Grouping Data
Single-Level Grouping
To group transactions by a specific field:
Click and drag a column header (e.g., "Vendor") to the grouping area at the top of the table
All transactions will now be organized by that column's values
Multi-Level Grouping
You can create multiple layers of organization:
First, drag your primary grouping column (e.g., "Vendor") to the grouping area
Then drag a secondary column (e.g., "Account") to further subgroup the data
Your data will now be organized hierarchically by both fields
Sorting Data
To sort data within any column:
Click on the column header
Click once for ascending order
Click again for descending order
Rearranging Columns
To change the order of columns in your table:
Click and drag any column header to a new position
Release to drop it in place
Customizing Column Visibility
To control which columns are displayed:
Access the column visibility menu
Toggle columns on or off based on your needs
For example, you can hide "Debit" and "Credit" columns and display a single "Amount" column instead
Filtering Data
To exclude specific data from your view:
Click on the filter icon for the column you want to filter
Set your filter criteria to exclude unwanted values
For example, if transaction splits show both the main account and sub-accounts (like Accounts Payable), you can filter to hide the Accounts Payable lines
This keeps your view focused on only the data you need to see.
Video Tutorial