Filter a budgetBudgetingYou can narrow the grid to a slice of the budget and work on just that slice.1. Show the filter panelThe filters toggle in the toolbar shows and hides the panel.2. Narrow the gridSet the conditions you want. The grid — and the category rail with it — shows only what matches.3. Switch it offToggling the panel off **deactivates the active filters** and returns the grid to the full budget. Your drafted conditions are kept, so switching back on restores them rather than making you rebuild.That is worth knowing in both directions: the toggle is not just "hide the panel", it is "stop filtering".What filtering is forWorking on a slice. Everything tagged VFX, everything without a company assigned, everything in one currency — filter to it and edit in place, rather than hunting the same rows across three categories.The natural companions are [tags](/kb/article/use-tags-on-accounts), which exist to create those slices, and the account-details dots, which make a missing assignment visible.Filter, search or highlight| | | | ---------------------------------- | ---------------------------------- | | **Filter** | changes what the grid contains | | **[Search](/kb/article/search-a-budget)** | takes you to one item | | **[Highlight](/kb/article/highlight-rows)** | marks rows without hiding anything |Filtering never changes a number. Totals continue to reflect the whole budget, not the filtered slice — the filter is a view, and a total that responded to it would be a different and much more dangerous feature.Markdown