All Filters on the left-hand side of the Report Preview (Accounts, Text/Amount, Tags and Categories), whenever you make changes, you will need to click on the:
- The Update Button to view your changes.
- The Reset Button will reset your report back to your Default Report unless the Lock Report Button is checked.
- The Lock Button
The “Filter Lock” button
The “Filter Lock” button locks your current filter (date, accounts, categories ..). When pressed (locked), you can still customize your report, but when you click the Reset button, instead of RESETTING your report back to the default report, It will select your locked filter.
Some example of how to use this feature are:
- You are running reports are only certain categories
- Your working on taxes and you want to temporarily use the same Date Range, ‘Last Year’
- Working with certain tags. This is a great option are utilizing Mint’s tags
Personally, I added this for myself. When working on my business reports, I LOCK business accounts and Date Ranges.