Is there an advanced search option? (Pro)
Ashleigh Rockwell avatar
Written by Ashleigh Rockwell
Updated over a week ago

Hurdlr Pro offers an advanced search feature for income, expenses, and mileage, which allows users to filter and search their data by date, bank account or credit card, vendor, amount, category, type, business, client, notes, and more.

To use the advanced search:

  1. Log into the web app on your computer at web.hurdlr.com/login

  2. Go to the Income, Expense, or Mileage page (select along the left side of the screen)

  3. Click the blue drop-down arrow in the search bar

  4. Enter the filters and search criteria you want to apply (Note: you can select as many different search criteria as you’d like)

  5. Click the "Search" button at the bottom and Hurdlr will return the data meeting your search criteria

If you’d like to search for transactions from a specific bank account or credit card, you can click the "All Expense/Income" accounts option in the Advanced Search, select one (or more) accounts that you’d like to view transactions for, then click "Search".

Need to reset the search criteria? Just click the "Reset" button at the bottom of the advanced search criteria menu.

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