# Transaction List (https://docs.carlio.app/docs/transactions/find-transactions)

Search, filter, sort and inspect entries in the ledger



The **Transactions** page narrows the ledger by text, direction, category and date. The totals below the table follow the same filters.

## Requirements [#requirements]

The permission **Financial Records Access** is required.

## Steps [#steps]

1. Open **[Transactions](https://carlio.app/dashboard/finance/transactions)** in the **Finance** group of the sidebar.
2. Enter text in the search field. The placeholder reads **Invoice number, bank reference, note…**. Each word must appear in the reference or the note of an entry. Capital letters do not matter.
3. Set **From Date** and **To Date**. Selecting the same date at both ends shows that single day.
4. Open the direction menu and select **All Movements**, **Money In** or **Money Out**.
5. Open the **Category** menu and tick one or more categories. The menu groups them as **Revenue**, **Direct Costs** and **Operating Costs**.
6. Select a column header to sort. The headers **Category**, **Date** and **Amount** sort the table.
7. Select **Clear All** to remove the search, the dates, the direction and the categories.

![The Transactions page with the search field, the date fields, the direction and category menus, the Columns menu and the table header.](https://storage.carlio.app/public/docs/d31efd09-91c8-4bcd-9303-ad3bfab7d5ec.webp)

The heading shows the number of matching entries. The table shows 25 entries per page. **Previous** and **Next** appear when more than 25 entries match.

## Read the totals [#read-the-totals]

A bar at the bottom of the table shows **In**, **Out** and **Net**. The bar appears when at least one entry matches.

* **In** is the sum of all matching money in.
* **Out** is the sum of all matching money out.
* **Net** is **In** minus **Out**.

The totals cover every matching entry on every page, not only the visible page. All amounts are in the dealership currency.

## Choose the columns [#choose-the-columns]

Select **Columns** to show or hide a column. **Category** and **Amount** cannot be hidden.

| Column                                     | Shown by default |
| ------------------------------------------ | ---------------- |
| Date, Vehicle, Customer, Note, Attachments | Yes              |
| Method, Reference, Deal                    | No               |

The **Vehicle** column lists the car of the entry. The choice is stored in the browser and applies to the Transactions page only.

## Open an entry [#open-an-entry]

Select a row to open the detail drawer. The drawer shows the amount, the direction, the method and the date. It also shows the note, the linked records, who recorded the entry and when, and the attachments.

The **Partner** link appears only for team members who can read partners. The drawer ends with **Open deal** or **Open car** when the entry has a link.

## Notes [#notes]

* The search does not match customer names or car names.
* With no entries, the page shows **The Ledger Is Empty**. With filters set, it shows **No Matching Transactions**.
* The page has no spreadsheet export.