How to Filter Accounts by Category in Xero (Full Guide 2026)

In this video, we discuss how to filter accounts by category in Xero, a quick way to narrow down the Chart of Accounts to specific types like expenses or assets. You'll learn to use the category tabs to instantly filter accounts by category in Xero, saving time scrolling through hundreds of entries. This tutorial covers the Assets, Liabilities, Equity, Expenses, Revenue, and Archive tabs, making it easy to find exactly what you need.

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00:00 Introduction to Filtering Accounts
00:30 Accessing Chart of Accounts
01:09 Understanding Category Tabs
01:40 Filtering by Assets Tab
02:02 Filtering by Liabilities Tab
02:22 Filtering by Equity Tab
02:39 Filtering by Expenses Tab
03:03 Filtering by Revenue Tab
03:13 Filtering by Archive Tab
03:40 Recap and Quick Tip

Видео How to Filter Accounts by Category in Xero (Full Guide 2026) канала JOSHUA