How do I search my accounts or filter the transaction view?

To search for a particular transaction:

Click in the search box on the toolbar, or choose View>Select Search Field:

search box

Type in a word or phrase. Every transaction that matches the word or phrase you typed will be displayed in the transaction view. A toolbar with additional search options will also appear across the top of the transaction view:

search options

By clicking the various buttons on this bar, you can choose whether to search all accounts or only the selected account; and whether to search for matches in the payee, memo, amount, and/or category fields.

visible totalThe figure displayed at the bottom-right corner of the main window is the total amount of all visible transactions. This figure is not equal to the account balance! It updates automatically to reflect the total of the transactions displayed as your search results.

To cancel the search and show all transactions in the account, click the x button inside the search box.

To filter your transactions:

Click one of these three buttons at the bottom of the main window: filter buttons

You can also access these filter options by choosing View>Show Transactions.

visible totalThe figure displayed at the bottom-right corner of the main window is the total amount of all visible transactions. This figure is not equal to the account balance! It updates automatically based on the account you have selected and the filter option you have chosen.