Finding ledger transactions

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  1. Access the ledger.
  2. To find transactions by payee:
    1. In the Ledger Search section, in the Payee field, enter some or all of the name of the payee. 835abc25f14a89c88903f1b0841516f5
  3. To find transactions entered after a date:
    1. In the Ledger Search section, in the leftmost series of three fields, enter the month number, date, and year or select the Calendar button to choose a month, date, and year.
  4. To find transactions during a range of dates:
    1. In the Ledger Search section, in the leftmost series of three fields, enter the month number, date, and year or select the Calendar button to choose a month, date, and year.
    2. In the rightmost series of three fields, enter the month number, date, and year or select the Calendar button to choose a month, date, and year or select the Today button to enter today’s month, date, and year automatically.
  5. To find transactions entered before a date:
    1. In the rightmost series of three fields, enter the month number, date, and year or select the Calendar button to choose a month, date, and year or select the Today button to enter today’s month, date, and year automatically.
  6. To find transactions by payee name and any combination of after, before, or during a date range, make entries in the appropriate fields according to steps 2 through 5.
  7. Select Search. The system displays matching transactions. If no transactions appear, no transaction matched all of the criteria.

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Published: February 18, 2021