Finding ledger transactions

Access the ledger .

To find transactions by payee:

1. In the Ledger Search section, in the Payee
   field, enter some or all of the name of the payee.

To find transactions entered after a date:

1. In the Ledger Search section, in the leftmost series of three fields, enter the month number, date, and year or select the Calendar button to choose a month, date, and year.

To find transactions during a range of dates:

1. In the Ledger Search section, in the leftmost series of three fields, enter the month number, date, and year or select the Calendar button to choose a month, date, and year.
2. In the rightmost series of three fields, enter the month number, date, and year or select the Calendar button to choose a month, date, and year or select the Today button to enter today’s month, date, and year automatically. 

To find transactions entered before a date:

1. In the rightmost series of three fields, enter the month number, date, and year or select the Calendar button to choose a month, date, and year or select the Today button to enter today’s month, date, and year automatically. 

To find transactions by payee name and any combination of after, before, or during a date range, make entries in the appropriate fields according to steps 2 through 5.

Select Search. The system displays matching transactions. If no transactions appear, no transaction matched all of the criteria.