There are plenty of reasons to take a closer look at your business’ transactions. You might be concerned about the overuse of a business credit card or maybe you just want to see how much your company spends on office supplies in a quarter.
No matter what the reason is, here’s how you sort and filter your transactions.
From the dashboard, click “Bank Accounts & Transactions.”
Next, see how you can sort your transactions by selecting "Show Transaction Filters."
The menu allows you to manage your filters by selecting (or deselecting!) All Accounts, Categories, Time, Labels, Amounts, and Dimensions.
Note: Hover over an individual item to reveal "Only" to narrow down your search even further!
When you’re done selecting your filters, click “Submit Filters.” If you’d like to view all of your transactions again, click “Reset Filters.” Otherwise the filter will reset automatically if you navigate away from this page.