Search accounts based on date, payee, transaction type, category, tags, memo, transaction number, check number, security, and/or amount. Search transactions across all accounts in the Transactions section or within an account's Transactions section. Perform transaction searches in either the table list view or the calendar view.
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Table list view
General layout info:
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Search transactions (List view):
- Select the search field by click on it, tabbing to it or by pressing Command-F. Then type to search.
- Click on the magnifying glass icon in the search field to adjust the parameters for the search.
- End the search by deleting the entered search from the search field, or by pressing the x in the search field or by pressing Escape (Esc) while in the search field.
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Calendar view
General layout info:
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Search transactions (Calendar view):
- Select the search field by click on it, tabbing to it or by pressing Command-F. Then type to search.
- Click on the magnifying glass icon in the search field to adjust the parameters for the search.
- End the search by deleting the entered search from the search field, or by pressing the x in the search field or by pressing Escape (Esc) while in the search field.
Tip:
During searches the listing above the transactions area will change to display the search info such as "Search: 4 Items for -$123.45".
Tip:
Adjust the account settings to aid in searches such as limiting the date range of transactions.
Tip:
Amount searches can be done using partial amounts such as searching for "150" which will return any transactions with amounts between 150.00 and 150.99 plus any transactions with amounts between -150.00 and -150.99.