All Accounts vs Filters

On the Transactions page, there are two different ways to narrow down the list of transactions.Because both affect what you see, it’s important to understand how they differ.


All Accounts (Account Selector)

The All Accounts dropdown lets you choose which account’s transactions are shown.
  • All Accounts → shows transactions from all accounts
  • Selecting an account → shows only transactions from that account
This selection:
  • Filters transactions by account only
  • Is remembered when you return to the Transactions page
  • Works independently from the Filter Transactions dialog


Filter Transactions

The Filter Transactions dialog lets you filter transactions by multiple criteria, such as:
  • Date range
  • Transaction type (Expense, Income, Transfer)
  • Vendor / Payer
  • Accounts
  • Categories
  • Notes
This filter:
  • Can use multiple criteria at the same time
  • Applies on top of the selected account (from the All Accounts dropdown)
  • Is temporary and can be cleared using Clear Filter


How They Work Together

Both filters are applied at the same time:
    All Accounts / Account selector limits which accounts are included
    Filter Transactions further narrows down the results
Example:
  • Account selector: Bank Account
  • Filter: Expense, Groceries, Last 30 days
→ You will see only grocery expenses from the selected bank account in the last 30 days.


Common Tip

If you don’t see a transaction you expect:
    Check the All Accounts dropdown
    Check whether a Filter is currently applied