Darin
Strait

    darin.strait@ashdar-partners.com

2005-06-01
0.7

# Search Transactions

## General

The Search Transactions dialog searches your data based on criteria that you specify.

There are several tabs within this dialog. Each tab allows you to specify particular kinds of criteria. When the Search button is pressed, the search is initiated and all criteria that has been entered on any tab will be taken into account.

The Reset button resets all of the criteria on all of the tabs back to the defaults. This allows you to specify new search criteria.

The Close button closes the Search Transactions dialog box.

The results will be displayed in the lower portion of the dialog box after the search has completed. Double-clicking on an individual transaction in the result window will bring up the appropriate ledger and display the transaction.

## Text Search Criteria

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This tab allows you to specify text for the search criteria.

By default, this will match on simple substrings. For example:

- "Best" will find "Best Cakes, Inc."

- "est" will also find "Best Cakes, Inc."

If you check the Case Sensitive box, the search will be case sensitive. For example, "best" would not find "Best Cakes, Inc." if this option is set.

If you check the Treat Text as regular expression box, the text will be treated as a regular expresssion. For details on how to craft a regular expression, visit the Qt documentation at doc.trolltech.com, and look for the QRegExp class.

## Account Search Criteria

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This tab allows you to specify the accounts that should be searched.

Accounts are displayed in a tree format. Accounts that are marked for search are indicated with a check box. If you click the All button, all accounts marked for searching. If you click the None button, no accounts will be marked for searching. Individual accounts can be marked or unmarked by clicking on the box next to the account name.

## Date Search Criteria

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This tab allows you to specify which dates should be searched.

The "Range" control provides a convenient way to set the From and To controls. The From and To controls can be manipulated individually. Dates can be entered manually. The controls will prevent you from entering non-existing dates. Date values can also be changed by clicking on the up and down arrows. Clicking on the small calendar icon will bring up a calendar to easily select dates.

## Amount Search Criteria

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This tab allows you to specify what amounts should be searched for.

You can search for an exact amount or for a range of amounts. If you click on the calculator icon, a small on-screen calculator will pop up to assist you in entering a value.

## Category Search Criteria

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This tab allows you to specify which categories should be searched.

Categories are displayed in a tree format. Categories that are marked for search are indicated with a box. If you click the All button, all categories are marked for searching. If you click the None button, no categories will be marked for searching. If you click the Income button, income categories will be marked and expense categories will be unmarked. If you click the Expense button, income categories will be unmarked and expense categories will be marked.

Individual accounts can be marked or unmarked by clicking on the box next to the account name.

## Payee Search Criteria

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This tab allows you to specify which payees should be searched.

Payees that are marked for search are indicated with a box. If you click the All button, all payees are marked for searching. If you click the None button, no payees will be marked for searching. Individual payees can be marked or unmarked by clicking on the box next to the payee name.

If you check the Select transactions without payees box, transactions with no payee will be selected.

## Details Search Criteria

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You can search for various detail criteria.

### Type can be one of the following:

- All Types

- Payments

- Deposits

- Transfers

### State can be one of the following:

- All states

- Not reconciled

- Cleared

- Reconciled

### Validity can be one of the following:

- Any transaction

- Valid transaction

- Invalid transaction

You can search for a particular transaction number or search for a range of transaction numbers.