How do I filter transactions in my accounting?

Help Center For Landlord Accounting Transactions and invoices

Transactions Subpage

The filtering option provides a more advanced way of controlling what transactions are displayed in your accounting. The transaction page shows all transactions by default.

To filter the information in your accounting, go to the Accounting page and switch to the Transactions subpage.

The filter option allows you to filter information by:

  • Date
  • Client
  • Property and units
  • Transaction category/sub-category
  • Transaction status
  • Accounting type
  • Transaction tags

In the "Date" section, you can choose the ready-to-use options or enter your custom date range:

By clicking the "Clear all" button, you'll return to the default filter settings:

Balances Subpage

To filter balance information, navigate to the Balances subpage.

The page is divided into two sections:

  • Property Income – balances are calculated per lease.
  • General Income – balances are calculated per tenant based on their general income invoices.

The available filters allow you to customize and narrow down balance information based on the following criteria:

  • Period
  • Property and Units
  • Tenant Type
  • Client
  • Lease Status
  • Transaction Status

The Balances page can be shown in compact view or expanded view:

You can also easily download the filtered data by clicking the CSV button.

Recurring Subpage

In order to filter the list of recurring transactions, switch to the Recurring subpage. Here you may filter recurring information by:

  • Status
  • Date
  • Property and units
  • Client
  • Transaction category/sub-category

Last updated:

Oct. 15, 2025

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