[GNC] 8.1.1. Find Transaction

David Carlson david.carlson.417 at gmail.com
Fri Oct 2 23:15:34 EDT 2020


There you are, I graduated college in 1968.

Anyway I just created *Bug 797965*
<https://bugs.gnucash.org/show_bug.cgi?id=797965> which is a RFE to a path
that would resolve the core problem of this thread, and I invite comments
there.

On Fri, Oct 2, 2020 at 10:02 PM Derek Atkins <derek at ihtfp.com> wrote:

> You must be in your 60s or 70s (or older) if you think you were around
> before the term regex was created.
> The term regex (REGular EXpression) has been around at least since the 80s
> if not earlier.  It is a way to search for, well, a regular expression.
> There are several resources for regex examples, and regex has been
> standardized for many decades.
> Happy hacking.
>
> -derek
> Sent using my mobile device. Please excuse any typos.
>
> On October 2, 2020 10:50:45 PM David Carlson <david.carlson.417 at gmail.com>
> wrote:
>
> Geoff,
>>
>> Thank you for the very nice description of how to implement the mechanics
>> of an iterative search.  Now all we need is an easy to understand
>> description of how each of the search criteria work, including
>> (especially,
>> with examples) exactly what regex means to those of us that went to school
>> before that term existed, how to know exactly which split lines are
>> searched and which split lines just come along for the ride into the
>> results, and perhaps why the search dialog disappears, which was the
>> original problem that started this thread.
>>
>> I can't seem to make the help for that dialog appear from the help button
>> in that dialog.  I finally found the actual help in the F1 Help manual
>> under Tools and Assistants > Find which completely glosses over the
>> subjects in the previous paragraph.
>>
>> On Fri, Oct 2, 2020 at 7:49 PM Geoff <cleanoutmyshed at gmail.com> wrote:
>>
>> Regardless of whether the search box disappears or not, GnuCash's
>>> "search within search results" feature is still pretty nifty.
>>>
>>> I've attached a screenshot showing four consecutive searches
>>> illustrating:
>>> New search (the other options are always disabled on the initial search)
>>> Add results to current search
>>> Refine current search
>>> Delete results from current search
>>>
>>> First search is to locate transactions with value less than 200.
>>> Second search is to add in transactions with value more than 800.
>>> Third search is to restrict to description containing "gnucash".
>>> Fourth search is to remove transactions posted on 26th September.
>>>
>>> (Harking back to our school days, I think we can say that GnuCash search
>>> provides the Set Theory equivalents of Union, Intersection, and
>>> Complement
>>> https://www.britannica.com/science/set-theory/Operations-on-sets.  But I
>>> digress.)
>>>
>>> The trick is to invoke the second and subsequent searches from the
>>> "Search Results" tab and not the Chart of Accounts.
>>>
>>> This is, of course, a simple example.  Any given search operation also
>>> lets you specify multiple criteria ("Add" button), and whether "all
>>> criteria" must be met or just "any criteria" ie AND or OR logic.
>>>
>>> James, I hope this tip improves your search results.
>>>
>>> Regards
>>>
>>> Geoff
>>> =====
>>> Version: 4.1
>>> Build ID: 4.1+(2020-07-25)
>>> Finance::Quote: 1.49
>>> Windows 10
>>>
>>>
>>> On Sat, 26 Sep 2020 13:47:10 -0500 (CDT), Jamestk wrote:
>>> Hello good folks,
>>>
>>> I wanted to check if there was a simpler way when using the 'find
>>> transaction'feature repeatedly.
>>>
>>> When searching for transactions it normally involves a batch of invoices
>>> or
>>> receipts which are not showing withing reports, most often this is due to
>>> me
>>> selecting incorrect accounts or similar, easy way is to use find feature
>>> -
>>>
>>> Searches are basic, Select find from edit menu then opt for 'value'
>>> setting
>>> leaving all other criteria std, often this works but if it returns nil
>>> results you have to start over, is there anyway of saving the search or
>>> to
>>> edit and re-run the original without having to start from scratch?
>>>
>>> 8.1 help file is okay but a bit technical in parts.
>>>
>>> Thanks,
>>>
>>>>
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>>
>> --
>> David Carlson
>> _______________________________________________
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>> gnucash-user at gnucash.org
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>>
>
>

-- 
David Carlson


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