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How do I filter by date range?

The Business page shows one period at a time, and you can narrow each list further.

Change the period

Step 1. Use the period dropdown in the page header (it shows the current period, e.g. "This Financial Year").

Step 2. Choose one of: This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Financial Year, Last Financial Year, or Date Range.

Step 3. If you choose Date Range, pick a start and end date in the two date boxes that appear.

Weeks run Monday to Sunday. Quarters follow the financial year, so a quarter covers July–September, October–December, January–March or April–June.

The Overview, Income, Expenses and Payments tabs all update to the period you choose.

Narrow a list

On the Income, Expenses and Payments tabs you also get a toolbar above the list:

  • Category — filter to a single category (defaults to All Categories).
  • Search — type in the Search transactions... box to find a transaction by its description.
  • Direction (Payments tab only) — show All, Money In, or Money Out.
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