&Darin.Strait; &Darin.Strait.mail;
&Jack.H.Ostroff; &Jack.H.Ostroff.mail;
2024-12-01
5.2.0

# Search Transactions

You can use the Search transactions dialog to search your data for transactions based on criteria that you specify. You can access the dialog by selecting the Edit Find transaction... menu item, or typing &Ctrl; &Shift;F.

There are two main tabs in this dialog. The Criteria tab displays a number of subtabs for specifying the search criteria. When the Find button is pressed, the search is initiated and all criteria that have been entered on any of the Criteria subtabs will be taken into account.

After the search has completed, the results will be displayed under the Result tab. Below the list of results, &kmymoney; shows the number of transactions that met the search criteria. Double-clicking an individual transaction in the result list will bring up the appropriate ledger with that transaction selected.

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

The Close button closes the Search Transactions dialog box.

## Search Criteria

There are several subtabs under the main Criteria tab, each of which allows you to specify a different type of search criteria. Below the area for specifying the criteria, &kmymoney; lists each of the different types of criteria that are currently specified for the search.

### Text

search transactions, criteria tab, text subtab
search transactions, criteria tab, text subtab

This tab allows you to specify text to search for. There are also a dropdown field and two check boxes that control how the text is used in the search.

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

- Best will find Best Cakes, Inc.

- est will also find Best Cakes, Inc.

In the dropdown field next to the text field, select Contains if you want to find transactions that contain the text, or select Does not contain if you want to find transactions that do not contain the specified text.

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 expression. For details on how to craft a regular expression, visit the &Qt; documentation about the QRegularExpression class.

### Account

search transactions, criteria tab, account subtab
search transactions, criteria tab, account subtab

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 checkbox. If you click All, all accounts are marked for searching. If you click None. no accounts will be marked for searching. Individual accounts can be marked or unmarked by clicking the box next to the account name using the &LMB;. A complete hierarchy of accounts can be marked or unmarked by clicking the box using the &RMB;.

### Date

search transactions, criteria tab, date subtab
search transactions, criteria tab, date subtab

This tab allows you to specify which dates should be searched. The date refers to the post date of the transaction.

The Range dropdown provides a convenient way to set the From and To date controls. The From and To controls can be manipulated individually. Dates can be entered manually, and clicking the down arrow at the right of the field will bring up a typical calendar widget to select the date. The controls will prevent you from entering non-existing dates. Date values can also be changed by clicking the up and down arrows while the cursor in within a particular part of a date.

### Amount

search transactions, criteria tab, amount subtab
search transactions, criteria tab, amount subtab

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 the calculator icon, a small on-screen calculator will pop up to assist you in entering a value.

### Category

search transactions, criteria tab, category subtab
search transactions, criteria tab, category subtab

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

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

Individual categories can be marked or unmarked by clicking the checkbox next to the category name using the &LMB;. A complete hierarchy of categories can be marked or unmarked by clicking the box using the &RMB;.

### Tag

search transactions, criteria tab, tag subtab
search transactions, criteria tab, tag subtab

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

Tags that are marked for search are indicated with a checked box. If you click Select all, all tags are marked for searching. If you click Select none, no tags will be marked for searching. Individual tags can be marked or unmarked by clicking the checkbox next to the payee name.

If you check the Select transactions without tags box, only transactions with no tag will be selected.

### Payee

search transactions, criteria tab, payee subtab
search transactions, criteria tab, payee subtab

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 Select all, all payees are marked for searching. If you click Select none, no payees will be marked for searching. Individual payees can be marked or unmarked by clicking the box next to the payee name.

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

### Details

search transactions, criteria tab, details subtab
Search transactions Dialog, Details tab

This tab allows you to specify various additional search 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.

## Search results

The Result tab displays the Entry (entry date, optional,) Date (posting date,) Account, Payee, Details (memo,) C (reconciliation status,) Decrease, and Increase for each transaction that matches the search criteria you have entered. Clicking the &RMB; on the header row of the results list allows you to toggle the display of the optional columns.

Double-clicking a transaction will display the corresponding account ledger with that transaction selected.