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  1. Display the report or graph you want to filter.
  2. Click Customize.
  3. Click the Advanced tab to limit transactions by their amounts or transaction types.
  4. Click the Categories, Payees, Tags, or Securities tab.
    • Where is the Tags tab?
  5. In the Payee, Memo, and Category fields, enter the payee, memo, or category to match.
    • How do I enter match information?
    • What should I keep in mind as I enter match information?