Available for:
- Android
- iOS
- WebApp
You can group your Records for easier viewing by either Payee, Category or Labels used to define them. You can either achieve this by creating a custom filter in Android that will be saved for future use (Article here) or by using Instant Filters on iOS and WebApp. The Instant Filters are quick filters that will not be saved for future use.
Android:
To group records you need to slide the bottom panel upwards and tap on Group By, where you will see the 3 options, select one of them and your records will be grouped by that specification, at the top of the panel you can also select the period.
This filter can then be used in Records overview.
iOS:
In iOS only Instant Filters are available in Transactions and Statistics. Filtering records here will be temporary and can be done by sliding the bottom panel upwards, Payee is not available here, instead you can use Contacts to single out the records associated with your Contacts.
Web app:
In the Web app we also have only the Instant Filters available for Transactions and Analytics, the filtering option will be displayed on the panel on the left where you can filter records by Accounts, Categories, Contacts, Labels, Currencies, Record Types, Payment Types and Record States.