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FAQ: How can I filter cash transfer transactions?

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Learn how to leverage filters to find specific information in the Data table.


First make sure that the Data table is in the ‘Transactions’ view. You can then input one condition as ‘Account IS Level 3 Cash’ with an ‘AND’ clause, and another condition as ‘Debit >0’ 'AND' ‘Credit >0’.


Note: The exact filter conditions and terms suggested above may not be identical in every dataset. Using any similar terms based on the dataset being used will present the desired outcome.

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