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183 lines
7.5 KiB
183 lines
7.5 KiB
<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
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<html>
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<head>
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<title>Locating transactions with the "Find Transactions" dialog</title>
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<meta name="description" content=
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"The Find Transactions dialog allows you to search for transactions matching your criteria. By using multiple searches and the Search Results window, you can make queries that are arbitrarily specific."
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<meta name="keywords" content=
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"search, find">
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</head>
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<body bgcolor="#eeeeee">
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<h1>Locating transactions with the "Find Transactions" dialog</h1>
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<h3>Bill Gribble <grib@billgribble.com></h3>
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<a name="toc"><h2>Table of Contents</h2></a>
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<ul>
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<li> <a href="#overview">Overview
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<li> <a href="#how-to">How to use the Find Transactions dialog</a>
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<li> <a href="#setup">Setting up a search</a>
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<ul>
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<li> <a href="#accounts">Account searches</a>
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<li> <a href="#date">Date searches</a>
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<li> <a href="#amount">Amount searches</a>
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<li> <a href="#string">String searches</a>
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</ul>
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<li> <a href="#modify">Modifying your search</a>
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<li> <a href="#hints">Hints</a>
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<ul>
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</ul>
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</ul>
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<a name="overview"><h2>Overview</h2></a>
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<p>The Find Transactions dialog allows you to search for
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transactions which match criteria that you specify, including
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account(s) affected by the transaction, the value of the transaction,
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the date, the memo, the description, etc. You can bring up the Find
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Transactions dialog by clicking on the "Find" button in the main
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GnuCash window or any register display window. The results of your
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search will be shown in a register display similar to the ones used to
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display your accounts, with the window title "Search Results".
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<p>Clicking the "Find" button again within a Search Results
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register window allows you to add additional terms to the query whose
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results are displayed in that window. By combining multiple searches,
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you can create very sophisticated queries to show you exactly the
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subset of your transactions that you want to see.
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<a href="#toc">Table of Contents</a>
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<a name="how-to"><h2>How to use the Find Transactions dialog</h2></a>
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<p>The Find Transactions dialog has two main parts. The upper
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part of the dialog is a Notebook with tabs that allow you to specify
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the conditions of your search. See <a href="#setup">Setting up a
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search</a> for details on each search type. The lower part of the
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dialog is a selector which allows you to specify how the results of
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the search are to be combined with any previous search.
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<p>If you get the Find Transactions dialog by clicking the Find
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button in the main GnuCash window or any normal account display
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register, the only option available will be "New Search". If you
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select Find from within a Search Results register the other options
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will be available; see <a href="#modify">Modifying your search</a> for
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details.
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<p>Most simple queries can be directly handled by a single
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invocation of the Find Transactions dialog. The dialog has nine tabs,
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each of which represents a particular field of the transaction (or
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split) that you can search on. If you specify conditions on multiple
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fields (for example, selecting one or more accounts in the Accounts
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tab and also entering a date range in the Date tab), a transaction
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must match all the conditions you specify in order to be displayed.
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<p>If simple searches are not specific enough, you can combine
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them by clicking the Find button in a search results window and
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selecting any "Type of Search" except "New search".
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<a href="#toc">Table of Contents</a>
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<a name="setup"><h2>Setting up a search</h2></a>
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<p>You can find transactions by any or all of the following
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criteria. Each one has a tab in the dialog where you may enter
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the match value(s) and comparison method.
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<ul>
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<li> Accounts affected by the transaction
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<li> Date the transaction took place
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<li> The string in the Description field
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<li> The string in the Number field
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<li> Amount of the transaction's splits
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<li> The string in the Memo field
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<li> Number of shares in a stock transaction
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<li> Share price in a stock transaction
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<li> The string in the Action field
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</ul>
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<p>If you specify multiple criteria in the search, all of the
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criteria must be true for the transaction to be displayed.
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<a name="accounts"><h3>Account searches</a></h3>
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<p>In the Account tab, select any accounts of interest and then
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choose whether transactions affecting Any, All, or None of these
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accounts is to be displayed.
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<p>If you select "All" accounts from the picker at the top of the
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tab, the only transactions that will be show are those which affect
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all the selected accounts. For example, if you select "My Checking
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Account" and "My VISA Account" and then choose "All", only transfers
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from Checking to Visa will be shown.
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<p>If you select "Any" from the picker, transactions affecting any
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selected amount will be shown. For example, if you select "My
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Checking Account" and "My VISA Account" and then choose "Any", your
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entire checking account and your entire Visa account will be shown
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together in the Search Results window.
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<a name="accounts"><h3>Date searches</a></h3>
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<p>In the Date tab, you can specify a date range for the
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transactions you wish to find. The year, month, and day fields are in
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the order you specify in Preferences:International:Date Format.
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<p>If you want to locate any transaction before a certain date,
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specify your date in the second date entry and put a very early date
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in the first date entry. The default date is January 1, 1900, which
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should be early enough for most purposes. Similarly, if you want to
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find any transaction after a certain date, put the date in the first
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date entry and put a date after your last transaction in the second
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entry.
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<a name="amount"><h3>Amount searches</a></h3>
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<p>The searches in the Amount, Shares, and Price tabs allow you to
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search for particular quantities in various transaction fields. You
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need to enter both the amount (in the entry box) and the type of
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comparison (with the option menu to the left of the entry box). The
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amount in the entry box is always positive.
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<p>For the Amount tab, you need to indicate whether you are
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interested in debits, credits, or both.
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<a name="string"><h3>String searches</a></h3>
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<p>In the Description, Number, Memo, and Action tabs, you can
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specify a string which is matched against the respective fields of
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splits and transactions. By default, the match used is a
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case-insensitive substring match. If you select the "Case sensitive"
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toggle button, the search is a case-sensitive substring match. If the
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"Regular expression" button is selected, the match interprets the
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string you enter as a POSIX extended regular expression; case
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sensitivity is still determined by the "Case sensitive" button.
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<a href="#toc">Table of Contents</a>
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<a name="modify"><h2>Modifying your search</h2></a>
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<p>Clicking the "Find" button within a Search Results window allows
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you to modify or replace the search criteria used within that window.
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The search functionality is the same, but you have new options for
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how to use the results of the search.
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<ul>
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<li><b>New Search.</b> If you select "New Search", the current
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search will be replaced with the one you specify, and the results will
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be shown in the existing Search Results window.
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<p>If you
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<a href="#toc">Table of Contents</a>
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<a name="hints"><h2>Hints</h2></a>
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<a href="#toc">Table of Contents</a>
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</body>
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</html>
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