How do I filter a report?
Isolate an account, category, merchant, goal, tag or recurring charge.
Guide based on the current Rank beta
Report filters let you study a specific part of your transactions.
How to do it
- 1Open Filters in Reports.
- 2Choose an account, category, merchant, goal, tag or recurring charge.
- 3Combine filters when you need a more precise view.
- 4Use Clear filters to restore the full view.
Keep in mind
- Only available active goals and recurring charges appear.
- If there are no results, remove a filter or change the period.
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