Filter transactions

To work with transactions (find, modify, copy or delete them) you can use filters:

  1. Click on the Transactions tab: Transactions tab
  2. Select the Type to find the transactions you need:
    • All transactions icon – select all transactions:
      • for the selected period: All transactions for the selected period
      • for the selected Account: All transactions for the selected account
      • for the selected period and Account: All transactions for the selected period and account
      • for the selected Tags: All transactions for the selected tags
      • any combination of the above fields.
    • Transfer icon - select transfer transactions:
      • for the selected period: Transfer transactions for the selected period
      • for the selected From Account: Transfer transactions for the selected From Account
      • for the selected To Account: Transfer transactions for the selected To Account
      • for the selected Tags: Transfer transactions for the selected Tags
      • any combination of the above fields: Transfer transactions for the selected period and accounts
    • Income icon – select income transactions:
      • for the selected period: Income transactions for the selected period
      • for the selected Income Type: Income transactions for the selected Income Type
      • for the selected To Account: Income transactions for the selected Account
      • for the selected Tags: Income transactions for the selected Tags
      • any combination of the above fields: Income transactions filter
    • Expense icon – select expense transactions:
      • for the selected period: Expense transactions for the selected period
      • for the selected Expense Type: Expense transactions for the selected Expense Type
      • for the selected From Account: Expense transactions for the selected Account
      • for the selected Tags: Expense transactions for the selected Tags
      • any combination of the above fields: Expense transactions filter