Create a filter:
3. Click the plus icon (+) to add a filter
4. Name the filter
Options 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
5. Select the tick in the right-hand corner to add your filter.
You can change the setting within this filter to suit your needs.
Instant filters are available for all platforms: Here