Forum Discussion

H-TS's avatar
H-TS
Trusted User
4 years ago

Find transactions advanced search - is it no longer searching description fields?

This is one of those things we're you're sure you used to be able to do something but now you can't, and you wonder whether it ever was possible, or if you just remember it incorrectly.   In the Fi...
Find Transactions
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  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi H-TS 

     

    The Memo/Payee function on the Advanced option in the Find Transactions window will search the Memo/Payee of the transaction.  This will NOT search the actual description lines of the transactions. This is not something the current or past versions of the program have been able to do.


    The only time that you would get that situation would be if the user manually entered the description into the memo field as well. As it would be included as part of the memo it would be able to be searched for via the Advanced>>Memo/Payee search.

     

    With respect to that Idea you have linked, we don't have any further information relating to the status of that idea at this time.

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi H-TS 

 

The Memo/Payee function on the Advanced option in the Find Transactions window will search the Memo/Payee of the transaction.  This will NOT search the actual description lines of the transactions. This is not something the current or past versions of the program have been able to do.


The only time that you would get that situation would be if the user manually entered the description into the memo field as well. As it would be included as part of the memo it would be able to be searched for via the Advanced>>Memo/Payee search.

 

With respect to that Idea you have linked, we don't have any further information relating to the status of that idea at this time.