How do I filter the transaction list?

Short Answer: Click '+ Add filter' above the transaction list, choose a field and value, then apply the filter to narrow the displayed results.

PreRequisites

1. You are on the report page and the transaction list is visible

Steps

1. Click the '+ Add filter' button above the transaction table.
   Filter control/menu appears exact filter fields are not shown in screenshots.

2. Select the filter field and specify the value(s) to filter by for example date, report or reference.
   The table updates to show only matching transactions.

3. Remove or clear filters if you need to return to the full list.
   The transaction list returns to unfiltered results.

Troubleshooting

1. Filtering returns no results.
   LikelyCause: Filters are too narrow or contain typos.
   Action: Broaden or clear filters and try again.

Note: Filter options are located above the transaction list for each tab Fully matched, Partially matched, Unmatched, Skipped.