Filtering your financial data in Google Sheets

You can filter your transactions or balances by any of the columns when you have a filter enabled on the sheet. By default, many of our finance spreadsheet templates have the filtering capability enabled. 

If your Transactions or Balance History sheet doesn’t have it turned on, or you need to turn it off, you can do so by selecting all the data on transactions sheet using the selector square in the upper left corner of the sheet and then clicking the Filter button from the Google Sheets toolbar.

Once the filter is enabled you’ll notice a down arrow next to the header for each of the columns on the transactions sheet. You have several filtering options available from this menu when you click the down arrow.

You can filter by condition, such as text contains, value is greater than or less than, or a custom formula. You can also filter by the values that are available in this column based on the data in the sheet. The Select all or clear buttons are handy when you want to filter by value. 

Remember to un-filter any columns after you’re done reviewing with the filters so you see all your data the next time you open your sheet. You'll know a filter is turned on you'll see a green "filtered" icon next to the column header.

Sorting your Financial Transaction Data in Google Sheets

You can also sort any column in your transactions sheet using the Filter menu. Here are a few examples of sorting you might experiment with for your finance data

  • Sort transactions from oldest to newest Sort the Date column from A → Z
  • Sort transactions from newest: Sort the Date column from Z → A
  • Group transactions with similar descriptions: Sort Description column A → Z
  • Group transactions by Account Name: Sort Account Name column A → Z
  • Group transactions by Institution: Sort Institutions column A → Z

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