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Unlocked Feature - Filtering Tools



searching transactions by filtering

Filtering Tools are accessed by clicking on the button with the icon of a Magnifying Glass.



Filtering tools allow you to filter by item or range of the transactions Date, Check Number, Name, Amount, and Memo. When filtering the Transaction Table the register will show the Total Sum of the Transaction amounts filtered to.



Whenever the Transaction Table is filtered the Balance column value represents the Filtered Items only.


Click on the Date Checkbox to filter by date. The default search date for this field is the earliest date entered in the current register. To search a single date, double click and change the default value to the date you want to search or filter by.

To search a range of dates, Click on the Range Checkbox, double-click to edit the Range Date Field and enter the date you would like to filter to. The default value for this field is the last date entered in the current register.

Searching or Filtering by Check Numbers works the same as the previously mentioned Date search.



To search by Payee or Name double click in the Transaction Name Field and enter the name to search. Any transaction containing the letters or word entered will be displayed in the Transaction Table. To hide transfers from the current view, Click the Hide Transfers Checkbox.



To search a by amount, double click in the Amount Field and enter the amount to search or filter by. Keep in mind to search for a withdraw use a negative number such as -123.45.



To search a range of amounts, Click on the Range Checkbox, double-click to edit the Range Field and enter the amount you would like to filter to.

To search through the transaction memo's, double click in the Memo Field and enter a value to search. Any transaction containing the letters or word entered in the Memo Field will now be displayed in the Transaction Table.

Transactions Added to a Filtered Table inherited recieves the current Filter Values.



Clicking the Reset Filter Button removes all Filter Values and Clicking the Magnifying Glass Icon Button will close the Filter Tools Window.




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