# Questions? We have answers.

## Summary

**Materiality** represents the minimum monetary threshold used to determine which accounts or transactions are considered significant during an analysis.

Learn how to add and edit materiality in MindBridge, and how to [scope for significant accounts](https://support.mindbridge.ai/hc/en-us/articles/1500006178362).

**Note:** Materiality is only available to add in general ledger analyses.

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## Add/Edit materiality

Add or edit materiality from any of these tabs on the Analyze page:

- Financial statements
- Trends
- Ratios
- Prior period comparison
- Risk overview
- Risk segmentation
- Audit assertion risk
- Data table
- Annotations
- Reports*

*Materiality is set to read-only within the report for Summary of Transactional Risk, Planning Analytics, and Significant Account reports.

1. Go to any dashboard mentioned above.
2. Beneath Materiality, select **Add** or **Edit**.

The Add materiality window appears.  
3. Enter the material value in the **Materiality** field.  
4. If you are editing the value, add a reason for the change beneath **Rationale**.  
5. Select the checkbox to display material accounts when you go back to the Financial Statements tab.  
6. **Save** your work and add materiality to the analysis.

**Tip:** Once materiality has been added, you can use [automated scoping](https://support.mindbridge.ai/hc/en-us/articles/1500006178362) as well as filter on materially significant entries on the Financial statements, Risk overview, and Data table tabs.

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## Filter for materiality

**Note:** To enable filtering for materiality, you must add materiality to the analysis.

### Financial statements

If you selected the "show material accounts on financial statements" checkbox when adding/editing materiality, you will automatically see the Financial Statements dashboard populated with the Material accounts option.

1. Go to the **Financial statements** tab.
2. Use the **showing** filter to select whether you'd like to see All Accounts, Material Accounts, or Immaterial Accounts.

The Financial statements dashboard updates to show your selection.

### Risk overview

1. Go to the Risk overview tab on the Analyze page.
2. Use the Materiality filter to sort for:
   - **Above threshold**: Current period value is **above** the materiality threshold.
   - **Below threshold**: Current period value is **below** the materiality threshold.
   - **Above percentage of threshold**: Current period value is above the provided percentage threshold.

The Risk overview dashboard updates to show your selection.

### Data table

1. Go to the **Data table** tab on the Analyze page.
2. In the Filter builder, **Add a condition** from the following options:
   - **Above threshold**
   - **Below threshold**  
3. **Above percentage of threshold**  
4. **Apply** your changes to the filter builder.  
5. When you are satisfied with your filters, **Apply** your changes to update the Data Table.

Select **Cancel** at any time to discard filters and go back to the Data table tab.

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## Required materiality

Admins can make materiality a required input, which blocks the ability to perform scoping if materiality is not added.

1. Go to the [Analysis profile](https://support.mindbridge.ai/hc/en-us/articles/1500005592141).
2. In the Tools and settings section, use the toggle to ensure Required materiality is **Enabled**.
3. When you are satisfied, **Save** your changes.