Bank Account Filters

To access bank account filters, select Filters from the action bar above the list. These filters make locating bank accounts easier and faster, and are also useful in creating specific lists of bank accounts. For example, you can create a list of bank accounts based on the bank name, type of account, or status.

Available bank account filters:


  • Bank name

  • Type (Checking, Savings, Other)

  • Status


  • Date last changed

  • Last changed by user

  • Created by user

Once you set your filters, select Apply filters. To clear your filters, select Clear all filters.