Add a filter
Conditions by field type
The available conditions depend on the field you pick:| Field type | Conditions |
|---|---|
| Text / Title | Is, Is Not, Contains, Starts With, Ends With, Is Empty, Is Not Empty |
| Number | Equals, Does Not Equal, Greater Than, Less Than (and or-equal variants) |
| Select / Status | Is, Is Not, Is Empty, Is Not Empty |
| Checkbox | Is checked / Is not checked |
| Date | Before, After, On or Before, On or After, Is Empty, Is Not Empty |
| Relation | Contains, Does Not Contain |
Examples
Spending only
Category Is Not Income — exclude income so a donut or bar shows a
clean expense breakdown.
One account
Account Is Checking — chart a single account.
A date range
Date On or After a start date — focus on a recent period.
Exclude pending
IsPending Is not checked — show only settled transactions.