Can I filter transactions by spending channel?

1 min read

Summary

Yes, you can filter transactions by spending channel in Nance to view activity based on how you paid (UPI, card, ATM, or cash).


How This Works in Nance

Nance allows you to apply channel-based filters to narrow down transactions based on payment method.


Steps to Filter by Spending Channel

  1. Go to the Transactions page or Analytics/Comparison section
  1. Open the Filters option
  1. Select Payment Mode
  1. Choose one or more:
    • UPI
    • Card
    • ATM
    • Cash
    • Other payment modes available based on your transaction
  1. Apply the filter

What You’ll See

  • Transactions only from the selected channel(s)
  • Updated:
    • Transaction list
    • Insights and analytics (if applied in Analytics view)

Combine with Other Filters

You can combine channel filters with:

  • Date range
  • Category
  • Account

This allows precise queries like:

  • “UPI transactions for food this month”
  • “Card spending last week”

Important to Know

  • Channel detection is automatic based on transaction data
  • Cash appears only if manually added
  • Results reflect your latest synced data

Filter the method.

See the behavior.

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