Search-first transaction workflow
Search-first transaction workflow
Fiscal Flowcast is built for power users who want to find and fix transactions quickly in the browser — without a native app.
Quick search
- Open Transactions and press / to focus the search box (desktop).
- Search matches descriptions, notes, and related fields in your current filters.
- Use the Merchants tab to see top payees by spend for the date range, then click a row to filter the list.
Keyboard shortcuts (desktop)
- / — focus search
- j / k — move between transaction rows
- c — edit the highlighted transaction
Bulk categorize
Select multiple transactions, open Bulk categorize, review the list, then apply one category. See Categorizing transactions for how on-device suggestions and category rules work.
Dismiss the shortcut hint
On desktop, Transactions may show a banner listing these shortcuts. Dismiss it when you no longer need the reminder — shortcuts still work.
Related articles
- Recording TransactionsLearn how to record income, expenses, transfers, and investment transactions.
- Merchant spend by payeeSee where you spend most by payee (Merchant field or Description fallback) on the Dashboard and Transactions Merchants tab.
- Categorizing transactionsUse categories, bulk categorize, category rules, and on-device memory — without AI or cross-device sync.
- Exporting Your DataExport reports and data in CSV, PDF, Excel, or JSON depending on your plan.
- Web-first access (no native apps)Use Fiscal Flowcast in modern browsers on desktop and mobile — native iOS/Android apps are not offered.