Sheet Filters

Sheet Filters help you limit the current sheet to a specific set of items.

Use filters when you want to review items by date, amount, notes, category, merchant, currency, type, paid by, or whether they include an image or repeat.

Expenses also includes quick filters above the list for common item states:

• As of Today: current items.
• Upcoming: one-time items dated in the future.
• Next Occurrence: the next upcoming occurrence of recurring items.
• Pending: items that are still pending.

The quick filter bar appears when any of these states has matching items, including sheets that only have pending, upcoming, or next-occurrence items.

When you apply a Date filter, Expenses adds a date-range quick filter above the list. Select it to see all rows in that date range, or combine the date range with Pending when pending items are available.

Open Filters

To open filters:

1. Open a sheet.
2. Select the filter button.
3. Choose the filters you want.
4. Select Done to apply them.

To clear the detailed filters, choose No Filter. To return the quick filter to the default view, choose As of Today.

Available Filters

The detailed filters sheet can include:

• Image: show only items with an attached image or receipt.
• Repeat: show only recurring items.
• Type: choose all items, expenses only, or income only.
• Amount: compare displayed transaction amounts using Exactly, Over, At least, Under, or At most.
• Currency: show only items in one currency.
• Notes: type text to match item notes.
• Merchant: choose one or more merchants. Merchant filters are available for expenses.
• Category: choose one or more categories.
• Paid By: choose one or more people in a shared sheet.
• Date: choose all dates, a preset range, a custom date range, or an open-ended range through a selected end date.

Only filters that make sense for the current sheet are shown. For example, if a sheet only has one currency, you may not need a currency filter. If a sheet has no shared members, the paid by filter may not appear.

Amount Comparisons

Use the Amount filter when you want to find transactions by size.

The amount comparison menu defaults to Exactly. You can also choose Over, At least, Under, or At most before applying the filter.

Expenses compares the absolute transaction amount, so type 100 rather than -100 when filtering expenses.

Date Ranges

Use the Date filter when you want to review items from a specific period.

The date filter includes presets for This Year, This Month, This Week, and Today. After you select a preset, Expenses shows the actual date range being applied instead of only the preset name.

To use a custom date range:

1. Open the sheet.
2. Select the filter button.
3. Choose Date.
4. Choose Custom.
5. Pick the start and end dates.
6. Select Done.
7. Select Done again to apply the filters.

The date range includes the full selected days. For example, choosing March 1 through March 31 includes items from the start of March 1 through the end of March 31.

When a date range is active, the quick filter bar shows a pill named with the selected range, such as Mar 1 - Mar 31. Selecting that pill shows every item that matches the detailed filters in the range.

Date-based quick filters such as As of Today, Upcoming, and Next Occurrence are hidden while a date range is active because the selected range already controls the dates shown.

Repeating transactions are generated through the selected end date, so recurring items can appear for dates inside the range even if their next occurrence is later than today.

To include everything up to a selected end date, turn off Set From Date in the custom date range sheet. Expenses will show the range as - End Date.

Expenses uses each item’s saved time zone when checking whether it falls inside the selected date range. This helps keep travel or imported transactions in the day where they belong.

Sort Quick Filter Results

Quick filters are sorted newest first by default.

To switch the sort direction, select the active quick-filter pill again. Expenses toggles that quick filter between newest first and oldest first, and the selected pill shows the current direction with an arrow.

Each quick filter keeps its own sort direction while the sheet view stays open. For example, you can sort As of Today oldest first and keep Upcoming newest first.

Combining Filters

You can combine multiple filters. Expenses shows items that match the selected quick filter and all detailed filters.

For example, you can show:

• Food expenses in EUR during a trip.
• Items with receipts from the last month.
• Pending expenses paid by one person.
• Items whose notes include a project name.
• Transactions over a specific amount.

If the list becomes empty, remove one filter at a time, choose No Filter to clear the detailed filters, or choose As of Today to return to the default quick filter.

When to Use Filters

Use filters when you want a controlled view of the current sheet, such as all expenses in a date range or all items from one category.

If you want to quickly find a transaction or sheet by typing, use Global Search instead.