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Manage views

The Views page lists every saved transaction register. Use it to organize pinned navigation items and maintain filters you reuse often.

Prerequisites​

  • Big Picture Money is unlocked

Open the Views page​

  1. In the left navigation, expand Transactions.
  2. Click Views.

View all saved views​

The page shows two groups when applicable:

SectionWhat it contains
Pinned in navigationViews that appear indented under Views in the left nav
Other viewsSaved views that are not pinned

Each row shows the view name, a short filter summary, and action buttons.

Open a view​

  • Click a pinned view name under Views in the left navigation, or
  • On the Views page, click Open on a row.

The Transactions register opens with that view’s filters applied.

Create a view​

  1. Open the Views page.
  2. Click Create view.
  3. Enter a Name.
  4. Choose Pinned — Pin to navigation or Save unpinned.
  5. Set filters (search text, dates, account, category, tag, cleared status).
  6. Optionally click Preview to see how many transactions match.
  7. Click Create view.

Pinned views appear indented under Views in the left navigation immediately.

Edit a view​

  1. On the Views page, click Edit on a row.
  2. Change the name, pin setting, or filters.
  3. Click Save changes.

You can also change filters from the Transactions register: open the view, click Filters, adjust rules, then Save options... / Save view.

Columns and sort​

A view also stores its column layout and sort. Open the view, click Columns, then show, hide, reorder, and sort — the choices save to the view. See Choose columns for a register.

Reorder pinned views​

Pinned views appear in the left navigation in the order shown under Pinned in navigation.

  1. On the Views page, find the view under Pinned in navigation.
  2. Click the up or down arrow next to it.
  3. Confirm the left navigation order updates to match.

Pin or unpin a view​

On the Views page, click Pin or Unpin on a row.

  • Pin — adds the view under Views in the left navigation.
  • Unpin — removes it from navigation; the view remains on the Views page and in the register picker.

Delete a view​

  1. On the Views page, click Delete on a row.
  2. Confirm in the dialog.

Deleting a view does not delete transactions. Account views can be recreated manually if needed.

Expected result​

  • Views in the left navigation opens the management page.
  • Pinned views appear indented under Views, in your chosen order.
  • Open loads the filtered register; Edit updates name and filters; Delete removes the saved view.

Ask Chat to propose a view​

With AI enabled, you can ask Chat to create, update, or apply a saved view from a description (for example “uncategorized groceries last month”). Review the preview card and click Apply. See Using AI Chat.