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The Online edition’s Advanced Search tool is very simple to use if you know how to use the “Search” and “Add Filter” buttons. If you are filtering by only one criteria such as Date, Amount, or Name, or Transaction Type, then it is very simple – you use the “Search” button. But if you’d like to filter by multiple criteria such as Expenses in June under $20, then you add the criteria one-by-one using the “Add Filter” button. Do not use the “Search” button if you are filtering by multiple criteria. Pushing the “Search” button when you have multiple filtering criteria set will erase all but the most recent criteria from your query and you will have to start over. Unfortunately the current Online version’s search tool is much less robust than the Desktop versions’ search tools. The Online tool limits us to one transaction type and 3 filter criteria per search. But it’s usually enough to get the job done for me.
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