#TipTuesday: Using Filters in Reports
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Coach Natalie
Administrator, Moderator admin
Are you looking to see how much you've spent on dining out for the year, or see what you're spending on gas each month? Simplifi's Filter options in Reports can give you an easy and clear breakdown!
To apply Filters to a Report, simply select the Report that you'd like to view and then click "Filters" at the top. Here, you can select specific Categories, Payees, Tags, as well as some other Filter options, that'll make it super easy to break your Report down to just the items that you'd like to see.
Not only can you apply Filters for specific Categories, Payees, and Tags, but you can also filter your Report with a custom 'Date Range', giving you a clear and concise view of exactly where your money is going and when!
Please comment below letting us know how you use Filters in Reports, and how doing so has given you a clearer picture of your finances!
To apply Filters to a Report, simply select the Report that you'd like to view and then click "Filters" at the top. Here, you can select specific Categories, Payees, Tags, as well as some other Filter options, that'll make it super easy to break your Report down to just the items that you'd like to see.
Not only can you apply Filters for specific Categories, Payees, and Tags, but you can also filter your Report with a custom 'Date Range', giving you a clear and concise view of exactly where your money is going and when!
Please comment below letting us know how you use Filters in Reports, and how doing so has given you a clearer picture of your finances!
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