# Views

### Customizing Columns

Click the **Gear icon** (⚙) in the top right of any supported tab to open the column settings modal. From here you can:

* **Toggle columns on or off** — Show or hide available columns. The columns available will vary by tab.
* **Reorder columns** — Drag columns to rearrange the order they appear in the table.
* **Pin columns** — Pin a column to keep it visible as you scroll horizontally. Useful for anchoring key identifiers while reviewing other fields.

Click **Save** to apply your changes.

***

### Filters

Click **Add filter** to narrow what's displayed. Filters vary by tab.

Filters can be combined for targeted review. A few examples:

* Filter Transactions by **entity = Personal** to review personal transactions for reclassification
* Filter Transactions by **Reconciliation = Not Reconciled** to surface outstanding items
* Filter Bill Pay by **status** to see only **unpaid bills**
* Filter Chart of Accounts by **Account Source = Custom** to isolate custom accounts

***

### Saving Views

Once you've configured your columns and filters, you can save the layout as a named view:

1. Set up your preferred columns, order, and filters.
2. Click **Save View**.
3. Name the view and set it as your default landing view if desired.

Saved views are accessible from a dropdown, so you can quickly switch between different layouts depending on the task.

{% hint style="info" %}
Everyone with access to the workspace can see the same saved Views. They are not user-specific.
{% endhint %}

To edit an existing view, select it, adjust columns or filters via the **Gear icon** (⚙), and click **Save changes**.

{% hint style="info" %}
**Tip:** The column layout active on the Transactions tab also carries over when creating Tasks — the transactions included in a Task will use the same column layout that's active at the time.
{% endhint %}


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