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Filter by Bank Account or Tag
Filter by Bank Account or Tag

Filter by bank account or tag to view or add data relating to that specific account or tag.

Updated over a month ago

To filter:

  1. Open the Plan

  2. Select the Filter icon

  3. Select the relevant bank account or tag.

  4. You can remove the filter by clicking the cross to exit.

Only information relevant to the selected bank account or tag will be displayed. You can manipulate the plan as usual. The opening and closing bank balances on the plan will relate to the filtered bank account, as will the actual and planned items in the grids.

Tips and Tricks

The Filter by Bank Account does not apply to:

  • the Livestock grid as it includes non-financial livestock events

  • Dairy Forecaster, as each forecaster accommodates 1 planned payment per month so there is no point in filtering.

If you wish to create a plan for a specific tag, we recommend first filtering for the tag. This means you do not need to apply the tag to each planned item indiviually.

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