Filter and sort transactions, then export just those
Transactions now filter by category, contact, reconciliation status, dates and more. Sorting keeps up with your filters, and the CSV export matches the screen.
Two weeks before the AGM, with the auditor asking for figures and a cash deposit nobody can explain, the best Finances could offer was a date range and a lot of scrolling. Transactions now has proper filters: category, currency, income or expense, reconciliation status, dates, contacts and reference.
Sorting and paging stay in step with whatever you have filtered, totals show the currency where it matters, and Export CSV gives you the filtered list rather than the whole ledger. Finances got a fresh coat of paint while we were in there.
Read the full walkthrough: Filter and sort your club's transactions, for the treasurer →