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Filters let you limit the data a chart includes — for example, a single account, one category, or a date range. They use the same field types and conditions as Notion’s own database filters.

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Add a filter

1

Open the filter panel

In the chart editor, click the filter icon in the Data section.
2

Add a condition

Click Add Filter, then choose a field, a condition, and a value.
3

Add more conditions

Add additional rows to combine conditions. The preview updates as you go.

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Conditions by field type

The available conditions depend on the field you pick:

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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.
Filters are saved with the chart, so the embedded version always reflects the same view you built in the editor.