# Filters & presets

Narrow the home feed down to the transactions you care about, then save the combination as a preset for one-tap recall.

ℹ️ Home only

Filters apply to the **home feed only**. The [Stats](/content/guide/reports/index.html) tab has just a time-period control and is unaffected by whichever filter you have active.

## The filter row

The chips at the top of the home tab — **Search**, **This month**, **Attachments**, and so on — are individual filters. Tap any of them to refine the list.

On the leftmost side of that row is a **funnel icon** with a number next to it (it shows **0** when nothing is filtered, otherwise the count of active filters). Tapping the funnel opens the **filter presets** sheet — your saved combinations, plus the default.

## Saving a preset

Presets work a little differently from "save the current settings". To create one:

1. Close the presets sheet if it's open.
2. Adjust the chips so the active filter is _different_ from the default preset. (If your current filters match the default, the button to save won't appear.)
3. Open the funnel sheet again — at the bottom you'll see **Save as new**. Tap it and give it a name.

The new preset shows up in the sheet next time you open it, ready to apply with one tap.

## Editing & deleting presets

Presets aren't editable in place — to change one, create a new preset with the filters you want and delete the old one. Both actions live behind swipe gestures on the preset row in the sheet:

- **Swipe left** on a preset to reveal the delete action.
- **Swipe right** to set it as the default.

ℹ️ Swipe gestures across Flow

Most list rows in Flow — transactions, presets, accounts — use the same pattern: swipe in one direction for the primary action, the other for the secondary. The exact actions per row are pre-configured (not user-customizable), but the gesture pattern is consistent.

## Useful preset ideas

- **Reimbursable** — tag _reimbursable_, last 90 days. A quick "what does my employer owe me?" view.
- **Big spending** — amount above some threshold, last 90 days. Catch the unusual.
- **Trip Tokyo 2026** — tag _trip tokyo_, custom date range covering the trip. Resurface it months later to settle a shared cost.

[en](/content/guide/filters/index.html)