Transaction Filter

Transaction Filter Overview

Principal Plan allows you to filter by eight criteria:

All filter text fields have the ability to be Case Sensitive, Exact Match and Regular Expression. For an introduction to Regular Expression see the Wikipedia Article

Date

Filter by Date fields must be in the format of MM/DD/YYYY, MM/DD/YY, or MM/DD.

Code

Filter by Code or by Check Number.

Payable

Filter by Payable To.

Type or Envelope

Filter by Multiples, Transfers or select a Single Envelope.

Amount

Filter by a Specific Amount or by an Amount Range. Specific Amount returns both Payments and Deposits for the specified amount, regardless of sign. The Amount Range must have the lower amount first followed by the greater amount.

Cleared State

Filter by Cleared, Not Cleared or Pending.

Memo

Filter by Memo Text.

Import Sync

Freshly Imported Returns all transactions imported since you started Principal Plan. Not Freshly Imported excludes said transactions.