More advanced logic for filtering
J
Jason Kim
Some easy to implement filtering logics would be appreciated such as:
- Filter by transactions that are the exact same amount (to help identify and remove dupes)
e.g. Select transactions where Amount is the same value
- Create filtering logic using OR (not only AND)
e.g. Select transactions where Amount is greater than $100 or is Category = Bills
- Filtering by exclusion (i.e. NOT)
e.g. Select transactions where Category = Bills but NOT Amount less than $100
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D
Doug
Would also love to see some additional conditions such as [Payee] [does not contain] -- this field currently only allows for inclusions.
A
Anthony Chapligin
Would love to see a date range filter as well
D
Doug
The Filters dialog on the Transactions page actually already has a date range option! At the bottom of the window under "Within the following time frame," select "Custom" from the drop down, which will then present selections for start and end dates.