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Working with Filters

  • Updated

Customize your results by filtering records based on categories, time line or other specific options. Utilize 'Filters' to refine Records, Reports, Charts, and Widgets for a more focused analysis, empowering you to better understand and improve your financial situation.


How to apply Instant Filters

Android

  1. Go to your Records or Statistics
  2. Swipe up
    • Now, you have the flexibility to scroll the date range bar left or right, allowing you to explore various dates or customize the date range according to your preferences.
    • Selecting 'Accounts' allows you to include or exclude accounts.
    • Selecting 'Filter' allows you to use already use pre made filters.
  3. Selecting 'Instant Filter' empowers you to tune results by selectively including or excluding certain options based on your preferences.

iOS

  1. Go to your Records or Statistics
  2. Swipe up
    • Now, you have the flexibility to scroll the date range bar left or right, allowing you to explore various dates or customize the date range according to your preferences.
  3. Selecting 'Accounts' allows you to include or exclude accounts.
  4. Choosing 'Custom Filter' empowers you to tune results by selectively including or excluding certain options based on your preferences.

Web App

  1. Go to your Records or Analytics.
  2. On the left side, you'll find a list of all options, such as Filters, Accounts, Categories, Labels, etc.

  3. Customize the options to display records matching your chosen criteria.

  4. Now you only see records aligned with your selected preferences.

 

Save Filters

Android

  1. Select '≡' in the top left
  2. Select 'Settings' on the bottom
  3. Select 'Filters'
  4. Click the plus icon + to add a filter
  5. Apply the options to your filter
  6. Save it by selecting the icon in the top right

iOS

Not yet available Share your feedback, feature suggestions or improvements

 

Web App

  1. Go to your Records or Analytics.
  2. On the left side, you'll find a list of all options, such as Accounts, Categories, Labels, etc.

  3. Customize the options to display records matching your chosen criteria.

  4. Now a green 'Save' button has appeared above the options, by clicking on it you will save it.

 

The options you have when creating your filter.

  • Name - Choose a title for your template
  • Type - Income, Expense or Both
  • Category - Which category you'd like to specify in your filter
  • Labels - Labels help you group together income and expense Records and filter them
  • Currencies - If you have multiple currencies, you can choose from any to filter
  • Payment type - What type of payment will the filter be filtering by?
  • Status - Filter by Reconciled, Cleared, Uncleared or Voided records
  • Transfers - Filter by Include, Exclude, Show only records with transfers, None
  • Debts - Filter by include, Exclude, Show only records with debts, None
  • Text search - Can search for a keyword to find your selected filters each time

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