How do I filter transactions in CounselPro?

The Transactions tab can hold thousands of rows across every account. The filter bar above the ledger is how you cut that down to the rows you care about, whether that is one account, one month, or every transaction over $10,000.

How do I narrow the transaction ledger by field?

Click Add Filter, pick a field, and set the value you want. The ledger updates right away.

You can filter by any of these fields:

• Date, to pull one statement period or a custom range

• Amount, to find everything above or below a figure

• Category and Category Detail, to isolate a spending type

• Kind, to show only money in (credit) or money out (debit)

• Merchant and Description, to track a specific payee

• Account, Account Owner, Account Type, and Institution, to focus on one account or one bank

• Document Name and Page Number, to trace rows back to a single statement

Add as many as you need. Filters stack, so Account Type is Checking plus Amount over 5,000 shows only the large checking-account transactions. To take a filter off, remove its chip on the left of the bar.

How do I search transactions by name?

Use the Search box next to Add Filter for quick, free-text lookups. Type a payee, a check memo, or any text and the ledger drops to the rows that match. Search is the fast way in when you know the name you are looking for; filters are better when you want every row that fits a rule.

How do I export filtered transactions to a spreadsheet?

Click Export to download the ledger as a CSV. The export respects whatever you have on screen, so if you filtered to one account and searched for a payee, only those rows come out. That makes it easy to hand an expert a clean set or drop the numbers into your own spreadsheet.

Filtering and searching only change what you see, so when a transaction is wrong rather than just hidden, recategorize or edit it instead of filtering it out of view.