[GNC] 8.1.1. Find Transaction

[Jamestk]

Geoff, I am with you, thanks for taking the time to post detailed info
(screenshot?)

That might save a bit of time as it can be done from the same window, that
said it's more or less the same process of having to go through menu options
rather than a floating box which you can just change the value amount,
example below for reply to Adrien's question:

Sometimes I don't have receipts to hand (may be at the office) when
reconciling say a credit account with statement, when this happens I put a
default description/category until I have these to hand.

There may be twenty or so receipts which need to update GNUC with payee
details, easiest way to retrieve is using search function ideally entering
amount 66.74, up pops transaction, change payee then back to floating box to
change just the amount, what happens at the moment is back accounts tree
(your suggestion may help here) then menu, edit> find, select value adding
in the amount 

Hope all of that makes sense, cheers - David 


Geoff 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,
>> 
> 
> _______________________________________________
> gnucash-user mailing list

> gnucash-user@

> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> If you are using Nabble or Gmane, please see
> https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
> 
> 
> gnc_search.jpg (507K)
> <http://gnucash.1415818.n4.nabble.com/attachment/4721980/0/gnc_search.jpg>





--
Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html