1. Create view

You'll need to create a new splits view in order to better filter your data.

<aside> 💡 What are splits?

</aside>

2. Add filter

Next step is to add a custom filter to your view, similar to what's shown on this image:

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/6c4d5955-4109-4e70-93f7-c55f701706d1/Untitled.png

The important thing is to add the type of accounts you want to filter for (ie. expenses or income) and a date for the period you want to filter for.

<aside> 💡 Hint: queries such as "this year" or "last month" will work

</aside>

3. Group by category

Open the view editor and add a grouping for the Account column.

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/6ad08c7d-6c8b-4a94-8380-9162bf98f352/Untitled.png

If you want to also group by transaction type (ie. income or expenses), you'll need to first ad a new Account supertype column and then add it as a grouping.