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253 lines
7.9 KiB
253 lines
7.9 KiB
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<ARTICLE ID="XACC-LOCATINGTXNS">
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<ARTHEADER>
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<TITLE>Locating transactions with the "Find Transactions" dialog</TITLE>
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</ARTHEADER>
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<PARA>Bill Gribble <grib@billgribble.com></PARA>
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<ANCHOR ID="FINDOVERVIEW">
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<sect1>
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<TITLE>Overview</TITLE>
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<PARA>
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</PARA>
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<PARA>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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<ITEMIZEDLIST>
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<LISTITEM>
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<PARA> Account(s) affected by the transaction, </PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA> Value of the transaction,</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA> Date </PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA> Memo field</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA> Transaction description</PARA>
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</LISTITEM>
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</ITEMIZEDLIST></PARA>
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<PARA> etc.
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<ITEMIZEDLIST>
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<LISTITEM>
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<PARA> You may bring up the <EMPHASIS> Find Transactions </EMPHASIS>
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dialog by clicking on the "Find" button in the main GnuCash window or
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any register display window.
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</PARA>
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<PARA> The results of your search will be shown in a register display
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similar to the ones used to display your accounts, with the window
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title "Search Results".
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</PARA>
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<PARA>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. </PARA>
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<PARA> By combining multiple searches,
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you may construct rather sophisticated queries to display exactly the
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subset of your transactions that you want to see.</PARA>
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</LISTITEM>
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</ITEMIZEDLIST>
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<ANCHOR ID="HOW-TO-FIND"></PARA>
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</sect1>
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<sect1>
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<TITLE>How to use the Find Transactions dialog</TITLE>
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<PARA> </PARA>
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<PARA>The Find Transactions dialog has two main parts.
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<ITEMIZEDLIST>
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<LISTITEM>
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<PARA> 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. </PARA>
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<PARA> See <LINK LINKEND="SETUP">Setting up a
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search</LINK> for details on each search type.
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA>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.</PARA>
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</LISTITEM>
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</ITEMIZEDLIST>
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</PARA>
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<PARA>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 <LINK LINKEND="MODIFY">Modifying your search</LINK> for
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details.
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</PARA>
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<PARA>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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</PARA>
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<PARA>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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<ANCHOR ID="SETUP"></PARA>
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</sect1>
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<sect1>
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<TITLE>Setting up a search</TITLE>
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<PARA> </PARA>
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<PARA>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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<ITEMIZEDLIST>
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<LISTITEM>
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<PARA> Accounts affected by the transaction
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA> Date the transaction took place
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA> The string in the Description field
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA> The string in the Number field
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA> Amount of the transaction's splits
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA> The string in the Memo field
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA> Number of shares in a stock transaction
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA> Share price in a stock transaction
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA> The string in the Action field
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</PARA>
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</LISTITEM>
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</ITEMIZEDLIST>
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</PARA>
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<PARA>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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<ANCHOR ID="ACCOUNTSEARCH"></PARA>
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<sect2>
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<TITLE>Account searches</TITLE>
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<PARA>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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</PARA>
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<PARA>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. </PARA>
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<PARA> For example, if you select <EMPHASIS>My
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Checking Account</EMPHASIS> and <EMPHASIS> My VISA Account</EMPHASIS> and then choose <EMPHASIS>All</EMPHASIS>, only transfers from Checking to Visa will be shown.
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</PARA>
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<PARA>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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</PARA>
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</sect2>
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<sect2 ID="DATE">
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<TITLE>Date searches</TITLE>
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<PARA>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 <GUIMENU> Preferences:International:Date Format</GUIMENU>.
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</PARA>
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<PARA>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 distant date in
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the past in the first date entry. The default date is January 1,
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1900, which should be distant enough for most peoples' purposes. </PARA>
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<PARA>Similarly, if you want to find any transaction after a certain date,
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put the date in the first date entry and put a date after your last
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transaction in the second entry.
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<ANCHOR ID="AMOUNT"></PARA>
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</sect2>
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<sect2>
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<TITLE>Amount searches</TITLE>
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<PARA>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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</PARA>
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<PARA>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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<ANCHOR ID="STRING"></PARA>
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</sect2>
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<sect2>
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<TITLE>String searches</TITLE>
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<PARA>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. <ITEMIZEDLIST>
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<LISTITEM>
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<PARA> By default, the match used is a
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case-insensitive substring match. </PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA> If you select the "Case sensitive"
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toggle button, the search is a case-sensitive substring match. </PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA>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.</PARA>
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</LISTITEM>
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</ITEMIZEDLIST>
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<ANCHOR ID="MODIFY"></PARA>
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</sect2>
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</sect1>
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<sect1>
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<TITLE>Modifying your search</TITLE>
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<PARA> </PARA>
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<PARA>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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<ITEMIZEDLIST>
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<LISTITEM>
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<PARA><EMPHASIS>New Search.</EMPHASIS> 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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</PARA>
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</LISTITEM>
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</ITEMIZEDLIST>
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</PARA>
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</sect1>
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</ARTICLE>
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<!-- Local variables: -->
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<!-- sgml-parent-document: "gnucash.sgml" -->
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<!-- End: -->
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