Filters let you zoom in on exactly the activity you care about, no more scrolling through everything to find the one transfer, transaction, or rule run you’re looking for.
Use them to slice your Activity Log down to the most relevant details in seconds.
A Quick Note on Terminology
In Sequence, when we say internal vs. external, here’s what we mean:
Internal → Transfers made within Sequence
(Between Pods, Income Sources, and other Sequence accounts)External → Transfers made between Sequence and an outside bank
(Chase, Wells Fargo, Capital One, etc.)
This distinction becomes especially helpful when filtering by activity type or direction.
Filter Options
You can filter your Activity Log by the following:
Date
Date
Choose a specific date range to only show activity from that window.
Account
Account
See the history for one or more Pods, Income Sources, or external accounts.
Beneficiary
Beneficiary
Filter activity by the owner — personal, business, or joint beneficiaries.
Activity Type
Activity Type
Narrow the feed to specific types of movement:
Cashback
Debit Card Activity
Purchases or refunds made using your Sequence debit cardsMoney In
Funds received into an Income Source or PodOne-Time Transfer
Manual transfers you initiated yourselfPulled From Sequence
Funds debited directly from a Pod/Income Source (including debit card transactions)Rule-Triggered Transfer
Transfers initiated automatically by your rules
Direction
Direction
Incoming → Funds flowing into a Sequence account
Outgoing → Funds flowing out of a Sequence account
Useful for isolating deposits vs. payments.
Status
Status
See only the activity in a particular state:
Processing — transfer is actively moving
Pending — waiting to clear or for more information
Complete
Failed
Clicking a transfer will show the full status timeline + ETA.
Hide Internal Transfers
Toggle this to instantly hide all internal movements (within Sequence), and focus only on interactions with the outside world.
This is especially helpful for bookkeeping or tax prep.
Download Your Filtered View
Once you’ve narrowed down your Activity Log, click Download in the top-right corner and choose Current View.
Your exported report will match exactly what’s on your screen making it perfect for reconciliation, sharing with your accountant, or keeping clean business records.
Next up: we’ll walk through the downloadable document types (CSV, PDF, Current View reports) — and when to use each one.