<\/p>\n Note that the filtering will overlay the list section, so make sure you close it (with the click on the same button) to see the expense\u00a0list underneath, once you’re done with the filtering settings.<\/p>\n <\/p>\n <\/p>\n Enable or disable displaying expenses and incomes on specific financial accounts. Accounts filtering\u00a0is set to ‘All accounts’ by default, meaning the app is showing expenses, incomes, transfers\u00a0etc. from all of your financial accounts.<\/p>\n <\/p>\n The active\u00a0setting is shown on the button, so you can quickly asses which accounts are enabled just by glancing at it.<\/p>\n <\/p>\n If all are disabled, only the funnel\u00a0icon will be displayed and you won’t see any data in graphs, lists, etc.<\/p>\n This setting is global and will effect every graph and list in the app – except the budget section, budgets filter only by category or tag<\/strong>. So if you think you are missing some data, check the\u00a0accounts filtering settings to make sure the data is not just filtered-out.<\/p>\n <\/p>\n <\/p>\n The filtering options\u00a0for the three are\u00a0essentially the same, they just filter your data by a different attribute.<\/p>\n The category, tag and location filters won’t work with Monthly overview<\/a> and River flow<\/a> graph.<\/p>\n <\/p>\n <\/p>\n All (categories\/tags\/locations)<\/strong><\/p>\n Pretty self-explanatory. All entries will be shown, <\/p>\n Select\u00a0(categories\/tags\/locations)<\/strong><\/p>\n Only entries which contain one of\u00a0the selected (categories\/tags\/locations) will be shown.<\/p>\n <\/p>\n Exclude\u00a0(categories\/tags\/locations)<\/strong><\/p>\n All entries, except the ones that contain the selected (categories\/tags\/locations) will be shown.<\/p>\n <\/p>\n All of these filtering options can be combined and the effects are cumulative. Thusly,\u00a0the result is an ever finer mesh through which the data is filtered.<\/p>\n <\/p>\n Say we want to check how much ‘Cash’ we spent in May in ‘Food and drinks’\u00a0category.<\/p>\n First<\/strong>, we will navigate to May in the time span selector on top.<\/p>\n We covered time span in another tutorial: My Financial Month & Time Spans<\/a>.<\/p>\n <\/p>\n Second<\/strong>,\u00a0we will open accounts filtering.\u00a0We set\u00a0all accounts to OFF by clicking the topmost switch next to “All accounts” and set\u00a0only the ‘Cash’ account to ON.<\/p>\n If you’re really into switches, you can also\u00a0disable all but the ‘Cash’ account one by one. Whatever\u00a0floats your boat. Thus, we filtered the expenses to show only the ones purchased on ‘Cash’.<\/p>\n <\/p>\n Third<\/strong>, we click on categories section below, click the tab ‘select categories’, then choose the ‘Food and drinks’ category. We are now seeing only expenses categorised as ‘Food and drinks’ and purchased with ‘Cash’.<\/p>\n <\/p>\n Say we don’t want to see ‘groceries’, ‘icecream’, ‘beer’ and ‘coffee’.\u00a0We click on tags, then\u00a0‘Exclude tags’ and select the ones mentioned above. We are left with proper meals, paid with cash.<\/p>\n If you change your mind about which tags\u00a0you would like to filter by, click on one of the tags\u00a0you selected and is currently displayed in the input field. The tag will then\u00a0be removed from your filter.<\/p>\n <\/p>\n Location filters<\/strong> work the same way as categories and locations. Use them to display only the expenses made at certain venues, or exclude certain venues.<\/p>\n <\/p>\n There are also detailed\u00a0filtering options present on the export & reports screen<\/a><\/strong>. Those filters\u00a0are separate and filter just the\u00a0data for exporting and reports.<\/p>\n <\/p>\n That’s it! Check out the filtering,\u00a0play around with it and always remember to keep an extra bussiness card in your wallet! Just in case you’d need another kind of “filter<\/a>” altogether. ;)<\/p>\n It’s a good idea to have some extra business cards in any case.<\/p>\n","protected":false},"excerpt":{"rendered":" We have a bunch of filtering options available in Toshl Finance, all of which can be accessed by pressing the filtering\u00a0button in the upper right corner of the web app. It has a little funnel\u00a0icon on it. Note that the filtering will overlay the list section, so make sure you close it (with … Continued<\/a><\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4,14,18],"tags":[],"class_list":["post-2022","post","type-post","status-publish","format-standard","hentry","category-tips-tricks","category-tutorials","category-web-app-tutorials"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/p9HkH6-wC","jetpack_sharing_enabled":true,"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/toshl.com\/blog\/wp-json\/wp\/v2\/posts\/2022","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/toshl.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/toshl.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/toshl.com\/blog\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/toshl.com\/blog\/wp-json\/wp\/v2\/comments?post=2022"}],"version-history":[{"count":91,"href":"https:\/\/toshl.com\/blog\/wp-json\/wp\/v2\/posts\/2022\/revisions"}],"predecessor-version":[{"id":2722,"href":"https:\/\/toshl.com\/blog\/wp-json\/wp\/v2\/posts\/2022\/revisions\/2722"}],"wp:attachment":[{"href":"https:\/\/toshl.com\/blog\/wp-json\/wp\/v2\/media?parent=2022"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/toshl.com\/blog\/wp-json\/wp\/v2\/categories?post=2022"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/toshl.com\/blog\/wp-json\/wp\/v2\/tags?post=2022"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"allacc_clo\"](\"https:\/\/i0.wp.com\/toshl.com\/blog\/wp-content\/uploads\/2016\/06\/allacc_clo.png?ssl=1\")
<\/a><\/p>\n<\/a><\/p>\n<\/h3>\n
Filtering by account<\/strong><\/h3>\n
<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/h3>\n
Filtering by category, tag and location<\/strong><\/h3>\n
<\/a><\/p>\nThree types of filtering\u00a0are available for each attribute:<\/strong><\/h4>\n
<\/a><\/p>\n<\/h3>\n
For example:<\/strong><\/h3>\n
<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n