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.

Last Updated: Thu, 18 Feb 2021 16:48:01 UTC

Last Build: Mon, 29 Sep 2025 11:34:04 UTC
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