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Find a transaction
Find a transaction

Find a specific transaction, how to filter transactions by date, how to filter a transaction by type, search contacts, search invoices

Yzza avatar
Written by Yzza
Updated over 4 years ago

LessAccounting makes it easy to find a specific transaction, as long as you know SOMETHING about it, whether it's the date, title, or a tag or note you wrote on it.

Option 1: Filter your Transactions by date range or transaction type

When on the Transactions dashboard, you'll notice a See Transactions column on the left of the page. From here you can filter by date range (including ALL DATES) and transaction type.

  • If you know the date (or an estimate) of when the transaction occurred, select a date range.

  • If you just know what type of transaction it was (expense, deposit, transfer, etc.) select to filter by transaction type.

Transaction page in LessAccounting

Option 2: Search for your transaction

Main search bar: upper right, top most tool bar

  • Search results from this search bar will lead to all types of data inside of LessAccounting: Invoices, Expenses, Deposits, Contacts

How to search in LessAccounting

Transaction search bar: Transaction page, upper middle toolbar

  • Search results from this search bar will filter only based on all transactions: Expenses, Deposits, and Transfers

How to search in LessAccounting

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