How do I search and filter transactions in my accounts?

Search for a transaction

Select the account you want to search, then click in the search box above the transaction register and type in a word, phrase, or number:

Every transaction in the current account that matches what you typed will be displayed in the register. When searching, iBank examines the following fields: transaction #, payee, withdrawal, deposit, category, note, security name, and security symbol. Split transaction fields are also searched. To cancel the search and show all transactions in the account, click the 'x' button inside the search box.

Filter transactions

Click one of the three buttons next to the search box at the top of the transaction register to limit which transactions are displayed:

• All: Show all transactions in the account.
• Month/Quarter/Year: Show only transactions with a date within the last month, quarter, or year (depending on the selection). Click the arrow to change the selection.
• Uncleared/Cleared/Unreconciled/Reconciled: Show only transactions with their status set to uncleared, cleared, or reconciled (depending on the selection). "Unreconciled" shows cleared and uncleared transactions. Click the arrow to change the selection.

Other ways to find transactions:

In addition to the search box, smart accounts can also be used to show registers consisting of transactions that meet certain criteria. See Smart Accounts for more information.