The Transactions page can hold thousands of rows. Filters let you narrow it to the handful you need to check: one asset, one account, one category, one date range, or any combination. This guide covers the quick filter chips, the All Filters menu, combining filters with Match All or Any, saving a view you use often, and using a filter to bulk-edit everything it matches.
Where to find the filters
Open Transactions from the left menu. The filter bar sits directly above the table:
A Search box on the left.
Quick filter chips for Category, Account, Asset, Value and Date.
An All Filters button for every other criterion.
On the right, View and Columns, which change what the table shows rather than which rows it shows.
The counter next to the page title tells you how many rows match. With no filter it reads the total (for example 389 txs); with a filter it reads 101 of 389 txs.
Quick filters
Click a chip, for example Category.
Tick one or more options. Use the menu's search box to jump to an option, or tick Select All.
Click anywhere outside the menu. The filter appears as a chip under the bar, for example Category is Buy, and the table updates.
All Filters
Click All Filters to see every criterion. Type in the search box at the top of the menu to jump to one. The most-used criteria sit at the top (Account, Asset, Category, Value); the rest follow alphabetically.
Criterion | Finds transactions… |
Account | on a specific wallet or exchange account you have added |
Asset | involving a specific coin, token or NFT |
Category | with a given category (Buy, Sell, Trade, Transfer, Incoming, Outgoing, Staking Reward…) |
Value | whose value in your local currency is above, below or between amounts you set |
Date | within a start and end date |
Blockchain | on a specific chain (Ethereum, Solana, Base…) |
Comment / Has Comments | whose comment contains a word you typed, or that have any comment at all |
Counterparty | with a specific other party, such as a contract, an exchange or an address you have not added |
Description | whose imported description contains a word you typed |
Fee Currency / Fees | whose fee was paid in a given asset, or that have (or do not have) a fee |
From / To | by the sending or receiving side |
Import Type | by how they arrived: API, CSV, wallet, or added manually |
Integration | from a given exchange or wallet type, across all accounts of that type |
Interaction | that were (or were not) smart-contract interactions |
NFT Collection | involving NFTs from a specific collection |
Requires review / Reviewed | carrying a warning (missing price, missing purchase history, uncategorised…) or that you have marked reviewed |
Sync | imported by one particular sync — see Filter by Sync |
Tax Outcome | by their tax result (income, short-term gain, long-term loss…) |
Tx ID / Tx Signature / Tx Method Id | by blockchain hash or exchange ID, or by the contract function that was called |
A few criteria appear only when they apply to you: Locked once you have locked a tax period, Tag and Has rules on plans that include those features, Type on business plans, and the accounting-integration account filters when an accounting integration is connected.
Combining filters: Match All or Any
As soon as you have two or more filters, a Match pill appears at the start of the chip row.
Match All — a transaction must satisfy every chip. Category is Buy and Asset is ETH shows only ETH buys.
Match Any — a transaction needs to satisfy just one chip. The same two chips now show every buy plus every ETH transaction.
Click the pill to switch between All and Any.
Each chip also shows its condition. Option filters read is; click the word to flip it to is not. Text filters such as Description, Comment and Tx ID read contains or does not contain. Remove one chip with its ×, or click Clear to remove them all.
The Search box
Typing in Search looks across several criteria at once: asset tickers, account names, categories and counterparties. Pick a suggestion to add it as a chip. You can also paste a wallet address or a transaction hash straight in — Summ recognises the format and offers the matching filter.
Save a view you use often
Build the filter.
Click Save at the right of the chip row. A name box opens above the chips.
Type a name, for example ETH buys, and click Save view.
The saved view appears under Transactions in the left menu, with its transaction count, and as a bar above the table while it is open. Click it to load the filter in one click instead of rebuilding it each session; use the ⋮ next to its name to rename or delete it, and × to close it. You can save up to 10 views, and each needs its own name.
Bulk-edit everything a filter matches
Filters and bulk edit work together. Tick the checkbox in the table header to select every row on the page. If the filter matches more rows than fit on one page, the bulk-edit bar offers Select all transactions that match this filter. Choose it and the edit you make next — recategorise, change currency, ignore, delete — applies to every matching transaction, not just the page you can see. Step-by-step in How to Bulk Edit Transactions.
The View menu
View holds switches that change the table without adding chips:
Hide ignored/spam transactions (on by default)
Hide reviewed transactions
Has comments
Apply filters to balances — when on, the Incoming, Outgoing and Total balance columns are scoped to the filtered asset and account; when off, they show every currency on each row. Add those columns with Columns. More in Tracking Balances on the Ledger and Transactions Pages.
Frequently asked questions
I filtered on two categories but see no rows. Why?
You are probably on Match All, and a transaction has only one category. Switch the pill to Any, or tick both categories inside the one Category chip instead of adding two chips.
Where did the Start date and End date filters go?
They are still there. Set both and Summ shows them as a single Date chip.
How many views can I save?
Ten. When you reach the limit, delete one to save another. Two saved views cannot share a name.
Can I share a filtered view with my accountant?
Yes. The filter is written into the page address, so copying the URL from your browser and sending it opens the same view for anyone with access to the account.
Why don't I see the Type or Tag filter?
They belong to features not included in your plan. Type is part of business plans and Tag is available on plans that include tags.
Good to know
Filters never change your data. They change which rows you see; the bulk-edit bar is the only place a filter leads to an edit.
The Ledger and running-balance views keep their own filters, separate from the Transactions table.
If you have any questions, reach out to our Support Team via the in-app chat. 😇