In COUNT, we've streamlined the process of filtering and sorting your transactions, making it intuitive and efficient. Here's how you can easily manage your transactions:
Filtering Transactions:
Choose Account: Select the specific account you want to view transactions for.
Choose Category: Filter transactions by a selected category for better organization.
Select Date Range: View transactions within a specific timeframe.
All Filters: Click the "All Filters" button to reveal additional filtering options:
Account Type: Filter transactions based on their account type, including Assets, Liabilities, Equity, Income, or Expense.
Transaction Type: Filter transactions by type, such as Income, Expense, or Transfer.
Status: Easily identify the status of transactions with options like Completed, Pending, Needs Review, or Excluded.
Tags: Filter transactions by assigned tags for further customization.
Vendors & Customers: Filter transactions associated with specific vendors or customers for better vendor and customer management.
Sorting Transactions:
To sort your transactions in COUNT, you can easily arrange them based on your preference:
Date Sorting: Sort transactions from newest to oldest or vice versa, ensuring you have full control over how you view your financial data.
Searching Transactions:
Quickly locate specific transactions by searching through descriptions or amounts using the search functionality at the top right corner of your transactions page.
With these streamlined filtering, sorting, and searching capabilities, managing your transactions in COUNT becomes a breeze, whether you're on your desktop or mobile device.
Experience hassle-free transaction management with COUNT and stay in control of your finances effortlessly!