
• Search currently looks through the transactions you've already loaded. On a long history, tap "Show more" first to widen the searchable window.
• When you only have one account, the account filter is hidden — there's nothing to filter by.

FAQ

Can I edit a saved view's filters? Apply the view, adjust the filters, then save again under the same name.

If I share a view, can my partner change it? Shared views are visible to both members. Each person manages their own personal views; shared views are household objects.

Why is there a limit of 5 personal and 5 shared views? Views are meant to be your working lenses, not an archive. A short list stays scannable; if you hit the cap, it's usually a sign one view has gone stale.