As your list of expenses grows, keeping track of specific entries can become time-consuming. Adam provides smart search and filter features in the Expenses Table to help you locate the exact records you need, fast and accurately.
1. Using the Search Bar
At the top of your Expenses Table, you'll find the Search Bar. Use this to instantly search through your expenses using keywords like:
Title (e.g., “Expense for airtime and internet”)
Vendor name (e.g., “Fast Network”), etc.
Tip: The search is flexible and returns all matches in real time as you type.
2. Filtering by Date
Use the Date Filter to narrow down bills to a specific period. You can choose from preset options like:
Custom Range (manually pick start and end dates)
Today
This Week
This Month
This Year, etc.
3. Filter by Expense Categories (COA)
To focus on a specific account type, such as operating expenses or cost of goods sold, use the Category Filter at the top of the Expenses Table.
Here’s how:
Click the All Category dropdown.
Select the high-level account type:
Expenses – e.g., Rent, Utilities, Salaries
Cost of Goods Sold (COGS) – e.g., Raw Materials, Production Costs
The table will refresh to display only transactions tied to the selected category.
This filter is based on your Chart of Accounts, so it reflects how your accounts are structured.