To find a Spend Money transaction

If you haven't already read the Spend Money Overview, see Finding, changing, removing and reversing Spend Money transactions for more information.

  1. Click Find Transactions in any command center to display the Find Transactions window. Select the Account tab if it isn't already selected.

  2. You have two choices:

    • Use the Search By selection box to choose another way to search -- All Accounts or Account.

    • Click the Advanced button to search using additional criteria, such as the date, amount or memo.

Note: Finding a transaction in the13th period

 If you've entered a transaction into the 13th period by entering an asterisk (*) in the Date field before you entered the transaction, to find the transaction, place an asterisk before the date when you search for the transaction.

For example, if you're searching for a bank deposit using the Account view of the Find Transactions window, be sure to enter an asterisk before the date in the Dated From and To fields. For more information about entering transactions in the 13th period, see Entering transactions in the 13th period.
  1. The transaction you're looking for should appear in the scrolling list. If you want to view detail about the transaction, click the zoom arrow next to the transaction's ID number to open the window in which the transaction was originally entered.

You can also use the Bank Register to find Spend Money transactions for asset accounts with checking privileges or liability accounts with credit card privileges.

  1. Click Bank Register in the Banking Command Center to open the Bank Register window.

  2. Select an account from the list (only asset accounts with checking privileges or liability accounts with credit card privileges appear in this list).

  3. The transaction you're looking for should appear in the scrolling list. If you want to view detail about the transaction, click the zoom arrow next to the date to open the window in which the transaction was originally entered.

To find a Spend Money transaction