Filters is the most commonly used and handy tool in the Personal Ledger. When you working with transactions, filter allows you to set up an environmen by choosing Projects, Accounts and Categories you working with at given moment. When working on Report, Filter helps you to describe an area of your interest during financial information analizys.
Filter is made of mutiple simple conditions for transaction selection, which may be deleted, added or saved for further use.
Besides of simple selection of transactions, Filter carries a lot of intellectual work, such as auto-fill of the necessary account and the currency to the newly created Transaction; based on accounts in the filter the total balance of accounts is shown by default in the most appropriate currency, based on the filters that define the Date range, showing the planned transaction and automatically construct forecasts for the balance of your account for the future, and much more.
Filters besides of Transactions in the Tabs of work with transactions, planning and reporting, are also used for displaying and filtering of currency exchange rates.
Active filters are displayed in a list, where list items are located above each other. The filter itself consists of three parts:
The result of the filters application are only objects which satisfying all the conditions.
Most filters are applied to transactions or scheduled transactions. If the combined transaction satisfies the conditions of filters partly (only some sub-transactions satisfy the conditions), than the parent transaction ramains equal to the sum of all sub-transactions satisfying the conditions and all satisfying sub-transactions are shown. If the composed parent transaction satisfies the terms of filters, than it remains with all its sub-transactions.
On the right of each filter there is two buttons: for adding a new filter and removal of the filter opposite to the button . When you add a new filter , it is added to the end of the list.
Usually on the left side the list of saved sets of filters is located. Each record stores the current state of all filters. On selection of a records the filters are loaded in the state, which they were saved. For changing the name of the saved set of filters, double-click on it. You can add an entry by clicking on the button below the list of saved filters (bottom left). Then you must specify the name for saved set of filters. To remove a filter set is not correct, click the buttom
. To resave the current state of the filters under the name of your choice, click the button
.