# How do I filter transactions in CounselPro?

> Use the filter bar above the Transactions ledger. Click Add Filter to narrow by field, type in Search for quick text, then export the filtered set to CSV.

The [Transactions tab](https://www.counselpro.ai/docs/review-your-clients-transactions) can hold thousands of rows across every account. The filter bar above the ledger is how you cut that down to the rows you care about, whether that is one account, one month, or every transaction over $10,000.

## How do I narrow the transaction ledger by field?

Click Add Filter, pick a field, and set the value you want. The ledger updates right away.

> _Screen: The filter bar above the Transactions ledger. Click Add Filter to pick a field, then set its value. Filters stack, so each one narrows the ledger further._

You can filter by any of these fields:

- **Date**, to pull one statement period or a custom range
- **Amount**, to find everything above or below a figure
- **Category** and **Category Detail**, to isolate a spending type
- **Kind**, to show only money in (credit) or money out (debit)
- **Merchant** and **Description**, to track a specific payee
- **Account**, **Account Owner**, **Account Type**, and **Institution**, to focus on one account or one bank
- **Document Name** and **Page Number**, to trace rows back to a single statement

Add as many as you need. Filters stack, so **Account Type is Checking** plus **Amount over 5,000** shows only the large checking-account transactions. To take a filter off, remove its chip on the left of the bar.

## How do I search transactions by name?

Use the **Search** box next to Add Filter for quick, free-text lookups. Type a payee, a check memo, or any text and the ledger drops to the rows that match. Search is the fast way in when you know the name you are looking for; filters are better when you want every row that fits a rule.

## How do I export filtered transactions to a spreadsheet?

Click **Export** to download the ledger as a CSV. The export respects whatever you have on screen, so if you filtered to one account and searched for a payee, only those rows come out. That makes it easy to hand an expert a clean set or drop the numbers into your own spreadsheet.

Filtering and searching only change what you see, so when a transaction is wrong rather than just hidden, [recategorize or edit it](https://www.counselpro.ai/docs/recategorize-a-transaction) instead of filtering it out of view.

> **Note:** Filters and search never change your data. They only change which rows appear in the ledger.

Source: https://www.counselpro.ai/docs/filter-transactions