Setting up a search

You can find transactions by any or all of the following criteria. Each one has a tab in the dialog where you may enter the match value(s) and comparison method.

If you specify multiple criteria in the search, all of the criteria must be true for the transaction to be displayed.

Account searches

In the Account tab, select any accounts of interest and then choose whether transactions affecting Any, All, or None of these accounts is to be displayed.

If you select "All" accounts from the picker at the top of the tab, the only transactions that will be show are those which affect all the selected accounts.

For example, if you select My Checking Account and My VISA Account and then choose All, only transfers from Checking to Visa will be shown.

If you select "Any" from the picker, transactions affecting any selected amount will be shown. For example, if you select "My Checking Account" and "My VISA Account" and then choose "Any", your entire checking account and your entire Visa account will be shown together in the Search Results window.

Date searches

In the Date tab, you can specify a date range for the transactions you wish to find. The year, month, and day fields are in the order you specify in Preferences:International:Date Format.

If you want to locate any transaction before a certain date, specify your date in the second date entry and put a distant date in the past in the first date entry. The default date is January 1, 1900, which should be distant enough for most peoples' purposes.

Similarly, if you want to find any transaction after a certain date, put the date in the first date entry and put a date after your last transaction in the second entry.

Amount searches

The searches in the Amount, Shares, and Price tabs allow you to search for particular quantities in various transaction fields. You need to enter both the amount (in the entry box) and the type of comparison (with the option menu to the left of the entry box). The amount in the entry box is always positive.

For the Amount tab, you need to indicate whether you are interested in debits, credits, or both.

String searches

In the Description, Number, Memo, and Action tabs, you can specify a string which is matched against the respective fields of splits and transactions.