To find a Spend Money transaction
Banking > Spending money > Finding and changing Spend Money transactions > To find a Spend Money transaction
- Click Find Transactions in any command center to display the Find Transactions window. Select the Account tab if it isn't already selected.
- 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.
- 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.
- Click Bank Register in the Banking Command Center to open the Bank Register window.
- Select an account from the list (only asset accounts with checking privileges or liability accounts with credit card privileges appear in this list).
- 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.