The easiest way to access the Search tool is by clicking the magnifying glass icon at the right side of the main navigation
Click on the icon
You can also access the Search tool from the Transaction Register by clicking on the Search link at the bottom of the Register Options box.
From the Transaction Register - Register Options
The Search tool has many different options and settings to help you narrow down and find the exact transactions you want. The options might seem overwhelming at first, but the table below will help explain them in more detail.
This option uses the transaction date as a search parameter. You have two choices for the date range. The first is the drop down list and the second is manually entering a start and end date. The drop down list options are as follows: Today, Yesterday, Past 7 Days, This Month, Last Month, This Quarter, Last Quarter, Last 90 Days, This Year, Last Year, All Time(note: some options are for ClearCheckbook Premium members only.) The default parameter is This Month.
If you check the Apply date range to created_at timestamp option, the search tool will find all transactions that were added to the site within that timeframe, not what the actual date of the transaction is.
If you want to restrict the results to a certain account or set of accounts, you can select them here. The default is All Accounts.
If you want to restrict the results to a certain category or set of categories, you can select them here. The default is All Categories.
The keyword option searches the description, memo and payee fields and tries to find a match. The default functionality is to do a wildcard search on the text entered. For example, if you type in bus it will find transactions matching business, megabus and bus.
You also have the option of using Logical Operators to help find specific transactions. Logical operators are + and - which can be used to require or exclude keywords. For example, if you want to find where you bought batteries from Amazon.com, you could enter amazon + batteries. If you wanted to find all Walmart purchases that do not include groceries, you could enter walmart - groceries.
If you need to find a transaction that contains a + or - you can check the Disable logical operators option.
If you want to search for an exact keyword and not have it return words containing the keyword, check the Exact keyword match only option. Now, when you search bus it wil only return transactions that match exactly to bus
If you're a ClearCheckbook Premium member and have the check number field enabled, you can search for an exact check number here.
Find transactions that have an amount between (and including) the two numbers entered.(note: all numbers should be positive. If you want to search withdrawals, change the Transaction Type option to Withdrawal)
You can limit the search results to find only deposits or withdrawals.
This option allows you to search for only cleared or un-cleared transactions.
If you're a ClearCheckbook Premium member who has Additional Users for your account, you can search for transactions entered by a specific user with this option.
You can choose to exclude split children or only show split children in the search results.
You can choose to exclude or only show transfer transactions in the search results.
Paid Credit Card Transactions
You can choose to exclude or only show paid credit card transactions in the search results.
You can choose to exclude or only show transactions with file attachments in the search results.
Only returns transactions added from a specific source.
Once you click the Search button, a list of all matching transactions will appear below the form. In the example below we searched for the date range This Month - March and selected the Checking and Travel Credit Card accounts from the Accounts list.
Search Results Overview
The search results list looks similar to the Transaction Register list but has a few differences which are called out in the screnshot above. Those differences are explained in the table below:
This box shows the sum of Deposits, Withdrawals and Total for the returned transactions.
If you're a ClearCheckbook Premium member, clicking this icon will generate a graph based on the returned transactions.
You can export the returned transactions by clicking this icon.
The `With Selected` box only appears at the botton of the Search Results list.
The number of matching transactions is also shown to the left of the graph and export icons.
From the transactions list, you can perform any actions (such as clearing, editing, deleting, etc) that you normally would from the transaction register list.
If you run the same, or similar, search regularly, you can save the search criteria and easily load that same criteria again.
First you'll need to save a search. To do this, select all of your search criteria and then click the blue Search button to conduct the search.
Next, click the Saved Searches link below the Search button in the Search form. This will produce a box that lists any previously saved searches and a form to save the current search criteria.
Save Search box
Come up with a descriptive name for this set of search criteria and enter it in the `Name of Search` box. We will call this search Travel and Checking and then save it.
Once you save the search it will appear in the Saved Searches list. You can click on the saved search name and it will populate the search form with the saved criteria. Clicking the icon next to a saved search will delete it.
Saved Searches list
Note: Saved Searches are only available for ClearCheckbook Premium members.
Exporting Search Results
You can export the results from the current search by clicking the icon to the right of the number of results returned.
Click to export results
This will generate a CSV file containing all of the search results. You will be prompted to select where you'd like the file to be downloaded to your computer and then the download will begin.
Downloading File Attachments
If you need to download multiple file attachments and don't want to download each one individually, you can use the Search tool to find the necessary transactions and then create a ZIP file containing all of the resulting file attachments.
Click to download attachments
Clicking the Attachments link will start the process of creating a ZIP file containing the attachments from the search results.
File status page w/ pending ZIP file creation
The creation of the ZIP file might take a minute or two, depending on how many files you're trying to export. This page will show the status of your file(s) and let you download the file when it's ready.
File status page
Clicking the file name for an available ZIP file will download it to your computer. ZIP files are available for 5 days in case you need to download the file at a later time or from a different device.