Way to filter out certain Groups/Categories in the Live P&L report?

[jasonbgardner]

@randy is there an easy way to filter out certain Groups/Categories? Wife runs a Schedule C business that I track through here with An Income and Expense group set up and their own respective categories. Rather than include all of our personal + business trying to isolate just the business component

[randy]

Have you checked out the Filter View functionality?

[anthony.yeung]

I just starting using the Live P&L and I’m loving it.

I’m looking for something similar.

Is there a way to filter the P&L based on tags?

[heather]

@anthony.yeung , welcome!

I don’t think there is a way to apply a filter to the P&L.

The Category Rollup report does allow you to filter by tag if you have a Tags column in the Categories sheet though.

Docs: Category Rollup Report

Use our two category rollup reports to get a detailed, transaction-by-transaction view of your finances for a selected time period organized by type, group, and category— available in two report types: Category Rollup - use for line-item detail grouped by category across a specified period Budget Period Rollup - use for reporting against a Tiller-Money budget at the end of a month Category Rollup and Budget Period Rollup reports present static views of your data. If you make changes to th…