Search TransactionsYou can use the Search transactions dialog to search your data for transactions based on criteria that you specify. You can access the dialog by selecting the → menu item, or typing Ctrl+Shift+F.
There are two main tabs in this dialog. The Criteria tab displays a number of subtabs for specifying the search criteria. When the button is pressed, the search is initiated and all criteria that have been entered on any of the Criteria subtabs will be taken into account.
After the search has completed, the results will be displayed under the Result tab. Below the list of results, KMyMoney shows the number of transactions that met the search criteria. Double-clicking an individual transaction in the result list will bring up the appropriate ledger with that transaction selected.
The button resets all of the fields on all of the criteria subtabs back to the defaults. This allows you to specify new search criteria.
The button closes the Search Transactions dialog box.
There are several subtabs under the main Criteria tab, each of which allows you to specify a different type of search criteria. Below the area for specifying the criteria, KMyMoney lists each of the different types of criteria that are currently specified for the search.
This tab allows you to specify text to search for. There are also a dropdown field and two check boxes that control how the text is used in the search.
By default, the search will match on simple substrings. For example:
“Best” will find “Best Cakes, Inc.”
“est” will also find “Best Cakes, Inc.”
In the dropdown field next to the text field, select Contains if you want to find transactions that contain the text, or select Does not contain if you want to find transactions that do not contain the specified text.
If you check the Case Sensitive box, the search will be case sensitive. For example, “best” would not find “Best Cakes, Inc.” if this option is set.
If you check the Treat Text as regular expression box, the text will be treated as a regular expression. For details on how to craft a regular expression, visit the Qt™ documentation about the QRegularExpression class.
This tab allows you to specify the accounts that should be searched.
Accounts are displayed in a tree format. Accounts that are marked for search are indicated with a checkbox. If you click , all accounts are marked for searching. If you click . no accounts will be marked for searching. Individual accounts can be marked or unmarked by clicking the box next to the account name using the mouse button. A complete hierarchy of accounts can be marked or unmarked by clicking the box using the mouse button.
This tab allows you to specify which dates should be searched. The date refers to the post date of the transaction.
The “Range” dropdown provides a convenient way to set the From and To date controls. The From and To controls can be manipulated individually. Dates can be entered manually, and clicking the down arrow at the right of the field will bring up a typical calendar widget to select the date. The controls will prevent you from entering non-existing dates. Date values can also be changed by clicking the up and down arrows while the cursor in within a particular part of a date.
This tab allows you to specify what amounts should be searched for.
You can search for an exact amount or for a range of amounts. If you click the calculator icon, a small on-screen calculator will pop up to assist you in entering a value.
This tab allows you to specify which categories should be searched.
Categories are displayed in a tree format, similar to Accounts. Categories that are marked for search are indicated with a checkbox. If you click , all categories are marked for searching. If you click , all income categories will be marked and all expense categories will be unmarked. If you click , all income categories will be unmarked and all expense categories will be marked. If you click , no categories will be marked for searching.
Individual categories can be marked or unmarked by clicking the checkbox next to the category name using the mouse button. A complete hierarchy of categories can be marked or unmarked by clicking the box using the mouse button.
This tab allows you to specify which tags should be searched.
Tags that are marked for search are indicated with a checked box. If you click , all tags are marked for searching. If you click , no tags will be marked for searching. Individual tags can be marked or unmarked by clicking the checkbox next to the payee name.
If you check the Select transactions without tags box, only transactions with no tag will be selected.
This tab allows you to specify which payees should be searched.
Payees that are marked for search are indicated with a box. If you click , all payees are marked for searching. If you click , no payees will be marked for searching. Individual payees can be marked or unmarked by clicking the box next to the payee name.
If you check the Select transactions without payees box, only transactions with no payee will be selected.
This tab allows you to specify various additional search criteria.
Type can be one of the following:
All Types
Payments
Deposits
Transfers
State can be one of the following:
All states
Not reconciled
Cleared
Reconciled
Validity can be one of the following:
Any transaction
Valid transaction
Invalid transaction
You can search for a particular transaction number or search for a range of transaction numbers.