How can I filter my table?

Any column on any table can be filtered, meaning you can view specific items at once. For example, say you just wanted to see your expenses that fell under the Bills category. Here’s how you would do it.

filter1First click on the small arrow box next to the Category header.

filter2A box will pop up with your sorting and filtering options. On the bottom half of the box, you will see your categories listed.

filter3First click on the check box next to “(Select All)” to clear all of the check boxes. Then, click the check box next to “Bills” and click OK.

filter4Now your Bills have been “filtered” and you only see the expenses that are categorized as Bills.

To undo your filter, simply click the box next to the Category header again. Click on the check box next to “(Select All)” and click OK. You now see all of your expenses again.

To filter by something else, click on the arrow box next to the header and follow the steps above.

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