To
Select a Filter:
1. Be sure you are in CheckBook's
Entry Table or Reconcile Table. Selecting the Entry
Tab at the bottom of the CheckBook Window will take
you to the Entry Table. Selecting the Reconcile Tab
at the bottom of the CheckBook Window will take you
to the Reconcile Table.
2. Press the Filter Button at the top
of the CheckBook Window, located just left of the Search
Field. The Filter Button has a magnifying glass icon.
3. A popup menu will appear. Choose the
appropriate Filter from this menu. The first few Filters
are designed to work together with the Search Field, allowing
you to search specific Entry Table fields. The rest of
the Filters will allow you to you search for Entries based
on certain preset date ranges or their Resolved status.
Tips:
The currently selected Filter is printed immediately below
the Search Field.
By default, Filter settings are saved from one CheckBook session to the next. This allows you to quit CheckBook, launch it later and pick up where you left off. You can change this preference by toggling the "Save Filter Settings Between Sessions" checkbox in the General Tab in the CheckBook Preferences Sheet. With this checkbox toggled 'on', your selected Filter will be reset to the General Filter, with no data, each time you launch CheckBook.
Also by default, when you add or change an Entry, the selected Account's Entries are re-Filtered using the current Filter. You may lose sight of a newly added or changed Entry if its data does not match the current Filter's criteria. This preference can be changed by toggling the "Cancel Filter When Adding or Changing Entries" checkbox in the General Tab in the CheckBook Preferences Sheet. With this checkbox toggled 'on', your current Filter will be canceled when you add or change an Entry.
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