You can filter, search for and edit transactions from the bookkeeping tab on Coconut Web.


Filter by date range:

You may filter transactions visible on the bookkeeping tab by selecting the drop-down on the left of the screen.

Here you can choose between:

  • All dates

  • The current month

  • Last month

  • Previous tax years

  • Custom date range (set by you)

Filter by Type:

You may also filter the transaction list by specific categories such as Business income, or business expenses.

This will filter the bookkeeping tab to show only the type you have selected.

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