[GNC] 8.1 Find (^F) set default search preferences?

[Adrien Monteleone]

Jeff,

All three of those would be nice options. On that last one, office apps usually have a Find along with a more powerful Find & Replace as separate dialogs with their own shortcuts. (you don’t have to replace if you don’t want to, but the Find is more powerful in that iteration). I conceive something similar would be useful for finding transactions/splits of a certain value quickly, but retaining the full power for when you need it.

I agree, I rarely use ‘Description’ and would prefer at the least, it remember what I last used. (which is almost always `Memo` for me)

I’ll offer you a glimmer of light at the end of the tunnel that once you get through your conversion, you’ll probably be using Find much less often. I used it extensively the first 6 months I was entering data, now, maybe once a month at best.

I *find* that entering transactions each and every single day, rather then letting them pile up, also helps reduce the need to research via Find.

While many institutions only offer 90-days of online history, you could probably write, call, or visit in person (if possible) for a full history. Expect maybe they’ll charge you for the favor, though they might do it for free if they just export a file to you rather than send a printout. (and you probably don’t want the paper and manual data entry anyway)

Regards,
Adrien

> On May 1, 2019, at 12:55 PM, Jeff Albrecht <jeffa at rodaw.com> wrote:
> 
> The major pain, for me at least, is not so much the ^F but the constant changing of the 'Find Transaction' options from 'Description' to 'Value' It's the only way I've used ^F so far - Value and has credits or debits -> equal to. I can see that flexibility of 'Find Transaction' will be very useful at some time. In my current marathon accounting balancing sessions (Still converting from Quicken*) I'm sure I've entered ^F nearly a hundred times or more.
> 
> How about something like some combinations of these;
> - A Boolean check box to save the options on close in the "Find Transaction' window.
>  -- Perhaps another check box for windows to remain open.
> - A preference to save the last used options in the 'Find Transaction' window.
> - An additional 'quick find' initiated by ^F that uses the value->has credits or debits->equal to and move the full find to menu initiated only.
> 
> 
> 
> * ProTip; Don't procrastinate more than three months to import new .OFX transactions as many institutions only save three months available online.
> 
>  - Jeff