[moneytalks] Re: MT searches
- From: "Steve Zielinski" <steveziel@xxxxxxxxxxxxx>
- To: <moneytalks@xxxxxxxxxxxxx>
- Date: Thu, 15 May 2008 17:57:10 -0500
Hi Robert,
ctrl+F3 restricts to exactly what is in the column you are focused on.
Therefore if you are focused on a specific check number, your restriction
will be only that one check. Sollution, go to the item column and if you
want to search for all checks which are in the 800 range, then just type the
single digit 8 in the item field. You will end up with checks that range
from 800 to your highest check written which begins with the digit 8.
To search for positive or negative values, focus on the amount field. Type
a plus sign, like so, + and only positive values will be restricted. Type a
minus sign, like so, - and only negative values will be restricted.
Perhaps a statement in the docs could clarify this. In the past, it was
necessary to type a minus sign to restrict to negative values, now it is
optional. But this can lead to confusion. Perhaps a clarifying statement
in the docs could solve this. For instance, specifically showing this
example of restricting to negatives or positives by just typing a plus sign
or minus sign and indicating that one can optionally type a minus sign while
restricting to negative values. I like the option to not have to type a
minus sign, since most of the time, it's negative values which I'm searching
for.
If you input a payee/payer name as a credit, the next time you use that
payee/payer name it automatically is set to a credit, like the last time you
used the payer/payee name.
If you change the credit to a debit, then that payee/payer name will default
to debit.
For this reason it might be a good idea to not use the same name for credits
and debits, you will constantly have to check the credit/debit checkbox and
each time you change the default, you will need to re-establish the category
and subcategory fields for the transaction. One sollution is to use
slightly modified payee/payer names, for example, if your credit card
account is with Great Bank, you could use, "Great Bank (payment)", "Great
Bank (finance charge)", and just "Great Bank" if you are doing a charge.
Same concept for checking accounts where you might deposit and withdraw at
the bank counter. You'd still use the appropriate item in your item field.
Just think of it like this, the credit/debit status, and category and
subcategory are associated with each payee or payer name. If payee Food
Lion is a debit, and has a category of shopping and a subcategory of "Food
Lion, (that's a grocery store in Florida, Then anytime you input Food Lion
in the payee/payer field, you will always get these settings as a default
unless you change them.
You can continually use the ctrl+F3 command and do further restrictions on
your first restriction, but I know this isn't exactly what you are talking
about. I believe the instant you start to actually type in a field to do a
restriction, the previous restriction is eliminated and you get a new
restriction based on your typing in the field. Though I'm not 100 percent
on this.
Hope this helps and best luck,
Steve
----- Original Message -----
From: "Robert Clark" <rclark0276@xxxxxxxxxxx>
To: "Money Talks" <moneytalks@xxxxxxxxxxxxx>
Sent: Thursday, May 15, 2008 3:51 PM
Subject: [moneytalks] MT searches
While trying to find an error (still ongoing), I am using CTRL-F3 to
search specific groups. For the most part, this works. It does not
however, work on checks. Can this be fixed?
Also, I would like a way to bring up only positive OR negative dollar
amounts. While searching for my error, I discovered that some items were
mistakenly set as deposits when they should have been debits. Easy to do
with the first two letters being 'de'. I dont know if there is a
practical way to put in error checking for this kind of data input.
I know I could use Find to search for plus or minus values but I would
rather use the CTRL-F3 feature for this.
Also, and I hope this will make sense, in trying to run down the error
(its a good size error), I would like to see a way to make use of the
CTRL-F3 function along with the restrictions without having to start over
with a new set of criteria. For example, set a date range, then stay in
that range while using different criteria to search data. Maybe a double
Escape to end the task?
I dont use the qif file to reconcile as its easy enough to go online
and do it. Am going to try it today tho and see if I can find the error
within the last 90 days.
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Action.
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Robert & Dreamer Doll ke7nwn
Newport, Oregon
N24C 8/2000 Hookup
rclark0276@xxxxxxxxxxx
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