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Searching for transactions
Screen BS408S06 (with screenshots)
Screenshot
To display this screen:
Click the Search button in the initial screen of the program Transaction Analyser - BS408
In this section:
The Search in pop-up
Referring to this screenshot
Start your search by making a selection using the Search In popup
Note that there are three search options.
Screenshot
The Ascending/Descending radio buttons
Referring to this screenshot
If you set the Search In
Popup to Search inside Paid to/Received from field
- Ascending will display the list of results in ascending alphabetic order based on the Paid To column
- Descending will display the list of results in descending alphabetic order based on the Paid To column
If you set the Search In Popup to Search the Amount field
- Ascending will display the results in ascending amount order
- Descending will display the results in descending amount order
If you set the Search In Popup to Search the Cheque No field
- Ascending will display the results in ascending Cheque no
order
- Descending will display the results in descending Cheque no order
The From Date and To Date fields
The From and To date fields cannot be changed in this
screen.
These dates are as selected in the initial screen.
The Obey Query and All transactions this date range radio buttons
- Obey Query
This is the default setting
When you click Search, Bank Genie searches the transactions which were selected
in the initial screen which met your query parameters (the selection you made for Banks, Categories, tags etc)
- All transactions this date range
This option allows you to search outside of the Query limitations (all
banks, all categories etc) but within the Date Range shown in the From and To date fields.
If Password
Security is ON, then transactions in Banks which the user does NOT have access to will NOT be shown.
The Back and Select button
This button is disabled when you
do a search to
Referring to this screenshot
Click to select a transaction in the list of search results
Click
the Back and Select button
- the search screen will close
- the initial screen (BS421S01) will reappear
- in the initial screen, the selected transaction will be displayed and shown highlighted (selected), ready for you to work with that transaction.
The Bank and Statement
Number for the transaction will be set correctly by Bank Genie.
Thus, the settings when the search was initiated may change.
The Edit button
Referring to this screenshot
Click to select a transaction in the list of search results
Click the Edit button
- If you are using Bank Genie Pro:-
the Edit Transaction screen BS421S03 will appear
You
may edit or delete the transaction in BS421S03
- If you are using Bank Genie 4:-
The Edit Transaction screen BS421S31 will reappear
You
may edit or delete the transaction in BS421S31
- when you close the edit screen, the Search screen will reappear.
The results list will be refreshed to reflect any changes you made when editing the transaction
When you double click on a result line
This has the same effect as clicking the Edit button - described above.
Back - to continue reading about the program Transaction Analyser - BS408
Summary of screenshots for screen BS421S05
Screenshot BS408S06-1 - The features available for doing a search
Screenshot BS408S06-2 - The options available after doing a search
Back - to continue reading about the program Manage Transactions-BS421
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