Custom Views
Custom Views let you focus on what matters most. Show the details you need, hide the ones you don’t, and save different views so you can switch between them anytime.
How to Create Custom Transaction Views
Go to Transactions from the left menu.
Select the table icon in the top-right corner.
Use the eye icon to show or hide columns.
Use the pin icon to lock a column on the left or right side.
When your view is ready, click Save, then enter a name for your Custom View. This lets you return to the same Custom View anytime without needing to set it up again.
To reset back to the default view, click Reset at the bottom.
To switch between views, open the dropdown in the top-left corner. From here, you can:
Select from your saved Custom Views
Rename a view (click the three dots next to it)
Note: the Default View cannot be renamed.
You can sort transactions by Date, Description, Category, Class, Amount, and other columns by clicking the column header. Click again to switch between ascending and descending order.
FAQs
How do I filter transactions with no vendor listed?
Go to the Transactions page.
Click Add Filter.
Select Counterparties.
Choose No Counterparty.
This filter will show only transactions that do not have a vendor or customer associated with them.