How to Filter by Transaction Type and Date

Created by Richard Pasquin, Modified on Fri, 24 Nov 2023 at 06:27 PM by William Kinash

Step 1


Head to your portfolio screen. (Click to zoom image)



Step 2

Select the portfolio in which you wish to filter transactions in and then chose the "Transactions" tab.





Step 3

Click on the filter icon on this page and a large menu of filter options will pop up. 




Step 4


Filter out by Transaction Type by clicking on the "All" checkmark to uncheck all transaction types.



Step 5


Chose the Transaction Type in which you wish to filter by. In this example, we are filtering by "Send" type transactions.



Step 6


To next filter by transaction date, we will click on the empty bubble on the first "Start Date" line to set up our starting date of choice.



Step 7


Select the calendar icon to select your starting date. 



Step 8


Choose your starting date and then repeat the same process for your ending date.



Step 9


Click on the blue "Apply" button on the bottom right corner of the menu and your transactions are now filtered.


 


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