How account filters work on the Accounts page

Filters help you narrow down account activity so you can find the records that changed balances.

What to check

• Range controls the period being reviewed.
• Account controls whether you see all accounts or one account.
• Type controls whether you see all activity or one type of record.
• Apply filters refreshes the movement totals and activity table.
• The filtered totals may differ from the full account cards because the filters show only the selected activity.

Useful tips

• Use filters when investigating a specific account.
• Use current trading day when checking today’s activity.
• Use wider ranges when checking older movement or history.