When you're creating visualizations of your cash flow data in the Analysis and Reports sections of Trovata, you can use both the Filters and Group By functions. Here are the main differences between the two options:

Filters are used to narrow down the data being analyzed and/or reported on.

When analyzing your transaction data, you can you can filter by Credits/Debits, Institutions, Currencies, Accounts, and Tags. When analyzing your balances data, you can filter by Institutions, Currencies, and Accounts, as well as by Entity, Region, and Division.

Group By is used as a way to slice your "narrowed down" data (if using filters) into multiple sections. When analyzing your transaction data, you can you can group by Currency, Institution, Account, and Tag. When analyzing your balances data, you can group by Currency, Institution, and Account, as well as by Entity, Region, and Division.