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How to filter Budgets, Reminders & Goals in the calendar

Learn how to filter budgets, reminders, and goals in Money Tank to focus on what matters, view specific properties or businesses, and spot important dates fast.

Updated over a week ago

Focus on the reminders that matter right now

If you manage multiple properties or businesses, your calendar can fill up quickly. Filters help you narrow your view so you only see the reminders that are relevant at that moment.

Think of filters as a quick way to zoom in on what needs attention.

To filter reminders

  1. Go to Money Tank → Calendar

  2. Use the filters at the top of the calendar

You can filter reminders by:

  • Personal or Tank (Work, Sole, Property, Holdings)

  • Specific property or business

  • Reminder type

Filters apply to both the calendar and the Events panel.

How filters help in real life

Filtering reminders is useful when you want to:

  • review reminders for a specific property or business

  • check upcoming compliance deadlines

  • see insurance or lease renewals at a glance

  • separate personal reminders from business ones

  • plan maintenance or upcoming obligations

Instead of scrolling through everything, you see only what’s relevant.

Q&A

Do filters change or remove my reminders?

No, filters only change what you see on screen. Your reminders stay exactly the same.

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