How To Filter Income and Expense Transactions In Google Sheets? (Sheetify Bookkeeping)

Attention all Sheetify Bookkeeping users! Are you tired of sifting through endless rows of income and expenses just to find one crucial transaction?

If you’re using Sheetify Bookkeeping, the good news is that you can instantly find the financial information you’re after thanks to the built-in Google Sheets custom filter view.

By using these custom filters, you can quickly filter your income and expense sheets to show specific data, like your latest expenses or payments, specific categories, and more.

To filter your income and expenses using the custom filter view, all you need to do is:

1. Create a new custom filter view.
2. Apply your filters.
3. Save your filter view for later.

These game-changing views help you instantly find the exact transaction data you need, without endless scrolling or manual searching!

It’s fast, effortless, and lets you spend more time growing your business instead of wrestling with spreadsheets.

So, how can you filter your income and expense transactions in your Google Sheets Bookkeeping template?

Read more: How to create custom filters in Google Sheets?

Go to your ‘Income’ or ‘Expenses’ sheet (depending on what data you want to filter) inside Sheetify Bookkeeping.

Highlight the row that contains your column titles (e.g., Date, Category, Amount).

This will open a fresh workspace that displays a little triangle (filter icon) next to each header.

Now that you’ve created a new custom filter view, you can use it to grab specific details like dates and categories fast.

To do that:

1. Select the small triangle (filter) icon next to the header you want to filter.
2. Click the filter you want to add from the drop-down list (Sort A-Z, sort by color, filter by color, filter by condition, etc).

For example, to show all your most recent transactions first:

1. Click the filter icon that appears next to the ‘Date’ header.
2. Choose ‘Sort Z > A’.

This will automatically bring your latest entries straight to the top!

If you only want to view one category (for example, all your subscriptions only):

• Click the filter icon that appears next to the ‘Category’ header.
• Select ‘Clear’ to remove everything.

Tick the category you want to view (e.g., subscriptions).

And there you go! The spreadsheet will only show your subscription expenses!

Note: You can add multiple custom filters to your spreadsheet (one at a time) to filter specific data.

Once you’ve filtered your data, you can save the filter view for later, which is perfect for views you need to check often (like recurring costs or last month’s spend).

To save your filtered data view: 

1. Click ‘Save view’ at the top right-hand corner of your spreadsheet.
2. Name the view something that makes sense to the filtered data (e.g, Recent expenses or Subscriptions only for the examples displayed above).

Click ‘Save’.

Now that you’ve filtered your transaction data and saved it as a custom view, did you know you can also instantly switch between all your saved views?

That’s right, you don’t need to recreate filters every time you open your sheet!

To do that:

• Next to ‘Save view’, click the ‘X’ to close the current filter view (this will reset the view to your original Income/Expenses sheet).
• Click  ‘Data > Filter views > Change view’ in the top menu.
• You should then see the title of all the different views you’ve created.
• Select the relevant view.

This then transports you back to the custom view you created with real-time data updates!

Note: The custom filter steps above can be applied to your ‘Expenses’, ‘Income’, and ‘Tasks’ sheets in Sheetify Bookkeeping.

So, if you’re ready to stop drowning in data and start finding the financial insights you need instantly, what are you waiting for?

Go check out the custom filter view feature for yourself now!

Learn more about this step-by-step process in my visual, in-depth guide here.

Filtering your income and expense transactions in Google Sheets isn’t just a ‘nice-to-have’ feature…… It’s seriously your secret weapon for staying financially sharp!

Instead of getting lost in a sea of numbers, a quick filter lets you instantly:

Zoom in on the exact data you care about without scrolling down endless columns.

See where your money’s going (and where it shouldn’t be!)

Track overdue invoices before they hurt your cash flow.

Spot trends that help you plan smarter and grow faster.

Pull up financial insights for investor check-ins or tax deadlines in seconds.

It essentially transforms your cluttered spreadsheet into a dashboard of clarity, giving you total control over your finances without the stress!

Because when you can find answers fast, you can make decisions that move your business forward even faster. Which is the goal, right?

Are you looking for an innovative bookkeeping solution that doesn’t drain your wallet or your time?

Say hello to Sheetify Bookkeeping, the smarter, simpler way for managing your finances right inside Google Sheets.

Built specifically for startups and small teams, Sheetify Bookkeeping gives you everything you need to track income, expenses, goals, tasks, and finances……

All in one clean, intuitive Google Sheets spreadsheet. 

With Sheetify Bookkeeping, there are no downloads, complex accounting platforms, or steep learning curves involved.

Just simple and effective bookkeeping tools and features that small businesses actually use.

Instead of paying monthly fees for bloated bookkeeping software, Sheetify Bookkeeping is available for a one-time payment of $57, unlocking lifetime access!

That means zero subscriptions, zero surprise charges, and a tool that grows with your business, not your bill.

But don’t let the simplicity fool you! Behind the scenes, this Google Sheets bookkeeping solution is powered by smart automation using Google Apps Script. 

Better yet, your data updates in real time, crucial reports populate automatically, and everything stays organized and ready for investors, tax time, or your next big decision.

Just enter your numbers, and Sheetify handles the structure, calculations, and financial clarity for you.

If you want bookkeeping that feels effortless, affordable, and perfectly aligned with how small teams operate…Sheetify Bookkeeping is exactly what you’ve been waiting for.

Check out this in-depth video guide to find out more about Sheetify Bookkeeping here.