Skip to main content
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.

​
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.

​
Conditions by field type

The available conditions depend on the field you pick:

​
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.