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Search Transactions

The Search Transactions feature will allow you to search for transactions by date, payee, category, fund or a combination of any of these criteria. This feature can be helpful for tracking expenses for a category or fund, verifying checks written to a specific payee or simply tracking expenses for a designated date range. Click "Display/Refresh Results" to see the matching transactions. From this screen, you can create a pdf report of your results. Transaction Filter/Search