Using Filters in Reports
Overview
Filters let you narrow a report to focus on exactly what you need to see.
Instead of viewing all accounts, all categories, and all transactions for a period, you can use filters to show only the data that answers your specific question.
Filtering does not change or delete anything. It temporarily hides what doesn’t match your selections. Remove the filters, and the full report returns.
When You’ll Use Filters
Filtering is useful anytime a report feels too broad.
You might use filters to:
Prepare tax-specific reports
Review income from one client
Examine a single expense category
Audit spending at a specific vendor
Separate business from personal accounts
Confirm unreviewed transactions before closing the month
Filters turn a general report into a focused one.
How Filtering Works
Every report includes a Filters panel (funnel icon) that lets you narrow results by:
Categories
Payees
Tags
Accounts
Clients & Projects (Quicken Business & Personal only)
Flags
Advanced status options
You can select multiple values within each filter type and combine different filter types together.
Filtering affects only the current report view. It does not modify transactions or reports permanently.
Filters reset automatically when you leave the report.
Understanding Filter Logic
Filters follow two simple rules:
Within a single filter type, selections work as OR.
Across different filter types, selections work as AND.
Example:
If you select:
Office Expenses and Meals under Categories
Amazon under Payees
You’ll see transactions that are:
(Office Expenses OR Meals) AND Amazon
Understanding this prevents confusion when combining multiple filters.
How Filters Change Different Reports
Filters don’t change what a report measures — they change the scope of what’s included.
For example:
On a Profit & Loss, filters isolate specific revenue streams, expense areas, or accounts.
On a Tax report, filters help pull only deductible categories.
On a Spending report, filters zoom in on a vendor or category.
On a Balance Sheet, filters can isolate business-only accounts.
The structure of the report remains the same — you’re simply narrowing the data behind it.
Practical Filter Combinations
To review billable expenses for one client:
Select the client under Clients & Projects
Select relevant business categories
Add Not Reviewed under Advanced if needed
To audit a vendor:
Select the vendor under Payees
Narrow the date range
To prepare tax documentation:
Select tax-related categories
Set your tax-year date range
Filter to business accounts if needed
Removing Filters
You can remove individual filter selections or clear all filters at once.
Filters reset automatically when you leave the report view.
If you regularly need the same filtered report, consider creating and saving a custom report instead.