product December 19, 2025

Favorite Filters: Save & Reuse Complex Transaction Searches

New feature allows saving complex transaction filters for instant reuse. Track usage patterns and access your most-used searches with one click.

Coincile Team

We’re excited to announce Favorite Filters - a powerful new feature that lets you save and instantly reuse complex transaction filters.

The Problem We’re Solving

Crypto accountants often need to view the same transaction subsets repeatedly:

  • “All BTC transactions above $10,000”
  • “Unreconciled Binance deposits from Q4”
  • “Gas fees for Ethereum mainnet”
  • “Staking rewards eligible for automation”

Before today, you had to rebuild these filters every time. Now you can save them.

What’s New

1. Save Any Filter Combination

Build a filter once, save it forever:

Field: Asset ID = BTC
Field: Amount > 10000  
Field: Status = Unreconciled
Field: Integration = Coinbase

→ Save as "Large BTC Deposits - Review"

2. Instant Access

All saved filters appear in your transactions modal with:

  • One-click application - No rebuilding required
  • Usage tracking - Most-used filters bubble to the top
  • Visual indicators - See when filters were last used
  • Quick search - Find filters by name or description

3. Usage Intelligence

The system tracks when you use each filter:

  • Created: When the filter was first saved
  • Last Updated: When filter rules were edited
  • Last Used: When the filter was applied

Filters you use frequently automatically move to the top of your list.

4. Team Collaboration

Share filter knowledge across your organization:

  • Descriptive names help teammates understand filter purpose
  • Optional descriptions provide context (“Use for month-end reconciliation”)
  • Eligibility flags control which filters can be used in automation rules

5. Flexible Management

Full control over your saved filters:

  • Create from transaction page or settings
  • Edit filter rules anytime
  • Delete filters you no longer need
  • Organize by usage frequency automatically

Real-World Use Cases

Accountants

Save filters for:

  • Month-end closing procedures
  • Client-specific transaction views
  • Audit preparation queries
  • Tax reporting subsets

Treasury Teams

Quick access to:

  • High-value transaction reviews
  • Exchange balance checks
  • Counterparty analysis
  • Risk monitoring views

Controllers

Streamlined workflows for:

  • Unreconciled item reviews
  • Category verification
  • Period-end reporting
  • Compliance checks

Technical Details

Complete Filter Rules Only

Only fully-configured filter rules are counted and saved:

  • Field selected ✓
  • Operator chosen ✓
  • Value provided ✓

Incomplete rules are highlighted but not saved, ensuring filter quality.

Security & Privacy

  • Filters are organization-scoped (not shared between orgs)
  • Minimal data exposure via API
  • Full audit trail of filter creation and usage
  • Permission-based access control

API Integration

Favorite Filters are fully accessible via our API:

  • GET /private/favorite-filters - List all filters
  • POST /private/favorite-filters - Create new filter
  • PATCH /private/favorite-filters/{id} - Update filter
  • POST /private/favorite-filters/{id}/touch - Track usage
  • DELETE /private/favorite-filters/{id} - Delete filter

Getting Started

From Transactions Page

  1. Click “Filter” button
  2. Build your filter rules
  3. Click “Save as favorite”
  4. Name it and add optional description
  5. Save!

From Settings

  1. Navigate to Settings → Favorite Filters
  2. Click “New Favorite Filter”
  3. Configure filter rules
  4. Save with name and description

Performance Impact

Zero performance overhead:

  • Filters load instantly from cache
  • Usage tracking is async (non-blocking)
  • Efficient database indexing
  • Optimized for large transaction sets

Pricing & Availability

Available on all plans:

  • Starter: 5 favorite filters
  • Professional: Unlimited filters
  • Enterprise: Unlimited filters

Available now for all Coincile users.

Questions about Favorite Filters? Contact our team or check the API documentation.

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