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Help center · Accounts

Filter accounts and control visibility

Type chips + three visibility toggles.

Last updated: 2026-05-242 min read

On this page

The Accounts page in Extrack has two filter layers. Top row: type chips — All / Checking / savings / Credit card / Loan / Investment / Other / Lent (synthetic for per-person receivables). Toggles below: "Non-zero net only", "Non-zero liquid only", "Include closed". The subtitle changes to "Showing open accounts only." when "Include closed" is off.

Steps

  1. Pick a type chip

    Tap a chip — "Checking / savings", "Credit card", "Loan", "Investment", "Other" or "Lent" (just the per-person receivables). "All" returns to the full list.

  2. Toggle visibility

    "Non-zero net only" hides accounts with net = 0. "Non-zero liquid only" hides accounts with liquid = 0. "Include closed" surfaces closed accounts.

Frequently asked

Why is "Lent" a separate chip if Loan exists?

Loan covers both borrowed and lent. "Lent" filters Loan accounts down to just the per-person receivables auto-created from splits/lends — useful for a quick "who owes me what" view.

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