Filtering it through HomeBank

1 CONTROL WHAT YOU SEE Filters enable you to restrict what HomeBank shows you. They’re based on a tightly defined set of criteria, and can be applied both to the Statistics report and any account screen. Set up a filter in a report by clicking the Edit Filter button at the top of the report window. When viewing an account, you’ll need to select Tools > Filter. 2 SELECT FILTER TYPE AND OPTION There are eight filter types available, including Dates, Payees and Accounts. You can select one or more types to construct your filter. Start by selecting a filter option: ‘include’ means only those transactions meeting the criteria (say a date range) are included; ‘exclude’ means transactions falling outside the criteria are included instead. 3 SET YOUR FILTERS Each…

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APC (Digital) - 1 Issue, April 2019

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