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 Month, Last Month, This Quarter, Last Quarter, This Financial Year, Last Financial Year, or Custom Range.

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

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.

Related guides¶

• How do I record income?
• How do I add an expense?
• How do I add a payment?