The Cash Flow Summary is a quick visual summary of your total cash-in and your total cash-out. The filters let you pick and choose what you would like to view in your chart. For example, you might want to visualize a comparison of which category involves a larger expense.


The filters that show up on the screen are preset. You can simply choose just one, multiple, or all:






You can also add filters of your own:

  • Click on the plus sign next to the word “Filters.”






  • A drop down menu will appear. Choose the type of filter you want to add.












  • Input or select your data according to the type of filter you are creating.
  • Click the button to add.






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