finding 'names' from transactions

David Carlson david.carlson.417 at gmail.com
Fri May 3 18:21:04 EDT 2013


On 5/3/2013 4:02 PM, John Ralls wrote:
> On May 3, 2013, at 1:33 PM, "John R. Sowden" <jsowden at americansentry.net> wrote:
>
>> when I enter a transaction, under description I can enter a payee, if it is a check.  Is this name stored somewhere?  I tried vendors, employees and another (forget) reports to thy to find.  Is there a way to see 'all'
>> in one of those lists?  If I hit find with nothing in the search field I get the reprimand that I need something in the field, but there is no 'all' button.  Looking through transactions to find those written to an entity is very helpful.
> If you're using the basic ledger screen, which is the default, then you're most 
> likely entering it in the "Description" field, which happens also to be the default 
> in the Edit>Find dialog box.
>
> Vendors, Customers, and Employees are part of the Business subsystem and don't
> have much to do with the regular accounting registers.
>
> Regards,
> John Ralls
>
>
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Hi John S,

I find it useful to use the same name in the description field every
time I buy gasoline at Speedway #7511, for example, so I use the
auto-completion feature to help me be consistent.  Then I can
distinguish if I purchased gas in another town, for example.  This isn't
perfect, as names are not always consistent between downloads from
different banks or credit cards, but it works for me. 

You almost touch on a couple of other features that are very useful. 
Instead of scrolling through the register directly, you can 'jump' to
the transfer account (say, Auto:Fuel as in my example) and sort that
register alphabetically by description.  Then the most general type of
search is described in the Help manual under Tools and Assistants.

There are many different ways to do things, so I experiment to find what
works best in a given situation.

David C


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