update filtering page (#635)

Closes #604 Budget used (for future reference if these need revisiting): [docs-filtering-budget.zip](https://github.com/user-attachments/files/18776247/docs-filtering-budget.zip)
actualbudget · Feb 13, 2025 · bfc1b0e · bfc1b0e
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diff --git a/docs/transactions/filters.md b/docs/transactions/filters.md
@@ -17,47 +17,41 @@ Inevitably, there are some restrictions but these offer a great opportunity for
 
 Well, having got that out of the way please don’t let any of this put you off. Filters are a great tool – and there is lots more scope for further development.
 
-First go to the **All Accounts** view. This is to be sure that you are picking up all relevant transactions, rather than those from just one Account or Credit Card.
-
-![](/img/filtering/[email protected])
-
-Now select **Filter**. You will see from this drop-down that there are a number of options to choose from:
+First go to the relevant account screen and select **Filter**. You will see from this drop-down that there are a number of options to choose from:
 
 ![](/img/filtering/filter.png)
 
 The great thing is that you are not limited to just one Filter. You can select multiple filters. In effect stacking one upon another. An example will help illustrate this.
 
 There are further options within each area to narrow the filter further. Here are a couple to illustrate the choices – Dates and Categories:
 
-`Matches` is *[regular expressions](https://regextutorial.org/)*, the other condition types are further explained at [Rules Page](../budgeting/rules/#condition-types).
+The `matches` operator uses *[regular expressions](https://regextutorial.org/)*, the other condition types are further explained at [Rules Page](../budgeting/rules/#condition-types).
 
 ![](/img/filtering/conditions-1.png)
 
 ![](/img/filtering/conditions-2.png)
 
-**Note**: There are further options available by clicking the down arrow under **Date** and **Amount**. The **Date** options are *Year* and *Month*. The **Amount** options are to choose between  *Inflow* and *Outflow*.
+**Note**: There are further options available by clicking the down arrow under **Date** and **Amount**.
 
 ### Example
 
-In this example we are finding out how much the Mercedes car cost to run during the 2021 calendar year. To enhance this analysis a Note of each vehicle owned was added to transactions in the “Car” category group. Adding such a note is made much easier by ensuring that the Note is added to each relevant scheduled (recurring) transaction. In this instance the Note was added using the tag symbol (#Merc) but the # is not needed. It is a personal preference. Alternatively, you could just be more granular in your creation of Categories.
+In this example we are finding out how much the Mercedes car cost to run during the 2024 calendar year. To enhance this analysis a tag of each vehicle owned was added to transactions in the “Car” category group. Alternatively, you could just be more granular in your creation of Categories.
 
 ![](/img/filtering/multiple-filters.png)
 
-Here is an image of the multiple filters that have been selected. In this example, these include a Date range, multiple Categories, and a Note.
-
-![](/img/filtering/highlight.png)
+Now we want to see the total spent on the Mercedes car in 2021. This is shown at the top center of the page.
 
-Now we want to see the total spent on the Mercedes car in 2021. This is shown at the top center of the following image.
+![](/img/filtering/filtered-total.png)
 
-![](/img/filtering/highlight-2.png)
+But what if we need to drill down further and calculate just the costs were for maintenance of this particular car? By selecting the applicable transactions a revised total appears as shown below. Alternatively just remove the non-applicable category filters.
 
-But what if we need to drill down further and calculate just the costs were for servicing this particular car? By deselecting the non-applicable transactions a revised total appears as shown below. Alternatively just remove the non-applicable category filters.
+![](/img/filtering/selected-total.png)
 
 In the above Example we used the **Date is greater than** and **Date is less than** filters to illustrate the fine tuning that is possible. However, in this example of a simple calendar year it would have been quicker simply to click on the down arrow below **Date** and select as follows:
 
- ![](/img/filtering/Dates1@2x.png)
+![](/img/filtering/year-1.png)
 
- ![](/img/filtering/Dates2@2x.png)
+![](/img/filtering/year-2.png)
 
 ### Saving Filters
 
@@ -69,7 +63,7 @@ You'll then get a window that asks for you to name the saved filter. Type in wha
 
 ![](/img/filtering/set-filter-name.png)
 
-When you want to re-visit a previously saved filter, go to the **All accounts** tab, click on **Filter**, and select **Saved** in the dropdown.
+When you want to re-visit a previously saved filter, go to the relevant account page, click on **Filter**, and select **Saved** in the dropdown.
 
 ![](/img/filtering/select-saved-1.png)
 

diff --git a/static/img/filtering/[email protected] b/static/img/filtering/[email protected]
diff --git a/static/img/filtering/[email protected] b/static/img/filtering/[email protected]
diff --git a/static/img/filtering/accounts.png b/static/img/filtering/accounts.png
diff --git a/static/img/filtering/[email protected] b/static/img/filtering/[email protected]
diff --git a/static/img/filtering/conditions-1.png b/static/img/filtering/conditions-1.png
diff --git a/static/img/filtering/conditions-2.png b/static/img/filtering/conditions-2.png
diff --git a/static/img/filtering/filter.png b/static/img/filtering/filter.png
diff --git a/static/img/filtering/filtered-total.png b/static/img/filtering/filtered-total.png
diff --git a/static/img/filtering/highlight-2.png b/static/img/filtering/highlight-2.png
diff --git a/static/img/filtering/highlight.png b/static/img/filtering/highlight.png
diff --git a/static/img/filtering/modify-saved.png b/static/img/filtering/modify-saved.png
diff --git a/static/img/filtering/multiple-filters.png b/static/img/filtering/multiple-filters.png
diff --git a/static/img/filtering/save-filter.png b/static/img/filtering/save-filter.png
diff --git a/static/img/filtering/select-saved-1.png b/static/img/filtering/select-saved-1.png
diff --git a/static/img/filtering/select-saved-2.png b/static/img/filtering/select-saved-2.png
diff --git a/static/img/filtering/selected-total.png b/static/img/filtering/selected-total.png
diff --git a/static/img/filtering/set-filter-name.png b/static/img/filtering/set-filter-name.png
diff --git a/static/img/filtering/year-1.png b/static/img/filtering/year-1.png
diff --git a/static/img/filtering/year-2.png b/static/img/filtering/year-2.png