Filtering Transactions

Transaction filters make importing and editing transactions simple. When importing transactions you can chose to run these transactions through your filters to setup your transactions the way you want. You can also use these filters in any account by using the "Transactions" menu's "Run Filters On Selection" option.

Filtering Transactions:

Select the desired account from the Account List.
To filter a transaction in the regular transaction register select the Transactions View by selecting the "Transactions" button on the right of the top bar.

To filter a transaction for the statement transaction register select the Statements View by selecting the "Statements" button on the right of the top bar and select the desired statement from the statements table.
Select the desired transaction(s) you wish to filter from the transaction table.
Then from the Main Menu select "Transactions" and then "Run Filters On Selection"
Confirm you do want to run your activated filters on the selected transaction(s) and you're done!

Filtering Transactions

See also