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How Do Category Filters Work

The row of tabs above the account table - All, Assets, Equity, Expenses, Income, Liabilities - filters the list down to just one account category at a time.

Steps

  1. Go to Finances → Chart of Accounts.
  2. Look at the tab row just below the search bar. Each tab shows a live count, e.g. "Expenses (42)."
  3. Click a tab (e.g. "Assets") to see only accounts in that category.
  4. Click "All" to return to the full, unfiltered list.

Good to Know

These category tabs can be combined with the search bar - filtering to a category first, then searching within it, narrows results further.

Related Articles

  • How Do I Filter Accounts by Type?
  • Why Are Account Counts Shown Beside Categories?
  • Why Are Accounts Divided Into Categories?

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