Limit (filter) transactions in a register

You can use the Filter icon to filter which transactions appear in a register with the following Filter fields:

• Find filters numbers or text in the following fields:
  • Reference number
  • Memo
  • Transaction amount (include a currency symbol to find only transaction amounts and not reference numbers)
• Reconcile Status filters by reconciled (R) or cleared (C) status
• Transaction type filters by transaction type
• Payee filters by any letter or number in a payee name
• Date filters by date ranges like today, yesterday, last quarter, and so on
• From filters from the date you enter to today
• To filters from the date you enter to all transactions before it
• From and To (used together) filter by a custom date range

To look for transaction amounts that are greater than or less than a specific amount, insert the symbol > or < before the currency symbol and amount in the Find field. For example: >$35 or <$35.

Filter a register

1. In the navigation bar, click Transactions > Chart of Accounts (or Accounting > Chart of Accounts depending on what you see).

2. Find the account you want and click its View register link in the Action column.
3. Click the Filter icon at the upper left of the register.
4. Enter your filter criteria.
5. Click Apply. The transactions in the register that match your target display by order of date.
6. If the transactions that match your target don't fit on one page, additional pages are added for the older transactions. Navigate to these pages using the links at the bottom of the register window.

Edit your filter criteria

In the Filter window, after you click the Apply button, your filter criteria appear above the register to the right of the Filter icon. If no transactions exactly match what you entered, you can edit your filter criteria or start over.

• To remove one of the filter criteria, click its X icon.

• To reset the filter and show all transactions in the register, click Clear filter / View All to the right of the Filter icon.

See also

Find a transaction in a register

Sort a register