Home 3-way Reconciliation How do I add a filter to narrow the transaction list?

How do I add a filter to narrow the transaction list?

Last updated on Aug 31, 2026

Short Answer: Click '+ Add filter' below the summary cards to create and apply a filter for the transaction list.

PreRequisites

  1. Open the report page and have the transaction list visible.

Steps

  1. On the report page, click '+ Add filter' shown under the summary cards.
    A filter control appears specific filter UI not shown in screenshots.

  2. Select the field and enter the value(s) to filter by for example, Reference / Identifier or Date and apply the filter.
    The transaction list updates to show only matching rows.

  3. Clear or modify the filter if you need a different result.
    List updates accordingly.

Troubleshooting

  1. Filters produce no results.
    LikelyCause: The filter criteria are too restrictive or use a field that has different formatting.
    Action: Expand or clear the filter, try alternate values e.g., remove punctuation and reapply.