Applying a Transaction View

The steps below explain how to apply a transaction view to the transaction list page or Quick Edit page. The view name appears after the list title once you have applied it.

To apply a transaction list view

1. Click the category/subcategory from the application home page, or choose Transactions | <category/subcategory>.

2. If you want to work with the Quick Edit page, choose Quick Edit.

3. Click View.

4. Select the view to apply.

5. Click Apply View.

6. To return to the full list, choose Transactions | <category/subcategory>.