Searching transactions

Submitted by faustas on Thu, 10/30/2008 - 22:07

To pick the transactions that the user is interested in, the search query must follow certain rules.

Full text search

Simply typing the search word will perform a full text search in all of transaction data. This means that all of the fileds in every transaction will be examined to contain the word.

Field search

To match transactions according to a specific field like date, amount, tag, category, etc., the user should specify the field name, followed by a colon and the value. For example category:43 will find all transactions that belong to category whose id is 43. Following is the list of field names that can be used.

Field Value Example
amount Transaction's amount amount:97
tag Transaction having this tag tag:vacation
payee Transaction having the Payee with this ID payee:18
category Transaction belonging to the Category with this ID

category:12

categories Transaction belonging to this Category or any of it's children categories:14
account Transaction belonging to the Account with this ID account:1
before Transaction whose date is before the specified date before:2/10/2008
after Transaction whose date is after the specified date after:3/15/2007

Joining search terms

It's very helpful to apply several search terms. The different search terms can be joined using words AND, OR, NOT and using parentheses to indicate priority. For example:

after:1/1/2007 AND before:1/1/2008 AND NOT categories:45

will find all transactions that were made between 1/1/2007 and 1/1/2008 dates and do not belong to the category with ID 45 or any of it's children.