Help center · Transactions
How to filter transactions in the ledger
Six preset chips under "View" + an advanced filter builder for compound queries.
On this page
The Transactions page in Extrack has a "View" section with six preset filter chips — All, Today, This month, Income, Expense, Transfers — and an advanced filter builder for compound conditions (date, account, category, person, amount). Filters apply instantly; the totals strip at the bottom recalculates to the filtered scope.
Steps
Use a preset chip
Below the page heading, the "View" row carries six chips: All, Today, This month, Income, Expense, Transfers. Tap any chip to apply.
Open the advanced filter
Above or alongside the chips, an "Advanced filter" button opens a panel with conditions for date range, account, category, person, amount, kind. All conditions AND together.
Combine and apply
Pick conditions, tap Apply. The active filter shows as a removable chip you can clear with one tap.
Clear
Tap the X on the active filter chip, or switch the preset back to All. The list returns to the unfiltered view.
Frequently asked
Why does the totals strip change when I filter?
Totals always reflect the visible scope. The strip appends " · filtered" or " · partial list" so you know it is not the lifetime total.
Income and Expense presets — do they include splits?
Yes. The chips filter by the underlying transaction kind. Splits on an Expense show under Expense; settled splits on an Income show under Income.
How do I filter by person?
Open the People page and tap a person — that takes you to their activity sub-page, a pre-filtered ledger of every transaction tagged with them.
How do I filter by account or category?
Same pattern — open the Accounts page and tap an account, or the Categories page and tap a category. Each opens an activity sub-page with the same preset chips scoped to that entity.
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