Filters
Timeline
Draws records over time and keeps the dates you brush. You choose the window and, on a forecast, the risk you accept; the data decides the rest.
| Port | Side | What it carries |
|---|---|---|
main chart | In | The records to draw and cut — transactions, invoices, a balance or a forecast. |
comparison charts | In | Optional records or numbers drawn alongside for comparison; they are shown, never cut. |
filtered | Out | The records inside the dates you chose — all of them while nothing is chosen. |
What you choose
Which dates you are interested in. Drag across the chart to brush a window, or open the menu at the top of the card for a ready-made one: today, last week, the current month, year to date, the future, the past — or a custom range. Clear filter lets everything through again.
What is plotted is chosen on the axis: balance, amount, item count or another column on one, and which date to read on the other — due date rather than issue date, say.
What Fluidly decides
- The view. A source that reports its own balance opens on the balance; one that only reports movements opens on the amounts.
- The period. Left on Auto, the records are binned by the period that suits their span. Day, week, month, quarter or year are there when you want to fix it.
- The cut. Only whole records are kept or left out; no number changes its meaning. Running balances on each side are recalculated from the records' own opening balance, so the starting point never moves.
A window that covers every date is no filter at all, and passes everything. A window that holds no records passes nothing on.
The fan
When the records carry a range of outcomes — a Forecast does — the Timeline draws them as a fan around the expected path. Each band is labelled by how likely it is: 5% risk below, 5% chance above.
Click a band to accept that level of risk. From then on that path, not the expected one, goes downstream — so a trigger after the Timeline watches the lowest balance you should plan for. Click it again to go back to the expected path.
Comparison
Records on comparison charts are drawn on the same axis: on top of the main chart, as the difference between them, or stacked. They help you read the main chart; what goes out is decided by the main chart alone.
Example
Bank Account → Forecast → Timeline → Range trigger → Email: the next three months of cash, with the 5% risk band chosen on the Timeline. The Range trigger watches that path, and the Email sends when even the cautious case drops below your line.